LLY directional thesis
Oz frames the TrumpRX price cut as a volume detonator that pushes GLP-1s from the vain Upper East Side into Medicare ($50 copay), free Medicaid, and rural America, the exact populations where obesity actually lives. Lilly's just-approved oral pill Foundayo is the form factor he says leapfrogs the injection and lets the market scale.
“we're going to take the prices of these drugs, which are now prohibitively high for many Americans, $1,200 cash pay... It's going to be a starting price of around $200... And with the pills, it's 150. And the pills will come out the the first FDA approved pills will start this month... we believe at that price... within two years, return money to the American taxpayer... we agreed to those prices with the two major companies, Novo Nordisk and Eli Lilly.”31:40claim_id
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