LLY · 10-Q · 2026Q2 · Full report
Medicare GLP-1 Bridge Program
ELI LILLY & Co · 2026-08-05 · Importance 47 · Surprise 60 · In source text
Under voluntary agreements with the U.S. government, Lilly agreed to lower Medicaid and certain other drug prices and adopt a more balanced pricing approach across developed nations. The Medicare GLP-1 Bridge Program provides Medicare beneficiaries access to discounted Lilly obesity medicines from July 1, 2026 through December 31, 2027, while individual state Medicaid programs may separately expand access. Lilly continues discussions with the Centers for Medicare & Medicaid Services regarding long-term Medicare obesity-drug access, but uptake is unknown and the arrangements could reduce pricing, demand, access, or competitive positioning in some markets.
Key facts
- The company finalized drug pricing agreements with the U.S. government, including Medicare access to discounted Lilly obesity medicines under the Medicare GLP-1 Bridge program in the first quarter of 2026. source
- Under the Medicare GLP-1 Bridge program, Medicare beneficiaries obtained access to discounted Lilly obesity medicines effective July 1, 2026 through December 31, 2027. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | committed | — | The company finalized drug pricing agreements with the U.S. government, including Medicare access to discounted Lilly obesity medicines… |
| revenue | negative | committed | — | Under the Medicare GLP-1 Bridge program, Medicare beneficiaries obtained access to discounted Lilly obesity medicines effective July 1,… |