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Benzinga
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Eli Lilly, Novo Nordisk Make Weight-Loss Drugs More Affordable Via Medicare, Medicaid, TrumpRx

1. Eli Lilly partners to reduce costs of obesity diabetes drugs. 2. Medicare coverage expansion for GLP-1 treatments starts in mid-2026. 3. Lilly's Zepbound price drops to $299; obesity drug costs $149 post-approval. 4. Successful Phase 2 trial for eloralintide; Phase 3 studies to commence. 5. Lilly receives tariff relief in exchange for price reductions.

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FAQ

Why Bullish?

Reduced drug prices and new Medicare coverage could boost demand, similar to historical price reductions leading to increased sales for major pharma companies.

How important is it?

Strategic partnerships and price adjustments directly position Lilly for growth in the obesity market, indicating a strong potential shift in revenue.

Why Long Term?

The expanded coverage will likely lead to sustained sales growth in the long term, as more patients will afford these treatments.

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