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Are the New Anti-Obesity Drugs Inexpensive Enough to Scale?
"Wegovy's list price is $1,349.02 a month, or more than $16,000 a year, at the full anti-obesity dose." (USA Today)
The demand is not hard to see in the US, but will selling to mainly affluent customers -- those fewer who are overweight relative to those worth less -- allow the new drugs of Novo Nordisk, Eli Lilly etc. to scale from an investment POV? Are the drug prices expected to fall? Or will Medicare/Medicaid pick up costs, which I doubt? Convince me that these aren't Grey Poupon pharms; I want to put money on things every fat person and their portly lapdog is injecting, swallowing, what have you.
"Wegovy's list price is $1,349.02 a month, or more than $16,000 a year, at the full anti-obesity dose." (USA Today)
The demand is not hard to see in the US, but will selling to mainly affluent customers -- those fewer who are overweight relative to those worth less -- allow the new drugs of Novo Nordisk, Eli Lilly etc. to scale from an investment POV? Are the drug prices expected to fall? Or will Medicare/Medicaid pick up costs, which I doubt? Convince me that these aren't Grey Poupon pharms; I want to put money on things every fat person and their portly lapdog is injecting, swallowing, what have you.
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