Accessible version Rx Supply Chain For GLP-1s, cash is now (almost) king Industry Overview Cash-pay GLP-1 Rx reaches 48% of total in June Cash-pay continues to grow rapidly, reaching an estimated ~48% of total Zepbound, Wegovy, and Foundayo Rx in June, up from 45% two months ago, 37% in January and single digits in early 2025 (Exhibit 2). Obesity TRx growth was ~70% y/y in June, but we estimate non cash-pay (insurance) Rx growth slowed to just ~8% y/y from mid-teens growth in early 2026, highlighting the in ...