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DewDiligence

05/09/24 10:06 AM

#251758 RE: Mufaso #251757

In Jan 2024, NVO restarted selling lower-dose strengths of Wegovy in the US, which had been curtailed in Jun 2023 due to supply constraints. The reintroduction of lower-dose strengths lowered the average selling price for Wegovy in 1Q24 relative to prior quarters.
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Doc328

05/09/24 12:43 PM

#251761 RE: Mufaso #251757

My brother (who has a good job but lousy insurance) has been doing a compounded semaglutide for the past 6 months at about $125/month. It comes in vials instead of a pen so he has to draw up and inject. It is apparently bought in bulk by the compounding pharmacist (drug probably from Asia)and each batch is chemically verified and tested. He's lost 30 pounds and DM is well controlled. It looks like Novo is aware of the compounded pharmacies and has sued some. I have no idea how much this path cuts into profits as compounded pharmacies would not be reporting script data.

https://www.reuters.com/business/healthcare-pharmaceuticals/compounded-semaglutide-poses-serious-us-health-issue-novo-nordisk-ceo-says-2024-03-08/