$Eli Lilly(LLY)$ $Novo-Nordisk A/S(NVO)$ $Amgen(AMGN)$ 🚨📰💉 LILLY & NOVO JUST SHOOK UP HEALTHCARE 💉📰🚨
The White House has reportedly STRUCK A DEAL with $LLY and $NVO to SLASH prices on Wegovy and Zepbound, the two GLP-1 titans redefining modern medicine.
👉 Direct-to-consumer access could fall to $149/month (down from $300–$500)
👉 Medicare & Medicaid coverage incoming, marking a monumental policy shift
👉 Together, $LLY and $NVO raked in $18B+ in GLP-1 sales last quarter alone
I’m watching how margin compression trades off against explosive unit expansion, and how both navigate production scaling under policy-driven demand surges.
⚡This isn’t just healthcare reform, it’s a market rerating event loading
👉❓If GLP-1s become as affordable as aspirin, what happens to the entire pharma landscape?
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- PetS·2025-11-07TOP📈🗞️ What an inflection point for big pharma. This agreement would not just scale patient access but accelerate competitive innovation. I’d like to see if $PFE or $AZN follow suit to stay relevant in the GLP-1 expansion race.4Report
- Tui Jude·2025-11-07🚀📰$LLY和$NVO主导补贴市场的潜力是不真实的。可及性的转变可能会将GLP-1的摄取从肥胖推向心血管和代谢治疗。观察这如何过滤利润和前瞻性指引将是🔑3Report
- Kiwi Tigress·2025-11-07this is actually crazy. one policy shift and suddenly $LLY and $NVO feel like they’re playing a whole different game. I’m not even surprised though, they’ve basically turned weight loss into an economy of its own. kinda wild watching $AMGN just sneak up into the convo too1Report
- Hen Solo·2025-11-07💊 I’m impressed by how this policy signals political acceptance of preventative treatment economics. It could trigger parallel legislation on biosimilars too. If $AMGN leverages its R&D depth, it might capture secondary beneficiaries of this healthcare shift.1Report