Analyses indicate GLP‑1 receptor agonists are shifting from specialty to mass‑market drugs. Medicare policy changes and potential coverage expansions are expected to reduce patient prices while dramatically increasing the eligible population—creating major demand and payer negotiation pressures. The move will reshape access, utilization management, and manufacturers’ commercial strategies. The class already posted blockbuster sales: third‑quarter GLP‑1 revenues topped $20 billion, led by established brands. Payers and health systems are rapidly recalibrating forecasts and supply chains for a durable increase in chronic obesity therapy use.