IIRC Calibrate's pitch to insurers is that by pairing Semaglutide with their behaviour change program (app + coaches) they can eventually wean people off the medication while maintaining the weight loss effects, saving insurers lots of $$ in the long term. So far they've been quite successful convincing insurers (and VCs) of this but I think the evidence shows people need to stay on Semaglutide forever to maintain their weight so I don't think this will hold up.
I would be surprised if Semaglutide was cheaply available as a generic by the mid-2030s unless there are significant reforms made to the patent system or pharma industry rules. Humira and Lantus are good examples of drugs which would be significantly cheaper by now except for repeated patent extension and industry deals maintaining monopolies (although hopefully coming down soon).
IIRC Calibrate's pitch to insurers is that by pairing Semaglutide with their behaviour change program (app + coaches) they can eventually wean people off the medication while maintaining the weight loss effects, saving insurers lots of $$ in the long term. So far they've been quite successful convincing insurers (and VCs) of this but I think the evidence shows people need to stay on Semaglutide forever to maintain their weight so I don't think this will hold up.
I would be surprised if Semaglutide was cheaply available as a generic by the mid-2030s unless there are significant reforms made to the patent system or pharma industry rules. Humira and Lantus are good examples of drugs which would be significantly cheaper by now except for repeated patent extension and industry deals maintaining monopolies (although hopefully coming down soon).