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Teleo Agents 2026-03-16 11:49:43 +00:00
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@ -19,19 +19,19 @@ The competitive dynamics (Lilly vs. Novo vs. generics post-2031) will drive pric
### Additional Evidence (extend)
*Source: [[2024-08-01-jmcp-glp1-persistence-adherence-commercial-populations]] | Added: 2026-03-15 | Extractor: anthropic/claude-sonnet-4.5*
*Source: 2024-08-01-jmcp-glp1-persistence-adherence-commercial-populations | Added: 2026-03-15 | Extractor: anthropic/claude-sonnet-4.5*
Real-world persistence data from 125,474 commercially insured patients shows the chronic use model fails not because patients choose indefinite use, but because most cannot sustain it: only 32.3% of non-diabetic obesity patients remain on GLP-1s at one year, dropping to approximately 15% at two years. This creates a paradox for payer economics—the "inflationary chronic use" concern assumes sustained adherence, but the actual problem is insufficient persistence. Under capitation, payers pay for 12 months of therapy ($2,940 at $245/month) for patients who discontinue and regain weight, capturing net cost with no downstream savings from avoided complications. The economics only work if adherence is sustained AND the payer captures downstream benefits—with 85% discontinuing by two years, the downstream cardiovascular and metabolic savings that justify the cost never materialize for most patients.
### Additional Evidence (extend)
*Source: [[2025-06-01-cell-med-glp1-societal-implications-obesity]] | Added: 2026-03-15*
*Source: 2025-06-01-cell-med-glp1-societal-implications-obesity | Added: 2026-03-15*
The Cell Press review characterizes GLP-1s as marking a 'system-level redefinition' of cardiometabolic management with 'ripple effects across healthcare costs, insurance models, food systems, long-term population health.' Obesity costs the US $400B+ annually, providing context for the scale of potential cost impact. The WHO issued conditional recommendations within 2 years of widespread adoption (December 2025), unusually fast for a major therapeutic category.
### Additional Evidence (extend)
*Source: [[2025-03-01-medicare-prior-authorization-glp1-near-universal]] | Added: 2026-03-15*
*Source: 2025-03-01-medicare-prior-authorization-glp1-near-universal | Added: 2026-03-15*
MA plans' near-universal prior authorization creates administrative friction that may worsen the already-poor adherence rates for GLP-1s. PA requirements ensure only T2D-diagnosed patients can access, effectively blocking obesity-only coverage despite FDA approval. This access restriction compounds the chronic-use economics challenge by adding administrative barriers on top of existing adherence problems.

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@ -287,13 +287,13 @@ PACE provides the most comprehensive real-world test of the prevention-first att
### Additional Evidence (extend)
*Source: [[2024-09-19-commonwealth-fund-mirror-mirror-2024]] | Added: 2026-03-12 | Extractor: anthropic/claude-sonnet-4.5*
*Source: 2024-09-19-commonwealth-fund-mirror-mirror-2024 | Added: 2026-03-12 | Extractor: anthropic/claude-sonnet-4.5*
The Commonwealth Fund's 2024 international comparison provides evidence that the prevention-first attractor state is not theoretical — peer nations demonstrate it empirically. The top performers (Australia, Netherlands) achieve better health outcomes with lower spending as percentage of GDP, suggesting their systems have structural features that prevent rather than treat. The US paradox (2nd in care process, last in outcomes, highest spending, lowest efficiency) reveals a system optimized for treating sickness rather than producing health. The efficiency domain rankings (US among worst — highest spending, lowest return) quantify the cost of a sick-care attractor state. The international benchmark shows that systems with better access, equity, and prevention orientation achieve superior outcomes at lower cost, suggesting the prevention-first attractor state is achievable and economically superior to the current US sick-care model.
### Additional Evidence (confirm)
*Source: [[2025-07-24-kff-medicare-advantage-2025-enrollment-update]] | Added: 2026-03-15*
*Source: 2025-07-24-kff-medicare-advantage-2025-enrollment-update | Added: 2026-03-15*
C-SNP growth of 71% in one year shows MA plans are rapidly building chronic disease management infrastructure. With 21% of MA enrollment now in SNPs (up from 14% in 2020), the market is structurally shifting toward continuous care management models that align with prevention-first economics.