CVS Novo deal


















Doubtful with their lack of any CV benefit/data. If their Mounjaro CVOT comes out with terrible results, or they try and bury it ( which is what I am hearing) we should get more payor wins like this.
That assumes payors care about indications. I think they are more interested in the money being rebated back.

I personally feel SEMA is a better molecule, however.
 






insurance companies don’t care about outcomes as much as you think cause patients don’t take these drugs long enough to actually see a benefit. Stay time way too short and also patients change insurance all the time.

This is what prob happened: Novo came to table with a rebate that was clearly far better than Lilly’s and CVS pulled the trigger for exclusivity. Novo was expecting parity and probably sold the farm because we had lost millions of lives headed into 2025. Didn’t expect that Lilly would come in much higher.

Nothing to do with heart attacks.
 



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