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Teleo Agents 2026-03-16 15:49:30 +00:00
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domains/health/GLP-1 receptor agonists are the largest therapeutic category launch in pharmaceutical history but their chronic use model makes the net cost impact inflationary through 2035.md
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@ -49,13 +49,13 @@ The BALANCE Model directly addresses the chronic use inflation problem by requir
### Additional Evidence (challenge)
*Source: [[2025-01-01-select-cost-effectiveness-analysis-obesity-cvd]] | Added: 2026-03-16*
*Source: 2025-01-01-select-cost-effectiveness-analysis-obesity-cvd | Added: 2026-03-16*
At net prices with 48% rebates, semaglutide achieves $32,219/QALY ICER, making it highly cost-effective. The Trump Medicare deal at $245/month (82% discount) would push ICER below $30K/QALY. The inflationary claim may need scope qualification: GLP-1s are inflationary at list prices but potentially cost-saving at negotiated net prices, and the price trajectory is declining faster than the 2035 projection anticipated.
### Additional Evidence (challenge)
*Source: [[2025-11-06-trump-novo-lilly-glp1-price-deals-medicare]] | Added: 2026-03-16*
*Source: 2025-11-06-trump-novo-lilly-glp1-price-deals-medicare | Added: 2026-03-16*
The Trump Administration's Medicare GLP-1 deal establishes $245/month pricing (82% below list) with narrow eligibility criteria requiring comorbidities (BMI ≥27 with prediabetes/CVD or BMI >30 with heart failure/hypertension/CKD). This targets ~10% of Medicare beneficiaries—specifically the high-risk population where downstream savings (24% kidney disease progression reduction, cardiovascular protection) offset drug costs under capitation. The narrow eligibility is the mechanism that changes the cost-effectiveness calculus: inflationary impact depends on population breadth, not just drug price.

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domains/health/glp-1-persistence-drops-to-15-percent-at-two-years-for-non-diabetic-obesity-patients-undermining-chronic-use-economics.md
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@ -49,7 +49,7 @@ No data yet on whether payment model affects persistence—does being in an MA p
### Additional Evidence (extend)
*Source: [[2025-11-06-trump-novo-lilly-glp1-price-deals-medicare]] | Added: 2026-03-16*
*Source: 2025-11-06-trump-novo-lilly-glp1-price-deals-medicare | Added: 2026-03-16*
The $50/month out-of-pocket maximum for Medicare beneficiaries (starting April 2026 for tirzepatide) removes most financial barriers to persistence for the eligible population. Lower-income patients show higher discontinuation rates, suggesting affordability drives persistence. The OOP cap may improve persistence rates specifically in Medicare, though this remains untested.

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domains/internet-finance/metadao-ico-platform-demonstrates-15x-oversubscription-validating-futarchy-governed-capital-formation.md
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@ -62,13 +62,13 @@ Cloak raised only $1,455 against a $300,000 target (0.5% of target), entering re
### Additional Evidence (challenge)
*Source: [[2026-03-05-futardio-launch-phonon-studio-ai]] | Added: 2026-03-16*
*Source: 2026-03-05-futardio-launch-phonon-studio-ai | Added: 2026-03-16*
Phonon Studio AI launch failed to reach its $88,888 target and entered refunding status, demonstrating that not all futarchy-governed raises succeed. The project had demonstrable traction (live product, 1000+ songs generated, functional token mechanics) but still failed to attract sufficient capital, suggesting futarchy capital formation success is not uniform across project types or market conditions.
### Additional Evidence (extend)
*Source: [[2026-03-14-futardio-launch-nfaspace]] | Added: 2026-03-16*
*Source: 2026-03-14-futardio-launch-nfaspace | Added: 2026-03-16*
NFA.space launched on futard.io with $125,000 target, demonstrating futarchy-governed fundraising for physical art RWA marketplace. Project has pre-existing traction: 1,895 artists from 79 countries, 2,000+ artworks sold, $150,000 historical revenue, $5,000 MRR, 12.5% repeat purchase rate. This shows futarchy ICO platform attracting projects with demonstrated product-market fit, not just speculative launches.