Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
Part II: FDA Closes the 503B Bulks Door on Semaglutide, Tirzepatide, and Liraglutide: How the April 30 Proposal Kills the Compounded GLP-1 Supply Chain and Draws a Hard Line Between Clinical Need and Economic Need
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Part II: FDA Closes the 503B Bulks Door on Semaglutide, Tirzepatide, and Liraglutide: How the April 30 Proposal Kills the Compounded GLP-1 Supply Chain and Draws a Hard Line Between Clinical Need and Economic Need

On April 30, 2026, FDA proposed excluding the three major GLP-1 drugs from the 503B bulks list — here is exactly what that does and who it kills.

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