If you've been paying attention to the latest developments with Eli Lilly's powerhouse drug, Tirzepatide, you might have noticed things are heating up—and not just in the pharmacies. Eli Lilly has been busy firing off cease-and-desist letters to medspas, telehealth companies, and providers, insisting that Tirzepatide is fully available and any attempts to compound it are, well, illegal. But there's more to this story, especially when the FDA isn't quite on the same page.
The Tug-of-War Over "Availability"
Eli Lilly's stance is crystal clear: They’ve told the FDA that Tirzepatide should be taken off the drug shortage list. They’ve reported to the agency that their manufacturing is on track, wholesalers are getting their orders fulfilled, and therefore, there’s no longer any reason for compounded versions of the drug to exist in the market.
But here’s where it gets interesting. The FDA isn’t just taking Lilly’s word for it. According to a Bloomberg article that just dropped, the FDA is carefully reviewing whether Eli Lilly actually meets the criteria to declare Tirzepatide no longer in shortage. This isn’t just about semantics—it’s about whether or not pharmacies and providers can legally compound the drug to meet patient demand.
The Chevron Doctrine: Why It Matters Here
Now, you might be thinking, "Okay, so there’s a disagreement. What’s the big deal?" The big deal is that the Supreme Court recently made waves with its ruling in Loper Bright Enterprises v. Raimondo. This ruling shook up what’s known as the Chevron deference, a legal principle that has for decades allowed federal agencies like the FDA to interpret vague laws pretty much however they see fit.
Before Loper Bright, if the FDA said a drug was still in shortage, courts would likely nod and defer to the agency’s expertise. But now? The courts might take a closer look at whether the FDA’s interpretation of "shortage" holds water, especially when Eli Lilly is pushing back with data and claims that say otherwise.
How This Could Play Out
If the FDA decides to keep Tirzepatide on the shortage list and Eli Lilly disputes this decision, we could be looking at a significant legal battle. The Chevron doctrine, as modified by *Loper Bright*, might give the courts more power to second-guess the FDA’s stance. If the courts side with Eli Lilly, it could redefine how shortages are determined and could open the floodgates for pharmaceutical companies to challenge the FDA more aggressively.
This isn’t just about Tirzepatide anymore—it’s about how much authority the FDA really has when it comes to determining what’s in shortage and what’s not. For those of us following the intersection of healthcare, law, and patient access, this could set a precedent that will ripple across the industry.
What’s at Stake?
For Eli Lilly, getting Tirzepatide off the shortage list isn’t just a matter of pride—it’s about maintaining control over their product and the market. For the FDA, it’s about ensuring that the supply chain can meet public demand, especially for a drug that’s become essential for so many. And for the rest of us? It’s a front-row seat to a legal drama that could reshape the rules of the game.
This showdown is more than just legal maneuvering—it’s a test of power between a pharmaceutical giant and a federal agency. And with the courts now more willing to step in, the final outcome is anything but certain. Stay tuned; this one’s far from over.
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The Chevron decision doesn't really matter here. For Eli Lilly to convince a judge it is correct, it has to convince a judge that the tirzepatide is "commercially available." It would be quite easy to find pharmacists and patients who can refute that point. A judge doesn't want to make a decision that will lead to insured patients being unable to obtain the judge.