Compounded GLP-1s For Obesity: Is The Genie Out Of The Bottle?

Patient demand for compounded versions of FDA-approved obesity drugs is unlikely to dissipate, even if semaglutide’s “shortage” status is resolved. The issue likely will continue to be a high-profile concern for the brand industry.

More than two years of brand product shortages have turbocharged a cottage industry. (Shutterstock)
Key Takeaways
  • The business of GLP-1 drug compounding has progressed to a point that will be hard to reverse.
  • Patient demand will continue, even if semaglutide is removed from the US FDA's drug shortage list and compounding is curtailed.
  • A high-profile Super Bowl ad may increase momentum to align advertising rules for compounded products with those for FDA-approved prescription drugs.

Patient demand for compounded GLP-1 agonists for obesity may have reached a point that will be difficult to reverse, even if the US Food and Drug Administration removes semaglutide from the drug shortage

Sales of compounded semaglutide products through a growing number of telehealth providers now are cutting into revenues for Novo Nordisk’s FDA-approved versions,

Read the full article – start your free trial today!

Join thousands of industry professionals who rely on Scrip for daily insights

  • Start your 7-day free trial
  • Explore trusted news, analysis, and insights
  • Access comprehensive global coverage
  • Enjoy instant access – no credit card required

More from Supply Chain

Cipla Leadership’s Early Take On Trump’s Pricing EO And Pipeline Progress

 

Cipla's CEO underlines that US generic prices are already “very significantly comparable” with the rest of the world and expects President Donald Trump's executive order on drug pricing to primarily impact branded pharmaceuticals. The company also shared updates on its US pipeline.

Strong Showing For Bayer’s Pharma Business In Uncertain Times

 
• By 

As CEO Anderson backs high prices for innovative drugs in Europe

Dr Reddy’s Gears For Tariffs Scenario To Ensure No US Supply Disruption

 

Dr. Reddy's Laboratories preps for potential US tariffs, focusing on sustaining product supply and collaborating with customers on inventories. A recent US plant sale, the firm stressed, was unrelated to tariffs and underlines its openness to ‘make in the US’, where it launched 18 products in fiscal 2025.

Building Up US Biopharma Manufacturing Will Require Investments In Talent

 

Workforce development will be essential to meeting president Trump’s goal to return biopharma manufacturing to the US.

More from Alimentary/Metabolic

China Biopharma Podcast

 
• By 

Join our China-based editors Dexter Yan and Xu Hu in this Chinese-language podcast looking at some of their recent interviews and other key coverage.

Stock Watch: Stock Watch: Lilly And Novo Duke Out Q1

 
• By 

Novo Nordisk enjoyed a surprise GLP-1 agonist contracting win in the first quarter of 2025. This provided a welcome boost to its stock after it had spent the previous quarter on the back foot against rival Lilly.

Lilly Builds Obesity Momentum With New SURMOUNT Data Besting Novo Nordisk

 

The presentation and publication of the Phase IIIb study showing greater efficacy for Zepbound over Wegovy come at a time when competition has been heating up between the two obesity medications.