EN News Brief
Summary
Eli Lilly announces significant price cuts for its weight-loss drug Zepbound on its direct-to-consumer platform, LillyDirect, making it more affordable for cash-paying patients.
Key Points
- Price Reduction: Starting December 1, cash prices for Zepbound single-dose vials on LillyDirect drop to a range of $299-$449 per month, down from $349-$499.
- Context & Competition: This move follows recent agreements between the Trump administration and drugmakers to improve access, and comes weeks after rival Novo Nordisk also cut prices for its obesity and diabetes drugs.
- Access Barrier: The drug’s list price (~$1,086/month) and limited insurance coverage have restricted patient access. Direct-to-consumer sales now account for over a third of new Zepbound prescriptions.
- Different Forms: The new price cut applies to existing single-dose vials. A separate deal with the Trump administration focuses on future price reductions for a multi-dose pen version pending FDA approval.
- Market Impact: Despite the price cut potentially reducing per-unit revenue, Eli Lilly’s sales and stock have historically risen on strong demand. Its shares fell nearly 2% on the announcement day.
中文新闻简报
摘要
礼来公司宣布在其直接面向消费者的平台LillyDirect上大幅降低减肥药Zepbound的价格，使自费患者更能负担得起。
关键点
- 价格下调：从12月1日开始，LillyDirect上Zepbound单剂量小瓶的现金价格降至每月299-449美元，此前为349-499美元。
- 背景与竞争：此举是在特朗普政府与制药公司达成改善药物可及性的协议之后，也是在竞争对手诺和诺德几周前下调其肥胖和糖尿病药物价格之后。
- 获取障碍：该药标价（约1086美元/月）和有限的保险覆盖限制了患者获取。直接面向消费者的销售现已占Zepbound新处方的三分之一以上。
- 不同剂型：此次降价适用于现有的单剂量小瓶。与特朗普政府的另一项协议则侧重于未来待FDA批准的多剂量笔式注射剂的降价。
- 市场影响：尽管降价可能降低单位收入，但由于需求旺盛，礼来的销售额和股价在过往降价后仍持续上涨。其股价在宣布当日下跌近2%。
Original Article Link: https://www.cnbc.com/2025/12/01/eli-lilly-prices-zepbound-weight-loss-drug-vials.html