I think we will have an obesity division.
Obesity drugs are not covered very well and take a lot of pull through work similar to Emgality.
We can’t have our DBU twos launching obesity & essentially still getting Mounjaro established. Plus the PC1 & 2 reps have their haves full just staying on top of their T2D targets.
PC3 is launching CKD so there’s absolutely no way they will launch CKD & obesity at the same time. Plus PC3 has a difficult time hitting their required metrics for the BI contract & the obesity drug would only take away from their metrics.
No other choice than to have an obesity division. They will have bigger territories similar to Novo.
Obesity will be a tough division. Bigger territory, very poor coverage and lots of PAs, working with call back nurses & PA person in office.
It will not launch anything like Mounjarou. Well unless Lilly makes a copay card where you can prescribe it for anything you want like they did Mounjaro