Eddy Edson
Well-Known Member
- Relationship to Diabetes
- Type 2
Their investors, too. A piece worth reading:
www.statnews.com
The chart of sales revenue expectations for insulin varieties versus GLP-1 drugs is a powerful illustration:
![1721278493338.png 1721278493338.png](http://forum.diabetes.org.uk/boards/data/attachments/30/30741-10daa2177cc3089d347c04cc263d5015.jpg?hash=ENqiF3zDCJ)
Financially, there seems to be less & less reason for either of the big guys to remain in an insulin market or category if governments and health systems pressure them on pricing, particular if there is resource competition between the insulin and GLP-1 drugs (eg, pens).
There's clearly a growing risk that the needs of insulin users will fall into a market failure gap. Hopefully governments will do something competent to address this.
![www.statnews.com](https://www.statnews.com/wp-content/uploads/2024/07/20240605-EQ-STAT-PARRISH-007-1024x576.jpg)
As GLP-1 sales surge, insulin users fear Novo Nordisk and Eli Lilly will move on without them
As GLP-1 sales surge, insulin users fear Novo Nordisk and Eli Lilly will leave them in the lurch.
![www.statnews.com](https://www.statnews.com/wp-content/uploads/2023/06/cropped-STAT-Favicon-Round-32x32.png)
The chart of sales revenue expectations for insulin varieties versus GLP-1 drugs is a powerful illustration:
![1721278493338.png 1721278493338.png](http://forum.diabetes.org.uk/boards/data/attachments/30/30741-10daa2177cc3089d347c04cc263d5015.jpg?hash=ENqiF3zDCJ)
Financially, there seems to be less & less reason for either of the big guys to remain in an insulin market or category if governments and health systems pressure them on pricing, particular if there is resource competition between the insulin and GLP-1 drugs (eg, pens).
There's clearly a growing risk that the needs of insulin users will fall into a market failure gap. Hopefully governments will do something competent to address this.
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