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GLP-1 Coverage Fell From 72% to 60%. Is Eli Lilly's Weight-Loss Boom Hitting an Insurance Wall?

Source: 247wallst.com

Healthcare & BiotechCorporate EarningsCompany Fundamentals
GLP-1 Coverage Fell From 72% to 60%. Is Eli Lilly's Weight-Loss Boom Hitting an Insurance Wall?

Eli Lilly reported a 47% revenue surge despite employer insurance coverage for GLP-1 weight-loss drugs shrinking. The article argues that underlying demand/volume support is keeping utilization alive, implying shareholders should be cautious about interpreting coverage cut headlines as immediate demand destruction.

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