What changed this year
Compounded GLP-1 era nearing end. Insurance coverage expanding for branded. Tirzepatide widening lead over semaglutide in outcome data.
Major studies
SURMOUNT-4 extension
Tirzepatide weight loss sustained at 88 weeks. 15-20% body weight loss range.
STEP-Adolescent follow-up
Long-term semaglutide safety in 12-17 year olds.
Compounded GLP-1 pharmacology study
Bioequivalence varied across compounders. Some met branded standards; others did not.
Brand changes
- Mochi Health: Pricing rose 20% due to compounding cost increases.
- Found: Added Aetna + UHC insurance contracts.
Policy shifts
- FDA shortage list ended February 2025 — compounders losing legal cover
- Medicare continues to exclude GLP-1 for weight (statutory)
- Several states proposing GLP-1 coverage mandates
What to watch next
Triple agonist (retatrutide) Phase 3 trial readouts. Oral GLP-1 formulations. Medicare statutory change attempts.