Ozempic, a product of Novo Nordisk, is at the center of an unfolding medical and supply chain conundrum. Originally developed as a treatment for type 2 diabetes, Ozempic leverages the power of semaglutide to regulate insulin production, thus controlling blood sugar levels.
Excellent read. “Articulate and detailed”
Curious to hear how you see Ozempic and others impacting supply and demand in the cpg industry. Large cpgs are already anticipating an impact but are they overreacting?
Insurance companies could play an indirect pivotal role, perhaps? Rising prices with this demand shock might lead to insurance companies to reassess coverage policies, potentially influencing patient access and affordability for Ozempic. Plus, “off-label” use, such as Ozempic for weight loss, probably has different reimbursement conditions not favoring users of Ozempic for weight loss. Insurance companies could almost act like automatic stabilizers, balancing seekers of Ozempic for weight loss versus for type 2 diabetes. Thank you for another great thought provoking read!