Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
GLP-1 Global Supply Chain 2026: From Shortage to Surplus, From Pricing Power to Pushback
Semaglutide and tirzepatide are exiting the FDA shortage list, compounding pharmacies are losing legal cover, and Indian generics are rewriting the affordability curve. The next bottleneck is payer authorization, not vials.
GLP-1 receptor agonists have moved from a manufacturing crisis into a payer crisis in 18 months. Novo Nordisk and Eli Lilly together invested more than 60 billion dollars in capacity through 2024 and 2025, the FDA removed semaglutide and tirzepatide from the formal shortage list in early 2025, and the 503A and 503B compounding gray market...
GLP-1 at the Medicare Bargaining Table: Ozempic, Wegovy, and the 2027 Pricing Reset
Medicare's first negotiated prices took effect January 2026 across ten high-spend drugs. Cohort two, effective 2027, now includes Ozempic. The implications for Novo Nordisk, Eli Lilly, compounding telehealth, and global access stretch from Indianapolis to Indore.
The Inflation Reduction Act's drug price negotiation program moves from theory to invoice. CMS published Maximum Fair Prices for the first ten Part D drugs (Eliquis, Jardiance, Xarelto, Januvia, Farxiga, Entresto, Enbrel, Imbruvica, Stelara, NovoLog) effective January 1, 2026, with discounts ranging from 38 to 79 percent off 2023 list (CM...