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How long til we're all on Ozempic?


Over 100 million Americans, and possibly many more, could benefit from GLP-1 drugs. When can they expect to get them?

It addresses a large patient population, it’s a biologic (or drug made from a living organism), it’s an injection used on an ongoing basis, and it treats similar indications — Ozempic was initially approved as a treatment for diabetes. Lilly recently committed at least $13 billion for factories in North Carolina, Wisconsin, Indiana, and Germany, which are expected to come online at varying points by 2028. And most of them are produced by Eli Lilly or Novo Nordisk, so we should expect their introduction to mostly cannibalize sales and manufacturing capacity from existing drugs, rather than widen the market.

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