Over 600,000 seniors have enrolled in the Medicare GLP-1 Bridge program within just two months of its July 2026 launch, according to the White House.
The program, which emerged from the Trump administration’s “most favored nation” drug pricing agreement, offers eligible seniors weight loss medications at a flat rate of $50 per month.
Eli Lilly (LLY) and Novo Nordisk (NVO) are among the obesity drug giants that entered into the original MFN pricing deal with the Trump administration to enable the program.
The White House announced on August 31 that seniors enrolled in the Bridge program had collectively saved $216 million on their medications since the scheme launched on July 1.
Centers for Medicare and Medicaid Services Administrator Mehmet Oz, M.D., confirmed the headline enrollment figure during a separate press conference at the White House, stating that “600,000 seniors already, just in two months, have signed up to get these medications.”
Jefferies analyst Akash Tewari crunched the enrollment numbers and calculated that the uptake implies annualized revenues of approximately $1.5 billion to $1.8 billion across the Bridge program.
The GLP-1 makers are supplying their weight loss drugs to CMS at a net price of $245 per month, which Tewari used as the basis for his annualized sales estimate.
Health policy research organisation KFF has estimated that approximately 3.8 million Medicare beneficiaries are eligible to participate in the Bridge program, a figure cited by Tewari in his analysis.
At the current rate of enrollment, Tewari calculated that the Bridge program would reach a 25% penetration rate among eligible patients within the next one to two months, though he expects growth to slow thereafter.
Tewari acknowledged that patient adherence remains a key uncertainty that could affect the ultimate revenue impact for Lilly and Novo Nordisk under the arrangement.
The White House used the August 31 announcement to simultaneously unveil a new round of MFN pricing deals signed with nine midsize biopharma companies, broadening the scope of the administration’s drug pricing initiative.
The Bridge program represents one of the most significant expansions of government-backed access to GLP-1 weight loss therapies in the United States, with its early enrollment figures drawing close attention from investors and analysts tracking the obesity drug market.