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Topic

Drug pricing

How pharmaceutical prices are set, discounted and compared across wholesale and consumer channels, and how competitors respond to price changes.

Current stories

investConfirmed3 publishers

Hanmi's Eppe discount to Mounjaro shrinks from 53% at the starting dose to 19% at maintenance

Hanmi's Eppe is due this month at 129,800 won wholesale for four weeks, against about 210,000 to 270,000 won for Wegovy and Mounjaro. At the 299,200 won maintenance dose, Seoul Economic Daily puts the gap at 17% to 19%.

Perspective Coverage

3 publishers
Builder
Builder 13%
Operator
Operator 37%
Investor
Investor 50%

Reality

Evidence55
Adoption
Not scored
Hype gap+35
Incentives60
Confidence62
productConfirmed5 publishers

FTC points to Martin Shkreli's livestreams and stock trades as breaches of a lifetime pharma ban

FTC and seven state attorneys general asked a federal judge to hold Martin Shkreli in contempt for allegedly breaking his 2022 lifetime pharma ban. The filing treats his livestreamed commentary on the industry as a breach alongside his trading.

Perspective Coverage

5 publishers
Builder
Builder 5%
Operator
Operator 49%
Investor
Investor 46%

Reality

Evidence55
Adoption
Not scored
Hype gap+8
Incentives
Not scored
Confidence72
leadershipOne report1 publisher

GLP-1 drugs outsold generative AI in 2025 on Exponential View's own estimate of AI revenue

Exponential View says GLP-1 sales reached $76 billion in 2025, ahead of its own $63 billion estimate for generative AI. The $13 billion lead rests on that estimate, and the retention studies the piece cites show heavy attrition.

Reality

Evidence45
Adoption11
Hype gap+20
Incentives40
Confidence50
investConfirmed2 publishers

Korea approves Hanmi's homegrown obesity shot after a trial showing 9% weight loss in 40 weeks

Korea's regulator approved Hanmi Pharmaceutical's efpeglenatide, the first homegrown GLP-1 obesity drug, after patients lost 9.02% of body weight in 40 weeks. That is less than Wegovy and Mounjaro showed in longer trials, so Hanmi's case rests on milder side effects and a price for long-term patients that it has not yet set.

Reality

Evidence60
Adoption8
Hype gap+15
Incentives60
Confidence58
investOne report1 publisher

Price decides whether Hanmi's Eppe takes share from Mounjaro and Wegovy

Hanmi Pharmaceutical's Eppe, Korea's first home-grown GLP-1 obesity drug, is approved and expected to launch at about half Wegovy's 200,000-won-plus price. Its trial weight loss trails both incumbents, so the launch price will set how much of a Mounjaro-dominated market it can reach.

Reality

Evidence55
Adoption8
Hype gap+10
Incentives40
Confidence50
investOne report1 publisher

Hanmi's Cheaper Obesity Drug Eppe Could Undercut Lilly's Mounjaro More Than Novo's Wegovy

Hanmi Pharmaceutical's Eppe could launch in Korea before year-end at an estimated 150,000 won for four weeks, 45% below Mounjaro's cheapest listing. Lilly won about 85% of the market at a higher price than Wegovy, so Novo, which has cut once already, is the likelier incumbent to cut again.

Publishers:koreaherald.com

Reality

Evidence45
Adoption
Not scored
Hype gap+25
Incentives
Not scored
Confidence40