Aug. 22 at 7:08 AM
$LLY I don’t hold this stock currently, however Eli have announced a price increase on Mounjaro in Uk which is resulting in private providers offering patients a transfer to
$NVO Wegovy, as a ‘lower cost’ alternative.
Commercially it makes some sense for
$LLY EU/UK distribution to be priced similar however it could lead to a sales drop as I imagine some EU distribution was using the Northern Ireland / Irish agreement to secure stock. It’ll be interesting to see how this rolls out over next few months.