Executive Summary
Dr. Mehmet Oz revealed that Novo Nordisk and Eli Lilly have agreed to reduce GLP-1 drug prices from $1,200 to $200 starting price, with pills at $150, launching next week under 'Trump RX'. This 83% price reduction aims to democratize access to obesity drugs that currently serve primarily affluent zip codes like Manhattan's Upper East Side. The administration estimates this pricing will generate positive ROI within two years through reduced healthcare spending on diabetes, hypertension, and downs...
Key Investment Opportunity
GLP-1 Market Democratization Play
Price reduction from $1,200 to $200 expands addressable market by 10x while maintaining profitability through volume scaling
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