Oral GLP-1s widen the market
Regulators just approved oral semaglutide as the first GLP-1 pill for weight loss and Eli Lilly's oral Foundayo also won approval, meaning convenience is about to broaden who takes these drugs. At the same time, cheap generics in India are already undercutting prices and denting incumbent sales, creating pressure on branded economics and raising concerns about oversight and misuse. The net effect is faster adoption paired with accelerating price competition and regulatory headaches for employers and payers. (ajmc.com) (biospace.com) (bloomberg.com)