CVS Health said employers and other health plan sponsors could break even on GLP-1 drugs if monthly prices fall below $350, because reduced hospitalizations and emergency-room visits would offset prescription costs. An analysis of Aetna insurance claims found that current prices still increase total spending across patients with obesity, diabetes or other conditions. The review compared newly treated patients using Eli Lilly and Novo Nordisk medicines, including Mounjaro, Ozempic, Zepbound and Wegovy, with similar patients who were not taking the drugs. It covered patients who began treatment between 2023 and 2025 over periods of up to three years. GLP-1 use was associated with 10% to 12% fewer emergency-room visits during the first and second years, while hospitalizations fell 34% to 42% among patients still taking the drugs after three years. Sponsors saved $9,400 per person in medical costs but spent $13,300 more on prescriptions, producing a net increase of $3,900. Coverage for obesity treatment is declining as premiums are expected to rise by more than 9% in 2027, with about 14% of companies having dropped or planning to drop the drugs. Cash prices for Zepbound and Wegovy can be about $299 and $349 per month, while employers and other plan sponsors paid between $617 and $766 monthly in a 2025 study. The U.S. government agreed with Lilly and Novo last year to pay $245 per month for injectable GLP-1 weight-loss drugs in an 18-month Medicare pilot. CVS Chief Medical Officer Amy Compton-Phillips said higher-risk patients reach a return on investment sooner. CVS is scheduled to present the findings at the HLTH USA conference in Las Vegas on November 15.