Sales missed forecasts by about $33 million, but Lilly says demand more than tripled. Novo's Wegovy pill still holds roughly 75% of oral GLP-1 scripts.
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Health minister Dzulkefly says the government did not set aside dedicated 2026 budget funds for the two GLP-1 treatments.
Employers pick their own contribution toward semaglutide shots or pills. AJMC notes WTW found GLP-1 weight loss coverage fell to 53% of employers, the first drop in three years.
Volume rose 53% while prices dropped, a sign cheaper access is pulling in patients. Breakdown covers LillyDirect pricing, the $50 Medicare Bridge and Novo's 2027 cuts.
Korea's first homegrown GLP-1 obesity drug, efpeglenatide, comes in about 25% below Wegovy and 40% below Mounjaro for its first four weeks.
Nippard puts the two approved drugs on top for supervised weight loss and holds retatrutide at B-tier until it is approved.
Bloomberg traces how Amgen used genetic data from Iceland to guide its obesity drug research.
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