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Eli Lilly and Novo Nordisk have won a big victory in the FDA in recent months. At the end of the battle with the compound GLP-1, the two pharmaceutical giants are strengthening their products directly provided to consumers in obesity.
The FDA declared last month that the shortage of Semaglutide, the active ingredients of NOVO’s Wegovy and Ozempic, has been resolved. The institution was performed at the end of last year as Lilly’s Tirzepatide found in obesity and diabetes drugs.
Combined GLP-1 was a source of competition for Lilly and Novo, and both were wages. Legal A war that prohibits copycat. Until recently, this version has been widely used as an online pharmacy and remote health provider, which is lower than the brand name, and is widely used as the obesity market share of LILLY and Novo.
Lilly and NOVO are lowering prices to attract more patients among the latest hits against cheaper composite markets.
On the way out
The FDA’s decision will have a big impact on the market for weight loss drugs. many 1 out of eight American adults They said last year that they attempted GLP-1 in the KFF poll and included many people, including many people who turned into a complex version. Direct consumer wellness companies, such as RO, Weightwatchers and HIMS & HERS, add weight loss programs to business to provide a combination of GLP-1 for some of the $ 1,000 monthly price for drugs in Novo and Lilly. The likelihood of on -use of the complex Tirge Pad and Semagluide drugs also affected the stock market, especially the significant fluctuations of him and her shares. When the company first announced a weight loss program The stock price soared. But the recent FDA decision has deeply reduced its value.
Despite the extensive use, the clock is always ticking about the availability of complex medicines.
Kevin Shortsle, a partner of the law firm Howard & Howard, said, “We meet short -term demands in the market.
The FDA ordered the production of the complex Tirge fetide on March 19. The complex detailed glue -tide manufacturer will now have to stop production by April 22.
NOVO and LILLY have been bulky in the last few years to meet rapid demand. In February, LILLY announced plans to strengthen US -based manufacturing industry with $ 27 billion in investments in four new sites, reaching $ 23 billion in production between 2020 and 2024.
Nobo is closed $ 16.5 billion acquisition In December, drug manufacturers to help increase GLP-1 production.
Shortsle said, “The pharmaceutical company has seen (composite) a threat to business, and what they’ve done is not only to increase production but also to prevent development, so if another tribe occurs, they will have the ability to capture the lost market.
However, the complex pharmacy does not make a deficiency decision of the FDA. The Outsourcing Facilies Association, which represents compound manufacturers and pharmacies, is challenging Tyr J Pay and Semagluide. OFA called FDA Listing In Tirzepatide, the agency said,I deprive the public approach In the necessary medicine. ”
So far, their lawsuits have not overturned the decision.
Shortsle said, “I don’t think the complexes will ultimately succeed.
Extension
While fighting the compound, Lilly and Novo guide the patient to the DTC channel and compete directly at the burden price. Lilly first moved from DTC Arena and started the platform Lillydirect last year and started its own payment option. ZEPBOUND single dose vials. Vial is priced at about 50% less than ZEPBOUND’s pen injector, the company said.
Since then Lower the price Four weeks of various Jeff Bound Dose. The company said the lowest amount of Zepbound can be purchased for $ 349 a month.
Earlier this month, NOVO followed the lawsuit and began providing the Vial version of Wegovy. Novo Care.
Since drugs are often not insured, vials can improve accessibility and fill the empty space left in a composite version.
SHORTSLE is a way to increase market share through Alternate Channels.
But this channel is not clear. One Senator Group began to investigate the pfizer prisoner platforms of Lillydirect and PFIZER last year and learned more about the relationship between Pharmas and the contractor. Earlier this month, lawmakers Extended the probe We included other remote health suppliers’ sets and raised concerns about potential reaction violations and potential inappropriate prescriptions.
