The compounding question, after the shortages
Compounded semaglutide filled a real gap during a genuine shortage. The regulatory basis for that gap has narrowed — and the market has not gone anywhere. Here is how to reason about it.
Independent GLP-1 journalism
Practical
The gray market, the FDA, and how to judge a source.
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Compounded semaglutide filled a real gap during a genuine shortage. The regulatory basis for that gap has narrowed — and the market has not gone anywhere. Here is how to reason about it.
Both makers now sell straight to patients, below list, outside the insurance machinery. For the uninsured it is the biggest practical change in years — and it quietly reprices the entire gray market.
Patent expiry in several countries has produced generic semaglutide at a fraction of the American price. The US patent runs years longer, which is already driving people toward routes that carry real risk.
Taking a fraction of the standard dose is now common enough to have its own vocabulary and its own influencers. Some of the reasoning is sound. Almost none of it has been tested.
List price, negotiated price, coupon price, cash price, compounded price. Five numbers, none of which is the price, and only one of which you will ever be quoted.
There is a real difference between a licensed 503A pharmacy with a prescriber behind it and a website selling vials labelled 'not for human consumption'. Most people cannot tell them apart, and the marketing is designed that way.
A monthly fee, a fifteen-question form, and a prescription in under ten minutes. Some of these services provide genuinely good care. Distinguishing them from the ones selling access is harder than it should be.
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Everything I tell my own patients before their first injection. 214 pages of what actually matters in the first year — dosing, side effects, food, muscle, cost, and the part nobody prepares you for: maintenance.
Priced at four dollars because it should be affordable to everyone taking these drugs — not because it's worth four dollars. No upsell, no course, no supplement line.