Eli Lilly and Novo Nordisk Strike MFN Deals to Lower GLP-1 Prices
Both pharma giants reached most-favored-nation pricing agreements with the Trump Administration to reduce costs of tirzepatide and semaglutide for American consumers.
39 stories
Tirzepatide is Eli Lilly's GLP-1/GIP dual agonist, sold as Mounjaro for type-2 diabetes and Zepbound for obesity. The Phase 3 SURMOUNT and SURPASS programs established it as the most potent incretin therapy approved.
SURMOUNT-5, the head-to-head against semaglutide, read out in April 2026 with 21.6% mean weight loss at 72 weeks versus 15.4% for semaglutide; 36.2% of tirzepatide patients hit ≥25% weight loss versus 19.4% on semaglutide. The drug also has FDA approval for moderate-to-severe obstructive sleep apnea via the SURMOUNT-OSA program, and Truveta EHR data presented at OMA 2026 reproduced the head-to-head signal in routine 12-month care.
Like semaglutide, tirzepatide sits on the FDA's April 30, 2026 proposal to exclude branded actives from the 503B bulks list. Stories here track new readouts, the head-to-head economics, and the long compounding fight.
Both pharma giants reached most-favored-nation pricing agreements with the Trump Administration to reduce costs of tirzepatide and semaglutide for American consumers.
A panel of 21 obesity and cancer experts proposed a 5,000-participant, decade-long trial to test whether semaglutide and tirzepatide can prevent obesity-related cancers.
A Cleveland Clinic analysis of 7,938 adults who discontinued semaglutide or tirzepatide found that real-world outcomes are better than clinical trials suggested. Obesity patients regained just 0.5% of body weight on average after one year, and 45% either maintained or continued losing weight by restarting treatment, switching medications, or adopting lifestyle changes.