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By examining these varied environments, we can gain insights into how market dynamics might develop as subsequent waves of countries lose exclusivity, informing strategies for competitive positioning in future markets

Accessibility: Lilly plans Medicare pricing at $50/month starting April 2026, with self-pay options through LillyDirect ranging from $149-$399 depending on dose

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Current annual therapy cost: ~1.51.7 lakh per patient At 5060% lower pricing: ~70,00085,000 per year Savings of nearly 80,0001,00,000 per patient annually Now consider scale: 100,000 patients 75,000 750 crore annual market 500,000 patients (just ~0.5% of high-risk obese population) 3,750 crore opportunity And thats only drug revenue

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