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The CEO of the Alliance for Pharmacy Compounding unpacks how the ruling affects telehealth providers and what it could signal for future GLP-1 entrants and market dynamics:

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Coverage Baseline Previously unavailable under Medicare Part D Only 13 states cover them in Medicaid (KFF HMA survey) 19% of large employers cover GLP-1s for obesity, though 43% of employers with 5,000+ employees offer coverage (KFF 2025 survey) Current Expansion ~50% of CVS Caremark clients now provide coverage for weight loss Medicare GLP-1 Bridge program launches coverage for eligible Medicare Part D patients 7/1/26 This aligns with a recent survey from Business Group on Health that found 67% of the surveyed employers now cover GLP-1s for weight loss (though a reduction is expected for 2027)

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Some compounding pharmacies are using unauthorized active ingredients to make copycat versions of Ozempic and Wegovy.