Replies to post #249376 on Biotech Values

[dewophile]

Some insurers are coming around to see the big picture. One example in which I have first hand knowledge is we have a couple contracts that pay 2k more per IVF cycle. The stipulation is twin rates less than low single digits. They’ve realized that they can recoup the extra up front by lowering obstetric and more importantly neonatal costs related to twins.
The costs of obesity are less immediate and this could be unrealistic under our current system but if we could realize the bigger picture then perhaps it’s in the realm of possibility

[zipjet]

I can't see a way it's doable unless prices are reduced probably in the 75% range.

Considering the market size and number of GLP-1's in R&D, a 75% drop in pricing even while branded seems plausible a few years out.

[DewDiligence]

NVO may_resort_to gene-therapy-like pricing schemes_for Wegovy:

https://www.ft.com/content/7134ecfe-fcca-450f-89cc-f986553eb6db

[DewDiligence]

Re: Pricing of weight-loss drugs

I can't see a way it's doable unless prices are reduced probably in the 75% range.

We have a start—at least for patients who pay out of pocket (#msg-175000157).

Moreover, Ozempic/Wegovy will almost certainly be on Medicare’s IRA price-setting list for 2027.