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15–20% of the GLP‑1 market flowed to compounded (non‑FDA‑approved, no clinical…
Brief
GLP‑1 market dynamics: Alex (quoted by Patrick O'Shaughnessy) says 15–20% of demand moved to compounded, non‑approved GLP‑1s because price matters. In 2025 average monthly costs exceeded $400–$500, compounded versions ran ~50% cheaper, and oral Wegovy at $150/month drove weekly new users from ~200,000 to ~300,000 within months.
Why it matters
15–20% of the GLP‑1 market flowed to compounded (non‑FDA‑approved, no clinical trials) GLP‑1s, per Alex (quoted by Patrick O'Shaughnessy).
Key details
- Average monthly GLP‑1 cost in 2025 was over $400–$500; compounded GLP‑1s cost about half as much.
- After oral Wegovy launched at $150/month (~$1,800/year), weekly new GLP‑1 users rose from ~200,000 to ~300,000, with uptake described as 'flying off the shelves' at that price point.