GLP-1 Drugs & Market Dynamics - GLP-1 drugs are considered potential "miracle drugs" with numerous applications, but their high cost is a significant concern [1] - The market is actively discussing and evaluating GLP-1s, with much more data expected to be released [2] Medicare & Affordability - There are ongoing considerations regarding making GLP-1s available for weight loss under Medicare, weighing the upfront costs against potential long-term health benefits [1] - Affordability remains a key question: "Can we afford it or can we afford not to do it?" [1] Drug Price Negotiation & IRA - One GLP-1 drug is slated for price negotiation in 2027 under the Inflation Reduction Act (IRA) [3] - The IRA aims to allow the government to negotiate drug prices for drugs that have been patented long enough for companies to recoup their investment [4] Government Initiatives & Pricing - The administration aims to ensure that 95% of all drugs in America will be at pricing that reflects fair value by the end of the president's term [7] - The team is deeply involved in understanding drug pricing mechanisms to ensure prices align with the value provided [6]