{"id":46110,"date":"2025-11-08T10:16:51","date_gmt":"2025-11-08T02:16:51","guid":{"rendered":"https:\/\/flcube.com\/?p=46110"},"modified":"2025-11-08T10:16:52","modified_gmt":"2025-11-08T02:16:52","slug":"eli-lilly-novo-nordisk-reach-u-s-deal-to-cut-obesity%e2%80%91drug-prices-unlock-medicare-medicaid-access","status":"publish","type":"post","link":"https:\/\/flcube.com\/?p=46110","title":{"rendered":"Eli Lilly & Novo Nordisk Reach U.S. Deal to Cut Obesity\u2011Drug Prices, Unlock Medicare & Medicaid Access"},"content":{"rendered":"\n

Eli Lilly (NYSE: LLY<\/a>) and Novo Nordisk (NYSE: NVO<\/a>) announced a historic agreement with the U.S. Administration that will lower out\u2011of\u2011pocket costs for their obesity medicines beginning in 2026<\/strong> and expand coverage through Medicare, Medicaid and the private LillyDirect channel. In exchange, both companies receive three years of tariff relief<\/strong> and are exempt from future federal pricing mandates.<\/p>\n\n\n\n

1. Key Elements of the Agreement<\/h2>\n\n\n\n
Aspect<\/th>Details<\/th><\/tr><\/thead>
Effective date<\/strong><\/td>As early as 1\u202fApril\u202f2026<\/strong><\/td><\/tr>
Price cap for Medicare beneficiaries<\/strong><\/td>\u2264 $50\/month<\/strong> for Lilly\u2019s Zepbound<\/strong> (tirzepatide) multi\u2011dose pen and orforglipron<\/strong> (once\u2011daily pill)<\/td><\/tr>
State Medicaid<\/strong><\/td>Ability to add Zepbound and orforglipron to Medicaid formularies<\/td><\/tr>
Self\u2011pay channel (LillyDirect)<\/strong><\/td>Zepbound pen: $299 (lowest dose) \u2013 $449 (highest dose) $50 discount<\/strong> vs. current U.S. list price; Orforglipron: $149 \u2013 $399<\/td><\/tr>
Additional Lilly products<\/strong><\/td>Emgality, Trulicity, Mounjaro offered at 50\u201160\u202f%<\/strong> off list price<\/td><\/tr>
Novo\u202fNordisk drugs<\/strong><\/td>Wegovy, Ozempic (semaglutide) added to Medicare Part\u202fD<\/strong>, Medicaid and direct\u2011to\u2011patient cash channel<\/td><\/tr>
Tariff relief<\/strong><\/td>3\u2011year exemption for both companies<\/td><\/tr>
Pricing mandate protection<\/strong><\/td>Companies will not be subject to future federal price\u2011setting rules<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

2. Pricing Snapshot (U.S. Direct\u2011to\u2011Patient)<\/h2>\n\n\n\n
Product<\/th>Lowest Dose (USD)<\/th>Highest Dose (USD)<\/th>Discount vs. Current List<\/th><\/tr><\/thead>
Zepbound (tirzepatide) multi\u2011dose pen<\/strong><\/td>$299<\/td>$449<\/td>$50<\/strong> off<\/td><\/tr>
Orforglipron (once\u2011daily pill)<\/strong><\/td>$149<\/td>$399<\/td>\u2013<\/td><\/tr>
Emgality (galcanezumab\u2011gnlm)<\/strong><\/td>50\u202f% off listed price<\/td>\u2014<\/td>\u2013<\/td><\/tr>
Trulicity (dulaglutide)<\/strong><\/td>55\u202f% off listed price<\/td>\u2014<\/td>\u2013<\/td><\/tr>
Mounjaro (tirzepatide)<\/strong><\/td>60\u202f% off listed price<\/td>\u2014<\/td>\u2013<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Pricing aligns with European reference rates, improving affordability for U.S. patients.<\/em><\/p>\n\n\n\n

3. Market Impact<\/h2>\n\n\n\n