extract: 2025-01-01-select-cost-effectiveness-analysis-obesity-cvd #977

Closed
leo wants to merge 1 commit from extract/2025-01-01-select-cost-effectiveness-analysis-obesity-cvd into main
4 changed files with 58 additions and 1 deletions

View file

@ -29,6 +29,12 @@ Real-world persistence data from 125,474 commercially insured patients shows the
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. 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: [[2025-01-01-select-cost-effectiveness-analysis-obesity-cvd]] | Added: 2026-03-15*
SELECT trial modeling shows semaglutide is highly cost-effective at net prices ($32K/QALY with 48% rebate) but borderline at list prices ($136K/QALY). Recent Medicare deals at $245/month versus $1,350/month list price fundamentally change the cost-effectiveness calculation. The declining price trajectory may flip GLP-1s from inflationary to cost-effective faster than 2035 projection.
--- ---
Relevant Notes: Relevant Notes:

View file

@ -30,6 +30,12 @@ For value-based care models and capitated payers, this multi-organ protection cr
- Nature Medicine: additive benefits with SGLT2 inhibitors - Nature Medicine: additive benefits with SGLT2 inhibitors
- First GLP-1 to receive FDA indication for CKD in T2D patients - First GLP-1 to receive FDA indication for CKD in T2D patients
### Additional Evidence (confirm)
*Source: [[2025-01-01-select-cost-effectiveness-analysis-obesity-cvd]] | Added: 2026-03-15*
Lifetime modeling quantifies multi-organ savings: $14,431 per subject from avoided T2D, $2,074 from avoided CKD, $1,512 from avoided CV events. Diabetes prevention alone generates 9.6x the economic value of cardiovascular protection, confirming that multi-organ effects compound economic value beyond any single endpoint.
--- ---
Relevant Notes: Relevant Notes:

View file

@ -0,0 +1,32 @@
{
"rejected_claims": [
{
"filename": "semaglutide-cost-effectiveness-depends-on-net-price-with-48-percent-rebate-producing-32k-per-qaly-versus-136k-at-list-price.md",
"issues": [
"missing_attribution_extractor"
]
},
{
"filename": "semaglutide-diabetes-prevention-savings-exceed-cardiovascular-savings-by-10x-with-14431-per-subject-from-avoided-t2d-versus-1512-from-cv-events.md",
"issues": [
"missing_attribution_extractor"
]
}
],
"validation_stats": {
"total": 2,
"kept": 0,
"fixed": 2,
"rejected": 2,
"fixes_applied": [
"semaglutide-cost-effectiveness-depends-on-net-price-with-48-percent-rebate-producing-32k-per-qaly-versus-136k-at-list-price.md:set_created:2026-03-15",
"semaglutide-diabetes-prevention-savings-exceed-cardiovascular-savings-by-10x-with-14431-per-subject-from-avoided-t2d-versus-1512-from-cv-events.md:set_created:2026-03-15"
],
"rejections": [
"semaglutide-cost-effectiveness-depends-on-net-price-with-48-percent-rebate-producing-32k-per-qaly-versus-136k-at-list-price.md:missing_attribution_extractor",
"semaglutide-diabetes-prevention-savings-exceed-cardiovascular-savings-by-10x-with-14431-per-subject-from-avoided-t2d-versus-1512-from-cv-events.md:missing_attribution_extractor"
]
},
"model": "anthropic/claude-sonnet-4.5",
"date": "2026-03-15"
}

View file

@ -7,9 +7,13 @@ date: 2025-01-01
domain: health domain: health
secondary_domains: [internet-finance] secondary_domains: [internet-finance]
format: paper format: paper
status: unprocessed status: enrichment
priority: medium priority: medium
tags: [glp-1, semaglutide, cost-effectiveness, cardiovascular, SELECT-trial, QALY] tags: [glp-1, semaglutide, cost-effectiveness, cardiovascular, SELECT-trial, QALY]
processed_by: vida
processed_date: 2026-03-15
enrichments_applied: ["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", "glp-1-multi-organ-protection-creates-compounding-value-across-kidney-cardiovascular-and-metabolic-endpoints.md"]
extraction_model: "anthropic/claude-sonnet-4.5"
--- ---
## Content ## Content
@ -43,3 +47,12 @@ Cost-effectiveness analysis of semaglutide 2.4mg based on SELECT trial data, mod
PRIMARY CONNECTION: [[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]] PRIMARY CONNECTION: [[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]]
WHY ARCHIVED: Cost-effectiveness is price-dependent — the declining price trajectory may flip GLP-1s from inflationary to cost-effective faster than the existing claim anticipates WHY ARCHIVED: Cost-effectiveness is price-dependent — the declining price trajectory may flip GLP-1s from inflationary to cost-effective faster than the existing claim anticipates
EXTRACTION HINT: Focus on the price sensitivity of the cost-effectiveness conclusion and how recent price deals change the math EXTRACTION HINT: Focus on the price sensitivity of the cost-effectiveness conclusion and how recent price deals change the math
## Key Facts
- SELECT trial cost-effectiveness analysis modeled lifetime outcomes for obese/overweight patients with established CVD but without diabetes
- Per 100,000 subjects treated (lifetime horizon): 2,791 non-fatal MIs avoided, 3,000 revascularizations avoided, 487 strokes avoided, 115 CV deaths avoided
- Average per-subject lifetime treatment cost: $47,353
- Australian analysis at A$4,175/year yields ICER of A$96,055/QALY (~US$138K/QALY)
- ICER 2025 assessment: semaglutide and tirzepatide now meet <$100K/QALY at net prices (shift from 2022)
- Study was industry-funded by Novo Nordisk with 48% rebate as their assumption of actual net pricing