Dave Knapp

Now, in fairness to both Lilly and Novo, They have both gobbled up about every ounce of manufacturing capacity that is to be gobbled up to increase production of the branded supply. Eli Lilly just announced a $27 billion investment in infrastructure in the United States to continue to increase their manufacturing capacity.

And one of the things that I think is really amazing that Lilly has done in all this is is they've repatriated the active pharmaceutical ingredient to the United States. So actually the active ingredient in Manjaro will be made in Lebanon, Indiana. And so I think there are some positives to this.

And one of the things that I think is really amazing that Lilly has done in all this is is they've repatriated the active pharmaceutical ingredient to the United States. So actually the active ingredient in Manjaro will be made in Lebanon, Indiana. And so I think there are some positives to this.

And one of the things that I think is really amazing that Lilly has done in all this is is they've repatriated the active pharmaceutical ingredient to the United States. So actually the active ingredient in Manjaro will be made in Lebanon, Indiana. And so I think there are some positives to this.

You've also seen because of this sort of market that has popped up, and I don't even know how to, let's call it big pharma, little pharma, right? This little pharma sort of, market that has popped up in 503Bs is it put pressure on Eli Lilly and Novo Nordisk to reduce the cost of the prescription. So you always hear like, how many times have you heard this?

You've also seen because of this sort of market that has popped up, and I don't even know how to, let's call it big pharma, little pharma, right? This little pharma sort of, market that has popped up in 503Bs is it put pressure on Eli Lilly and Novo Nordisk to reduce the cost of the prescription. So you always hear like, how many times have you heard this?

You've also seen because of this sort of market that has popped up, and I don't even know how to, let's call it big pharma, little pharma, right? This little pharma sort of, market that has popped up in 503Bs is it put pressure on Eli Lilly and Novo Nordisk to reduce the cost of the prescription. So you always hear like, how many times have you heard this?

Well, we pay in America five times what they pay in Australia or the United Kingdom for these medications. That all has to do with the list price. Most people in the United States are not paying $1,300 a month for Ozempic. In fact, Wegovy, which is the obesity medicine version of Ozempic, most people that are on this are paying less than $25 a month.

Well, we pay in America five times what they pay in Australia or the United Kingdom for these medications. That all has to do with the list price. Most people in the United States are not paying $1,300 a month for Ozempic. In fact, Wegovy, which is the obesity medicine version of Ozempic, most people that are on this are paying less than $25 a month.

Well, we pay in America five times what they pay in Australia or the United Kingdom for these medications. That all has to do with the list price. Most people in the United States are not paying $1,300 a month for Ozempic. In fact, Wegovy, which is the obesity medicine version of Ozempic, most people that are on this are paying less than $25 a month.

80% of the people who are on this are paying $25 a month. Is that with insurance? That's, yeah, that's with insurance, right? So you have the list price at $1,300, but most people in the United States are paying 80% or paying $25 or less. Now, why is that?

80% of the people who are on this are paying $25 a month. Is that with insurance? That's, yeah, that's with insurance, right? So you have the list price at $1,300, but most people in the United States are paying 80% or paying $25 or less. Now, why is that?

80% of the people who are on this are paying $25 a month. Is that with insurance? That's, yeah, that's with insurance, right? So you have the list price at $1,300, but most people in the United States are paying 80% or paying $25 or less. Now, why is that?

We had the CEO of Novo Nordisk testifying on Capitol Hill that PBMs, which are the pharmacy benefit managers, they're the ones for your audience that are the ones that gatekeep what drugs you can have on your insurance plan. And they basically do this the way that Walmart sells a toaster, right? So Walmart wants to sell a toaster.

We had the CEO of Novo Nordisk testifying on Capitol Hill that PBMs, which are the pharmacy benefit managers, they're the ones for your audience that are the ones that gatekeep what drugs you can have on your insurance plan. And they basically do this the way that Walmart sells a toaster, right? So Walmart wants to sell a toaster.

We had the CEO of Novo Nordisk testifying on Capitol Hill that PBMs, which are the pharmacy benefit managers, they're the ones for your audience that are the ones that gatekeep what drugs you can have on your insurance plan. And they basically do this the way that Walmart sells a toaster, right? So Walmart wants to sell a toaster.

They bring in five toaster manufacturers and they say, who can give us a $5 toaster? Because we're going to sell it for 15. And the one guy goes, well, it cost me eight to make it. And so that person's option is either outsource his manufacturing to a foreign country where they pay slave labor wages, or they don't have a lot of choices.

They bring in five toaster manufacturers and they say, who can give us a $5 toaster? Because we're going to sell it for 15. And the one guy goes, well, it cost me eight to make it. And so that person's option is either outsource his manufacturing to a foreign country where they pay slave labor wages, or they don't have a lot of choices.

They bring in five toaster manufacturers and they say, who can give us a $5 toaster? Because we're going to sell it for 15. And the one guy goes, well, it cost me eight to make it. And so that person's option is either outsource his manufacturing to a foreign country where they pay slave labor wages, or they don't have a lot of choices.

So whoever can bring them that $5 toaster gets added to the Walmart shelves, right? Same with the insurance formulary and the PBMs. The PBMs go, you want your anti-obesity medication on our formulary? Well, here's what you're going to pay us to have it there in the form of rebates.