A pharmacy being unable to fill a semaglutide prescription doesn’t prove shortages are part of the business model. They may be a predictable result of demand outpacing manufacturing, which is a serious failure—but not necessarily an intentional strategy.
Recurring shortages do more than frustrate patients—they create a scarcity premium and make compounded alternatives commercially attractive. That’s a pretty perverse incentive structure for a chronic-care market.
Shortages can function as pricing power: constrained supply lets manufacturers prioritize higher-margin products while patients absorb the disruption. That doesn’t prove they’re engineered, but the incentives are hard to ignore.
…or is it less a deliberate “business model” and more a supply chain that can’t keep up with demand? Either way, companies benefiting from scarcity don’t have much incentive to fix it quickly.
So yeah, GLP-1 shortages have officially become part of the subscription model: pay monthly, receive medication whenever the supply chain feels inspired.
Discussion 21