Author argues Lilly's new Kwikpen and multi-dose vial approvals help cut costs ahead of Medicare Part D coverage, protecting margins on its GLP-1 franchise.
LLY — LONG The author argues that with Medicare Part D coverage approaching, Eli Lilly must find ways to cut costs to maintain margins on its cash cow GLP-1 drugs Mounjaro and Zepbound. The FDA approval of Kwikpen and multi-dose vials supports this, with the multi-dose vial likely aimed at LillyDirect and serving as a shot across the bow to compounders by allowing personalized dosing with the branded drug. The catalyst is the Medicare Part D coverage window and the new delivery formats.
With Medicare Part D coverage just around the corner, LLY has to find new ways to cut costs to maintain margins on their cash cow. The FDA just approved Mounjaro and Zepbound in Kwikpen and Multi-Dose vials.
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