John/Beth


December 29, 2025

Obesity Model & “Deal” Demo Exclusions

By John Leppard

CMS’s BALANCE Model to facilitate coverage of anti-obesity medications (AOMs) [LLY, NVO] in Medicaid and Medicare Part D (PD) (standalone and Medicare Advantage plans) – released Dec. 23 – while still lacking key details, provides…

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November 7, 2025

Obesity Drug Pricing Deal: Devil in the Details

By John Leppard

As outlined by the Trump administration, we view yesterday’s obesity drug pricing deal with NVO and LLY as a modest near-term positive (potentially better for LLY), with the $245 / mo. price point for Medicare…

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