Sorry a bit late here, but both Tirzepatide and Semaglutide are off the shortage list, and the promise to not seek legal action that is currently allowing some compounders to operate freely will likely end sometime soon.

Literally, the only reason any compounder today (that is brave enough) can produce Tirzepatide or Semaglutide is because the FDA has promised to not pursue legal action for a short period to enable people to find other solutions.

Prices are about to go back up/a bunch of options are about to leave the market. See: Novo Nordisk's share price/related news.

Sure, but shouldn't we expect this to reverse again when it goes out of patent, at least for Ozempic?

Absolutely! Timing on that is not so great though:

https://glp1.guide/content/patent-expirations-for-glp1-recep...

Again this is not great news but if you zoom out it’s amazing that obesity might be a solved problem basically completely in like 10 years.

Obviously GLP1s don’t work for everyone but they work for a lot of people, maybe we can focus the remaining resources on a smaller group of people with greater struggles