Forbes compares what brand-name semaglutide and tirzepatide cost against compounded GLP-1 versions.
Recap by typeshit. Full story at Forbes.
New generics and steady prices drove the jump in sales value, with Eli Lilly's tirzepatide leading the market.
UBS says volumes grew about 55% while net prices fell roughly 14%, and points to about 500,000 people joining Lilly's Medicare bridge program in a few months.
A new market report values the sector at $97.5 billion in 2025 and expects oral and multi-pathway drugs to grow fastest as Medicare coverage starts in mid-2026.
Tirzepatide sales alone beat the total quarterly revenue of Novartis, GSK and BMS. Mounjaro rose 65% and Zepbound 59%.
Retrospective REDEFINE 1 analyses in 2,309 women showed 25.0% average weight loss on CagriSema at 68 weeks, per Novo, versus 3.0% on placebo.
Speaking on the Q3 2026 earnings call, Lian gave a timeline that points to a possible 2029 launch for Viking's weight loss candidate.
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