Topic
How big is the GLP-1 market, and where is policy heading?
Prescription volumes, employer and Medicaid decisions, federal policy and the patent cliff.
GLP-1 Policy Tracker: Every Federal ActionA dated tracker of every major federal action shaping GLP-1 prices and access in the US, from the 2003 Medicare weight-loss exclusion through the most-favored-nation deals, TrumpRx, Medicare negotiation, the GLP-1 Bridge and the 2026 pharmaceutical tariffs.GLP-1 Prescriptions in the US: The Numbers by QuarterHow many GLP-1 prescriptions Americans actually fill, quarter by quarter and week by week, plus the revenue those prescriptions generate for Novo Nordisk and Eli Lilly, and why the published numbers disagree with each other.How Employers Are Handling GLP-1 CostsEmployer coverage of GLP-1s for weight loss peaked and is now shrinking. Here is what the 2026 and 2027 benefits surveys say, what employers are doing instead of dropping coverage outright, and what it means if your plan changes.State Medicaid and GLP-1s: Who Covers WhatOnly 13 state Medicaid programs covered GLP-1s for obesity as of January 2026, down from 16 the previous fall. Here is which states dropped coverage, why, what is still required by federal law, and what the CMS BALANCE model was supposed to change.The GLP-1 Patent Cliff: What Happens in 2031 and 2032Semaglutide's main US compound patent expires December 5, 2031, tirzepatide's January 5, 2036. Here is what that actually means for prices, which patents could delay generics, and why the rest of the world already has cheap semaglutide.Where Americans Actually Buy GLP-1s NowThe GLP-1 prescription moved out of the insurance benefit and into the checkout line. Here is how the cash-pay channel works, what each retailer and telehealth platform charges, and what the shift means for your pharmacy record.Where GLP-1 Drugs Are Made in the USA state-by-state map of the US plants making semaglutide and tirzepatide, the tens of billions being spent to build more, the jobs those plants create, and why tariffs and drug pricing deals drove the whole build-out.