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Lonza acquiring smaller peptide players, or Carlyle investing in Bachem) to capture GLP-1 growth ( [50] ) ( [13] )

The 4-month rest is not optional

Ed Watts, Ehrmann Cornish Dairy Meanwhile, Ed Watts, chief commercial officer at Ehrmann Cornish Dairy, the UK arm of German dairy group Ehrmann, tells Just Food the GLP-1-led shift in eating habits has increased interest in its products

list prices (2025): $900$1,300 per month without insurance $11,000$16,000 per year at retail pricing Manufacturer coupons typically expire after 612 months Coverage reality: Medicare: limited obesity coverage Medicaid: varies by state Employer plans: increasingly restrictive prior authorization Weight regain often occurs after discontinuation Projected pricing trends: Near-term (35 years): modest price erosion, not collapse Medium-term (510 years): biosimilars and next-gen entrants may reduce prices 3050% Long-term: combination therapies likely raise per-patient spend again This is not a short-course drug market

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