00:00Amazon is pushing deeper into the weight loss market through its primary care arm, Amazon One Medical,
00:05launching a GLP-1 management program that combines virtual and in-person visits,
00:10prescription management, and pharmacy fulfillment,
00:13framing obesity treatment as a long-term chronic condition rather than a one-off prescription.
00:18Patients will have access to medications including Novo Nordisk's Wigovie and Eli Lilly's Zepbound,
00:24with insured pricing starting as low as $25 per month and cash pay injectable treatments beginning at $299 per month,
00:33broadly in line with current market rates.
00:35Amazon's real edge is convenience.
00:37The company plans to expand same-day drug delivery to 4,500 cities by the end of 2026,
00:44leveraging its logistics network to offer on-demand prescription renewals starting at just $29 for a message consultation.
00:51Shares of companies tied to the obesity drug boom fell on the news,
00:56with HIMSS & HERS Health, Viking Therapeutics, Amgen and Septerna all moving lower
01:01as investors weighed the competitive threat of Amazon's massive consumer reach entering the space.
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