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Why are the GLP 1 stocks down over the last year
With the FDA shortages resolved and enforcement discretion ended, the clinics still winning in 2026 arent the ones who sold the cheapest semaglutide theyre the ones who built support services around it
Fat breakdown produces metabolic waste that needs to be filtered and excreted
What the tentative approval confirms: The generic product meets FDA standards for safety, quality, and efficacy The application has cleared scientific and regulatory review The only remaining barrier is Novo Nordisk's residual patent protections What it does not mean: The product can be sold or prescribed today in the US Prices will drop immediately Compounded semaglutide remains a legal alternative (it does not see below) The key legal event to watch is patent litigation
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