CVS Health研究：GLP-1药物月价低于350美元时，雇主医保可望收支平衡
CVS Health 11月14日发布一项基于旗下 Aetna 保险理赔数据的研究称，GLP-1 类药物若月价降到350美元以下，雇主与其他医保计划方有望在这类药物上实现收支平衡，因为患者住院与急诊等医疗服务使用减少所省下的钱，可以抵消药费。
这项分析比较了2023年至2025年间新开始服用礼来与诺和诺德 GLP-1 药物的患者与情况相近的未服药者，涵盖用于糖尿病的 Mounjaro 与 Ozempic，以及用于肥胖的 Zepbound 与 Wegovy，随访最长三年。CVS 称，服药与用药第一、第二年急诊就诊减少10%至12%相关；对约4,000名坚持服药三年的患者记录分析显示，住院减少34%至42%。三年间，计划方人均医疗账单省下9,400美元，但处方支出多出13,300美元，人均净增成本3,900美元，说明现行价格仍高于节省额。
CVS 首席医疗官 Amy Compton-Phillips 表示，药厂面向消费者的直购价格显示，药厂以每月低于350美元的价格仍可盈利，同时帮助降低整体医疗成本，她希望这一价格能尽早实现。CVS 定于11月15日在 Las Vegas 举行的 HLTH USA 大会上发布这项研究结果。
（来源：CVS Health）
CVS Health Study: GLP-1 Drugs Could Break Even for Health Plans Below $350 a Month
CVS Health on November 14 released a study based on claims data from its Aetna health insurance unit saying employers and other health plan sponsors could break even on GLP-1 drugs if they were priced below $350 per month, as reduced use of medical services such as hospitalizations and emergency room visits would lower spending enough to offset drug costs.
The analysis compared patients who newly started GLP-1 medicines from Eli Lilly and Novo Nordisk between 2023 and 2025 with similar patients who did not take the drugs, covering Mounjaro and Ozempic for diabetes and Zepbound and Wegovy for obesity, over periods of up to three years. CVS said GLP-1 use was associated with 10-12% lower emergency room visits in the first and second year of use, and an analysis of records for 4,000 people still taking the drug after three years showed hospitalizations down 34-42%. Across those three years, plan sponsors saved $9,400 per person on medical bills but spent $13,300 more on prescriptions, adding $3,900 per person in net costs at current prices.
Dr. Amy Compton-Phillips, chief medical officer at CVS Health, said the drugmakers' direct-to-consumer prices suggest they can still profit by charging less than $350 a month while helping lower overall healthcare costs, and said she hoped that price could be reached sooner rather than later. CVS was set to present the findings on November 15 at the HLTH USA conference in Las Vegas.
(Source: CVS Health)
来源：CVS Health
发布：GSM·美国（发布链接）
图片来源：图：位于加州 Oakland 的一家 CVS Pharmacy 门店。Thomasfan1916 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: A CVS Pharmacy store in Oakland, California. Photo by Thomasfan1916, CC BY-SA 4.0, via Wikimedia Commons.
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