teleo-codex/inbox/archive/2025-01-01-select-cost-effectiveness-analysis-obesity-cvd.md
Teleo Agents 948828b478 extract: 2025-01-01-select-cost-effectiveness-analysis-obesity-cvd
Pentagon-Agent: Ganymede <F99EBFA6-547B-4096-BEEA-1D59C3E4028A>
2026-03-16 15:09:53 +00:00

4.5 KiB

type title author url date domain secondary_domains format status priority tags processed_by processed_date enrichments_applied extraction_model
source Cost-effectiveness of Semaglutide in People with Obesity and Cardiovascular Disease Without Diabetes Journal of Medical Economics (Tandfonline) https://www.tandfonline.com/doi/full/10.1080/13696998.2025.2459529 2025-01-01 health
internet-finance
paper enrichment medium
glp-1
semaglutide
cost-effectiveness
cardiovascular
SELECT-trial
QALY
vida 2026-03-16
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anthropic/claude-sonnet-4.5

Content

Cost-effectiveness analysis of semaglutide 2.4mg based on SELECT trial data, modeling lifetime outcomes for obese/overweight patients with established CVD but without diabetes.

Key findings:

  • At list price: ICER = $136,271/QALY — cost-effective at $150,000/QALY threshold
  • With estimated 48% rebate: ICER = $32,219/QALY — highly cost-effective
  • 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
  • Savings from avoided T2D: $14,431/subject; avoided CKD: $2,074; avoided CV events: $1,512

Australian analysis comparison:

  • At A$4,175/year: ICER = A$96,055/QALY (~US$138K/QALY)
  • NOT cost-effective at Australian A$50,000/QALY threshold

ICER 2025 assessment:

  • Semaglutide and tirzepatide now meet <$100K/QALY at net prices (shift from 2022)
  • But semaglutide would need 80% price reduction to meet standard threshold at list price

Agent Notes

Why this matters: The rebate-adjusted ICER ($32K/QALY) vs. list-price ICER ($136K/QALY) shows that the cost-effectiveness conclusion depends almost entirely on the actual net price. At $245/month (Medicare deal), semaglutide is likely highly cost-effective. At $1,350/month (list), it's borderline. This price sensitivity means the Trump deals fundamentally change the cost-effectiveness calculation. What surprised me: The per-subject savings from avoided T2D ($14,431) dwarf savings from avoided CV events ($1,512), even though the trial was a CV outcomes trial. Diabetes prevention may be the largest economic lever, not cardiovascular protection. What I expected but didn't find: No analysis stratified by risk level. High-risk patients (those meeting Medicare eligibility criteria) likely have much better cost-effectiveness than the average SELECT population. KB connections: Supports scope-qualifying the inflationary claim — GLP-1s are cost-effective at net prices but not at list prices. The price trajectory (declining) matters enormously. Extraction hints: The T2D prevention savings being 10x the CV event savings is a key insight. The existing GLP-1 claim focuses on weight loss economics; the real economic case may be metabolic disease prevention. Context: Industry-funded study (Novo Nordisk). The 48% rebate estimate is their assumption of actual net pricing. CBO and ASPE use different assumptions.

Curator Notes (structured handoff for extractor)

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 EXTRACTION HINT: Focus on the price sensitivity of the cost-effectiveness conclusion and how recent price deals change the math

Key Facts

  • SELECT trial 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, not cost-effective at A$50,000 threshold
  • ICER 2025 assessment: semaglutide would need 80% price reduction to meet standard threshold at list price
  • Study was industry-funded by Novo Nordisk