Morgan Stanley analysts said they are seeing a profound shift in the way diabetes is being treated, with doctors intensifying the focus on weight management, which is accelerating the uptake of GLP-1 medications. What's more, the analysts anticipate that over the next 24 months, this weight-centric approach will start to spread to other health complications — from heart failure to sleep apnea to kidney disease.
Investors are hoping that strengthening the tie between weight loss and better health will help patients get insurance coverage for these pricey medications. That includes Medicare, which is not allowed to reimburse patients for weight loss medications. Morgan Stanley said it has been surprised already by how quickly insurers are adding coverage of the drugs, which can cost more than $1,000 per month.
Source: Healthcare Press (healthcarepress.net)
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