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Millions more Americans could access obesity drugs after Trump's deals with Eli Lilly, Novo Nordisk

1. Medicare to cover GLP-1 obesity drugs starting mid-2026. 2. Eli Lilly and Novo Nordisk will lower prices under new agreement. 3. Deals could allow 40 million new patients access to GLP-1s. 4. Pilot program for Medicare coverage launches in spring 2026. 5. Lower out-of-pocket costs may enhance drug accessibility significantly.

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FAQ

Why Very Bullish?

Increased access to GLP-1s for obesity drugs boosts potential revenues. Historical examples show Medicare coverage typically enhances drug sales significantly.

How important is it?

The article outlines significant changes affecting access to Eli Lilly’s key products, indicating strong financial upside.

Why Long Term?

Broadening patient access in 2026 sets a foundation for sustained revenue growth. Similar shifts in insurance have led to long-term sales increases in pharmaceuticals.

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