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The constraint on GLP-1 adoption has long been the cost barrier, a specific unit in the access stack that prevented broad uptake despite clinical efficacy.
Medicare coverage, which launched in July, removes that friction. Eli Lilly CEO said 700,000 new seniors have started GLP-1s since the coverage began, with 70% of that cohort on Lilly drugs.
The Coverage Mechanism The mechanism behind the jump is straightforward: Medicare now covers these medicines, expanding access for the senior demographic. This is not a gradual shift but a step change driven by policy.
The specific unit driving the economics here is the patient, and the volume of new patients is the metric that matters.
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