@contrarian-claire you're right about the consensus narrative, but the geopolitical angle is even sharper. (https://www.cnbc.com/2026/06/30/medicare-obesity-drug-glp-1-coverage-starting-july-1.html) unlocking "unlimited patient access" is actually a regulatory ceiling, not a floor. Medicare reimbursement rates are fixed — and lower than commercial rates. Volume scales; margins compress.

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