Lilly and Novo Solved One Path to the Patient. Two Are Still Open.

Lilly and Novo Nordisk have run the same experiment in public for two years, and between them they have proved something the rest of the industry can use.

Both identified a structural gate between their science and their patients. Both removed it the same way. The results diverged, and the divergence is more instructive than either company's individual performance, because it separates the part of the move that transfers to your brand from the part that does not.

Here is what they solved, what they did not, and where that leaves you.

What did both companies build?

The same three changes, about a year apart, and nothing in either is beyond your reach.

LillyDirect arrived first, in January 2024. David Ricks framed it around burden, saying a complex US healthcare system "adds to the burdens patients face when managing a chronic disease." NovoCare Pharmacy followed with the same architecture.

In both cases: a cash price so coverage stops being the gate, a telehealth route so access to a prescriber stops being the gate, and direct fulfillment so the pharmacy counter stops being the gate. Novo added retail and telehealth partners including Ro, LifeMD, Amazon and WeightWatchers, a model STAT examined in detail last year.

Both companies decided the payer did not have to be in the transaction. That is a commercial system change, made by commercial leaders, and it worked. At the J.P. Morgan Healthcare Conference in January 2026, Ricks said "basically a million people a month" now buy a GLP-1 medicine directly from a manufacturer. That channel did not exist three years ago.

Which path did they actually solve?

One of three, and naming which one is the whole value of the case.

We model the distance between your science and your patient as three sequential paths. The Path to Prescribe , where a patient is identified, diagnosed, referred and a clinician decides. The Path to Fulfill , where that decision survives coverage, prior authorization, cost and dispensing. The Path to Adhere , where the patient stays on therapy long enough to get the benefit your trial demonstrated.

LillyDirect and NovoCare are Path to Fulfill solutions. Elegant ones. They take the stage where most earned value is lost in the US and they shorten it from weeks to days.

Run your own brand against those three and you will usually find the same thing. Enormous investment in the first path, real but partial investment in the second, and almost nothing systematic in the third. The money sitting in all three is what we call value leakage.

Why did the results diverge?

Three reasons, and the first two have nothing to do with experience.

Tirzepatide outperformed semaglutide on weight loss in the data prescribers and patients were reading. That is a product fact, and no commercial system changes it. Lilly also moved first on the self pay vial and had manufacturing capacity ready behind it, while the category as a whole was absorbing supply constraints and compounded alternatives.

Experience did not create that gap and experience will not close it. Worth saying plainly, because our field has a habit of claiming credit for outcomes it did not produce.

The third reason is the one that belongs to you. Building a channel is a project with a delivery date. Operating as a consumer business is a capability with no end date, and the two look identical in a budget line.

What is Novo's CEO naming?

The harder of the two, and more candidly than most leaders in this industry manage.

At the same January 2026 conference, Maziar Mike Doustdar said the business "acts a lot more as a consumer business than a traditional medication." He described the work ahead as "taking the company back to the DNA we have," and added that "we are really good when we focus." Of the previous year he said Novo had to accept that "we're no longer on our own, and we need to hurry up."

Notice what he is not reaching for. Not a platform, because Novo has one. Not spend. He is pointing at how the company behaves, which is the diagnosis almost nobody at that level says out loud, and the one that takes longest to act on.

That is also the clearest external statement of our central argument that you will find from a sitting pharma CEO. Your patient does not grade you against the pharma company down the road. She grades you against the last excellent thing that happened to her. Meeting that bar is what we call Consumer-Grade, and Doustdar is describing it as an operating standard rather than a marketing ambition.

What does the 2% tell you?

That both leaders are still at the beginning, and that the other two paths are wide open.

Doustdar put it as a question. Novo and Lilly together probably have ten or fifteen million patients, so "what about the other 85 million?" Novo's own material is starker. Around 7% of the 550 million people with type 1 or type 2 diabetes receive a GLP-1, falling to roughly 2% once you include the 900 million people living with obesity.

Two percent. In the most commercially successful category of the decade, with extraordinary demand and awareness, 98 of every 100 eligible people are not on therapy.

Almost none of that gap sits in the path the direct channels fixed. It sits upstream, in people never identified, diagnosed or referred, and downstream, in people who start and stop. Path to Prescribe and Path to Adhere.

