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FDA Ends GLP-1 Drug Shortages, Triggering New Pricing and Coverage Moves

Novo Nordisk and Cigna introduce temporary discounts and copay caps as compounded semaglutide distribution ceases under new FDA regulations.

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Overview

  • The FDA declared shortages of GLP-1 weight-loss drugs Wegovy and Zepbound officially over as of May 22, 2025, banning compounded semaglutide distribution.
  • Novo Nordisk announced a temporary $199 price for a one-month supply of Wegovy through June 30 for patients transitioning from compounded versions, with the price increasing to $499 afterward.
  • Cigna’s Evernorth pharmacy benefits unit secured a deal to cap patient copays for Wegovy and Zepbound at $200 per month and reduce employer costs starting July 1.
  • CVS Caremark finalized a formulary agreement favoring Wegovy as its primary weight-loss drug beginning in the second half of 2025, deprioritizing Eli Lilly’s Zepbound.
  • Medicare price negotiations under the Inflation Reduction Act are set to further reshape the market by 2027, potentially making Novo Nordisk’s products preferred within the program.