GLP-1 Drug Lords: “Sure, sales cooled off, but we’re still running the hottest block in pharma.”

Trump: “Not for long, Slim.”

During a Thursday press conference that was supposed to be about IVF treatments, Trump randomly dropped a grenade: “Those (weight-loss drugs) are going to be $150 out of pocket.”

Translation: “Hey Novo, remember charging nearly a grand for Ozempic? Yeah, those days are over.”

Logically, the announcement sent Novo and Lilly shares back to the poorhouse. Dr. Oz, now head of Medicare & Medicaid Services (because why not)... quickly jumped in to say the negotiations “aren’t finalized yet.” Translation: “We have no clue what he’s talking about, but please don’t tank the market again.”

Ozempic (the Type 2 diabetes drug turned Hollywood’s favorite diet hack) has pretty much become a miracle drug. Novo Nordisk’s Danish HQ has been swimming in money ever since everyone saw how fast it slimmed down Kelly Clarkson and Adele. But now Trump’s trying to turn the “skinny shot” into a populist talking point… promising to cut its cost by nearly 85%.

The move is part of a broader pressure campaign to strong-arm drugmakers into cutting U.S. prices. He’s already made deals with Merck (for fertility meds), Pfizer, and AstraZeneca… and now he’s coming for the GLP-1 drug lords.

(Source: Bloomberg)

The irony in all this is that Ozempic and its cousin Wegovy already saw price cuts for uninsured Americans earlier this year ($499 a month, down from $999). But based on his random comment, Trump’s aiming lower… like Walmart rollback low.

Investors who can count past 10 without removing their shoes didn’t need a calculator for this one… they immediately hit “sell” the second they pictured those THICC profit margins circling the toilet. Lilly coughed up 5.3%, and Novo dropped 4.7%. Wall Street’s takeaway was pretty clear: even if the $150 promise is hot air, it signals the White House is serious about pressuring Big Pharma. And when the President says “pretty fast,” traders hear “damp it now.”

For decades, the U.S. has paid 2-3x more for prescription drugs than other developed countries. Trump’s team is now dangling tariff threats to bring those prices down… and Ozempic, the $100 billion fish of the obesity ocean, is the fattest target of them all.

And yeah, Novo issued a polite response: “We’re engaged in discussions and focused on affordability.” Which really means: “You can’t do this to me, do you know how much I sacrificed!”

You have to admit, healthcare in America is an absolute joke… and that includes prescriptions. But dropping from $1,000 to $499 and now possibly $150? That’s practically the nail in the coffin for every GLP-1 company still riding the Ozempic wave. If Trump actually pulls this off, Americans could be paying less for their weight-loss injections than their cable bill. Needless to say, it doesn’t exactly seem like a good time to be buying the dip on Novo Nordisk or Eli Lilly.

At the time of publishing this article, Stocks.News holds positions in Merck as mentioned in the article.