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,
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