Eli Lilly has released a real-world study suggesting that its obesity drug Zepbound may offset a significant portion of its cost by reducing other healthcare spending, bolstering its case for broader coverage. The study, which analyzed de-identified U.S. insurance claims from more than 15,000 adults over age 55, found that patients who remained on Zepbound had average monthly healthcare costs up to 15% lower after six months and 38% lower after 12 months, excluding the drug's price. Lilly estimates savings reached as much as $181 per patient by six months, compared with a roughly $195 monthly treatment cost under Medicare's GLP-1 Bridge program, suggesting other savings could offset much of the government's drug expenditure. The findings strengthen Lilly's competitive position against Novo Nordisk's Wegovy, which is included in the same Medicare program, and could influence coverage decisions by Medicare, employers, and other payers.
Eli Lilly and CompanyReal-world study shows Zepbound reduces healthcare costs, supporting broader coverage and boosting demand.
Novo Nordisk A/SLilly's study strengthens Zepbound's competitive position against Wegovy, potentially impacting Novo Nordisk's market share.
