Ozempic and Wegovy are selected for Medicare's price negotiations
Medicare “negotiations” and policy mechanics
- Many note Medicare’s new authority is tightly constrained: only a small, specific list of drugs can be “negotiated,” a compromise shaped by pharma lobbying.
- Several posters argue this isn’t a real negotiation but de facto price setting backed by punitive taxes if manufacturers refuse.
- Others contrast U.S. practice with other countries’ “purchasing controls” (state buyer simply refuses overpriced drugs) rather than hard price caps, and suggest using QALY-style value thresholds.
- Debate over whether such price-setting undermines patent-era monopoly incentives vs. merely correcting monopoly abuses.
Drug pricing, patents, and R&D incentives
- Repeated comparisons: semaglutide is dramatically cheaper in Europe and other markets than in the U.S., despite being the same branded drug.
- Some cite studies claiming very low manufacturing cost; others criticize those analyses as ignoring R&D, labor, QA, and regulatory overhead.
- One camp stresses high prices are needed to recoup multi‑billion‑dollar development costs and failed projects; another claims outsized margins mostly enrich shareholders and intermediaries.
- Cynical takes on why Ozempic/Wegovy (semaglutide) were picked: patents expiring around 2026 vs. longer protection for tirzepatide (Mounjaro/Zepbound), and possible preference for a U.S. company.
- Proposals include “most‑favored nation” pricing or reference to foreign baskets; critics warn this could restrict access in poor countries or create circular downward pricing.
Clinical effects and the CICO debate
- Multiple users report GLP‑1s dramatically reduce “food noise,” cravings, and portion sizes, sometimes changing food preferences rather than enabling binge‑and‑purge behavior.
- Some see them as confirming calories‑in/calories‑out (CICO): they primarily work by lowering intake. Others argue additional metabolic or behavioral effects may matter.
- Ongoing lay debate: CICO as a physical law vs. its (in)practicality as a weight‑loss prescription given metabolic adaptation, mis‑tracking, and constant hunger.
DIY, compounding, and safety
- Compounded and “research peptide” semaglutide is widely discussed: much cheaper, but legality depends on FDA‑declared shortages.
- Significant concern over non‑sterile home mixing and uncertain product quality/dosage; others report using Chinese or Discord‑sourced peptide powders with no evident infections so far.
- Some recommend reputable compounding pharmacies or clinics; others highlight counterfeit risk even in formal supply chains.
U.S. insurance and system dysfunction
- Many accounts of insurers abruptly changing formularies, forcing switches between GLP‑1s, or denying coverage even for diabetes indications.
- Complaints that PBMs and insurers, not just manufacturers, drive U.S. list prices and distort rebates; attempts by manufacturers to cut list prices can allegedly lead to loss of coverage.
- Frustration that job or plan changes can disrupt ongoing therapy; debate over HIPAA and employer visibility into medications.
Ethical, cultural, and societal angles
- Some view widespread Ozempic use as dystopian: outsourcing willpower and ignoring root causes (ultra‑processed food, built environment).
- Others counter that obesity involves addiction‑like biology and hostile food environments; GLP‑1s are likened to nicotine patches or tools like glasses—technology that makes healthy choices feasible.
- Concerns that focusing on drugs may delay reforms of the food system; others argue harm reduction now is worth it even if upstream fixes lag.
Geopolitics tangent
- A side thread speculates about U.S. pressure on Danish Novo Nordisk as leverage over Greenland; other commenters find this coordination theory implausible.