Novo CEO says 1.5 million on compounded. I wonder how many are on grey?

[Nmcoyote1]

I'm guessing over 100k are on grey. https://www.reuters.com/business/he...n-us-users-compounded-glp-1-drugs-2026-01-12/

 

[druell235]

I personally think 1.5 million is a little low, but at least they are acknowledging that they are too expensive for too many people.

 

[Zydeceltico]

I personally think 1.5 million is a little low, but at least they are acknowledging that they are too expensive for too many people.

It's also quite telling to me that the article makes it clear that Novo is far more concerned about profit than availability - thus the comments regarding speed-to-market in order to not lose their "breakfast."

Not that that is in any way a surprise.

 

[Chili777]

Maybe they shouldn't charge so damn much for breakfast. A certain market segment is price conscious? Unless you're independently wealthy, who isn't price conscious? Simple economics shows that you capture greater market share with a lower price point. I'm sure they can find one that provides them a reasonable profit.

 

[Labcat]

I saw an estimate that a third of the over 31million people in the US today on glps is compounded. Where are all these number coming from? 1 in 12 feels right.

Also it’s ironic of Novo to talk about how they are fighting those bypassing fda’s rules… after their own citations. I guess they must know something about it…