glp-1 medicare CMS Issues Coverage Guidance on Anti-Obesity Drugs The Medicare GLP-1 Bridge Begins

Whats happening: Sleep architecture is shifting

More significant weight loss typically develops over three to six months as dosing is gradually increased

Whats the difference between Medicare and Medicaid

Over time, this helps: Repair damaged brain cells Strengthen neural pathways Improve mood, motivation, and thinking Think of BDNF like the Miracle-Gro for your brain

10.1208/s12249-019-1421-0 215 ZhangS.WangY.ChengJ.HuangfuN.ZhaoR.XuZ.et al (2019)

Novo Nordisk (NVO) Trailing P/Es: LLY 38, NOV 10 Forward P/Es: LLY 26, NVO 11 Estimated 2026 sales growth: LLY 26%, NVO -8% Estimated 2025 EPS growth: LLY 43%, NVO -6% Cash per share: LLY $8.14, NVO $6.07 Institutional ownership: LLY 84.6%, NVO 9.5% In terms of value, NVO has LLY beat by a mile, trading at less than a third of LLY on a trailing price-to-earnings basis and just under half of it on a forward price-to-earnings basis