Health economics
2026-04-26
13 min read
12 sources
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...