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Eligibility requirements for the GLP-1 Bridge Program include: Age 18 or older Enrollment in a Medicare Part D or Medicare Advantage Prescription Drug (MA-PD) plan One of the following BMI and health condition combinations: BMI 35 (regardless of other health conditions) BMI 30 with at least one of the following: heart failure with preserved ejection fraction (HFpEF), hypertension, or chronic kidney disease (CKD) BMI 27 with a history of pre-diabetes, myocardial infarction, stroke, or peripheral artery disease (PAD) The program covers the following GLP-1 receptor agonists: Foundayo (orforglipron) tablet, all dose strengths and formulations Wegovy (semaglutide) injections and tablets, all dose strengths and formulations Zepbound (tirzepatide) injections, only when prescribed as the KwikPen (single-dose vials and other single-dose pen formats are excluded) All prescriptions require prior authorization through Humana, which oversees clinical review to ensure adherence to the program's strict medical-necessity guidelines
Novo Nordisk 45% The company gets a higher allocation purely due to a more palatable valuation
To be sure, there are other tailwinds for contract manufacturers, especially those engaged in early-stage research and development
The environment is very peaceful
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