Trump Administration Confirms Pricing Agreement with Weight-Loss Drug Manufacturers Eli Lilly and Novo Nordisk
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 06 2025
0mins
Source: MarketWatch
Deal with Drugmakers: The Trump administration has reached an agreement with Eli Lilly and Novo Nordisk to lower prices for GLP-1 drugs for Medicare, Medicaid, and TrumpRx.gov users.
Pricing Structure: Oral doses of GLP-1 drugs will be priced at $149 per month for eligible beneficiaries, while other doses will cost $245 per month.
Coverage for Obesity: The savings from these price reductions will be used to provide coverage for GLP-1 drugs for obesity patients at the same price of $245 per month.
Direct-to-Consumer Initiative: The new pricing structure is part of the administration's efforts to enhance access to medications through the direct-to-consumer website TrumpRx.gov.
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Analyst Views on LLY
Wall Street analysts forecast LLY stock price to rise
20 Analyst Rating
18 Buy
2 Hold
0 Sell
Strong Buy
Current: 1058.560
Low
950.00
Averages
1192
High
1500
Current: 1058.560
Low
950.00
Averages
1192
High
1500
About LLY
Eli Lilly and Company is a medicine company, which discovers, develops, manufactures, markets, and sells pharmaceutical products worldwide. Its cardiometabolic health products include Basaglar; Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, and others; Humulin, Humulin 70/30, and others; Jardiance; Mounjaro; Trulicity; Zepbound; VERVE-102; VERVE-201, and VERVE-301. Its oncology products include Cyramza, Erbitux, Tyvyt, and Verzenio. Its immunology products include Ebglyss, Olumiant, Omvoh, and Taltz. Its neuroscience products include Emgality and Kisunla. The Company is also engaged in radiopharmaceutical discovery, development, and manufacturing efforts, and clinical and pre-clinical radioligand therapies in development for the treatment of cancer. It is also developing an oral small molecule inhibitor of a4b7 integrin for inflammatory bowel disease (IBD). It is evaluating its novel gene therapy candidate, ixoberogene soroparvovec.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Resilience: Eli Lilly's leadership in the diabetes medication market allows it to maintain strong financial performance during economic downturns, with analysts predicting that demand for its medicines will remain largely unaffected despite growing concerns over a potential AI bubble burst.
- Innovative Pipeline: Eli Lilly's Zepbound (tirzepatide) leads the weight-loss drug market, and the company is expected to launch new anti-obesity products like orforglipron and retatrutide in the coming years, which will further solidify its market position and drive revenue growth.
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- Dividend Appeal: With a 103.5% increase in dividends over the past five years, Eli Lilly presents an attractive option for dividend-seeking investors, making it a compelling long-term hold even amidst potential market volatility.
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