Losing Weight for Less $$$ & You Can’t Pay People to Have Kids
2024/8/28
Morning Brew Daily
Neil Freiman和Toby Howell讨论了礼来公司将其GLP-1减肥药蒙嘉瑞降价一半以提高患者的可及性并对抗仿制药竞争。他们分析了此举对礼来公司、诺和诺德公司以及整个减肥药市场的影响，包括价格竞争、市场份额和药物供应链等方面。他们还探讨了不同剂量蒙嘉瑞的有效性和价格差异，以及消费者对价格和疗效的权衡。
两位主持人深入探讨了礼来公司降价策略背后的原因，包括改变注射方式以降低生产成本，以及应对仿制药竞争的策略。他们分析了礼来公司和诺和诺德公司在药物供应链方面的差异，以及这如何影响他们的定价策略。此外，他们还讨论了临床试验结果，指出并非所有患者都能在较低剂量下获得理想的减肥效果，以及价格仍然相对较高的问题。
Deep Dive
Eli Lilly launched a new version of its weight loss drug, Mounjaro, at half the price. This move aims to increase access for patients and undercut generic competition. The lower price is possible due to a change in the injection system, from auto-injector pens to single-dose vials requiring syringes.
- Eli Lilly's new Mounjaro version is half the price of its predecessor.
- The new version uses vials and syringes instead of auto-injector pens.
- This strategy aims to compete with generic knockoffs and rival Novo Nordisk.
- Eli Lilly's stock is up significantly this year.
Shownotes Transcript