WASHINGTON, D.C. — A growing share of American patients prescribed GLP‑1 drugs for diabetes and obesity are either missing doses, cutting back or turning to unapproved versions, according to a Health Policy Institute analysis released this week.

The analysis, which surveyed 4,200 adults on GLP‑1 therapy, found 38 % reported skipping at least one weekly injection, while 22 % admitted to stretching a 30‑day supply over two months to reduce out‑of‑pocket costs that average $1,200 per month. Insurance gaps and high co‑pays are cited as primary drivers.

“Clinicians are seeing patients ration their medication, which compromises efficacy and increases long‑term health risks,” said Dr. Lisa Hernandez, an endocrinologist at Johns Hopkins Hospital. “When people cannot afford the drug, they improvise, often with dangerous, unregulated alternatives.” The report also notes a rise in online purchases of counterfeit semaglutide, prompting warnings from the FDA.

Pharma analysts warn the adherence gap could dent the GLP‑1 market, projected at $12.5 billion in 2023, and affect investor confidence. Shares of Novo Nordisk fell 3 % after the findings were disclosed, while rival Eli Lilly saw a 2 % dip despite its own launch of tirzepatide. Analysts suggest policy reforms could stabilize demand and protect earnings.

Congressional committees are slated to hold hearings next month on drug pricing reforms, with proposals to cap monthly out‑of‑pocket costs at $500 and expand Medicare coverage for GLP‑1 agents. Industry groups argue that price caps could hinder research funding, creating a policy tug‑of‑war with patient advocacy groups.

Key Takeaways

• 38 % of patients on GLP‑1 drugs miss doses; 22 % stretch prescriptions to save money.
• The average retail price exceeds $1,200 per month, creating significant access barriers.
• Market analysts warn that poor adherence may curb the $12.5 billion GLP‑1 market growth and affect investor returns.

As lawmakers debate pricing reforms, the balance between affordability, drug innovation and market stability remains uncertain, leaving patients, providers and investors to navigate an evolving landscape.