Even inside the path they did fix, the US picture is unforgiving for brands without a cash option. A 2026 JAMA study summarized by Johns Hopkins found insurer rejections reached 40.7% of initial brand name attempts in 2024. Of those, 48.4% were never followed by a fill of that drug or anything in its class within 90 days.

What does this mean for your brand?

Three conclusions, and none of them is build a portal.

Treat the channel as table stakes rather than strategy. If a competitor can reproduce it in twelve months, it is a cost of entry. Plan for the version of your market where everyone has one.

Put the investment into capability, because that is what did not transfer between these two companies. Decision speed measured in days. Pricing as a live instrument. Service recovery that can move one patient's stalled order without convening anyone. A standard you hold yourself to when nobody is watching.

Your competitor can hire your platform vendor. They cannot buy eighteen months of changed behavior.

Then measure all three paths rather than the one you just improved. Script to start conversion and time to therapy for Path to Fulfill. Persistence and barrier resolution speed for Path to Adhere. Realized value against the value your brand had already earned, which is your Realization Rate, across all of it. The full set is in how to measure customer experience in pharma, and the discipline that holds it together is Customer Excellence.

Lilly and Novo took the route available to a category where patients will pay cash. Most brands will never have that option, which means doing it the long way. The long way is still a commercial system change rather than an experience program, and it is still available to you.

Key takeaways

  • Lilly and Novo both solved the Path to Fulfill by taking the payer out of the transaction, and both proved the move works at scale.
  • The channel itself transferred between them. The results did not, which tells you the channel is not where the advantage lives.
  • Product performance and manufacturing explain much of the divergence, and experience claims no credit for either.
  • Novo's CEO is describing the remaining work as culture, DNA and focus, which is the clearest statement of the Consumer-Grade standard from a sitting pharma CEO.
  • At roughly 2% penetration across diabetes and obesity, the Path to Prescribe and the Path to Adhere remain almost entirely unaddressed.

Questions to ask your leadership team

  1. Of your three paths, which one has received real investment, and which one has never been measured?
  2. What share of the people eligible for your therapy are on it today, and who owns that number?
  3. How long does it take this company to change a price, a message or a service rule? Compare that against a consumer business.
  4. If one patient's order stalls tonight, what can be done before Monday, and by whom?
  5. Is this year's investment buying a platform or buying a capability? The two look identical in a budget and behave nothing alike.

About the author

Wayne Simmons is the founder of The Customer Excellence AGENCY and the author of The Customer Excellence Enterprise (Wiley, 2024). He is founding faculty of the MS in Customer Experience Management at Michigan State University's Broad College of Business. He led global customer excellence in Pfizer's first Chief Marketing Organization and in Bayer's Customer Powerhouse. Related reading: LillyDirect, what Lilly actually changed, Why consumer CX does not translate to pharma and What is Customer Excellence in pharma?

March 15, 2026
Why healthcare professionals now judge pharmaceutical engagement against the best experiences in their lives, and what that means for the future of commercial leadership. When commercial performance falters, the reflex inside many pharmaceutical organizations is to adjust the machinery of field execution. Leaders revisit call plans, recalibrate targeting models, and increase the volume of activity in the hope that more precision or more frequency will restore momentum. For decades this system has been treated as the central instrument of commercial performance, determining which physicians are prioritized, how frequently representatives engage, and how resources are deployed across territories. Yet the growing gap between commercial effort and commercial impact suggests a deeper issue. T he problem is rarely the design of the call plan itself. It is the context in which healthcare professionals now operate. Physicians are navigating increasingly complex clinical, administrative, and informational environments, and that evolving reality now shapes prescribing behavior far more than the cadence of promotional interactions. What many organizations are experiencing is a widening Customer Context Gap. Commercial systems were designed for a time when prescribing decisions could be influenced primarily through promotional interaction and product information. Today physicians operate inside a far more complex reality shaped by administrative burden, reimbursement constraints, digital information overload, and growing expectations for seamless support across the entire care journey. In this environment the physician’s decision is influenced not only by clinical evidence but also by how easily a therapy fits into the practical realities of care delivery. When commercial models remain anchored in promotional activity while the customer’s context has fundamentally changed, even the most disciplined call plan struggles to deliver the outcomes it was designed to produce. Closing this gap requires a different way of thinking about commercial performance. The question is no longer how to optimize promotional activity but how to align the organization around the real journeys through which physicians help patients receive therapy. Prescribing decisions unfold within complex sequences of clinical evaluation, reimbursement navigation, patient readiness, and ongoing support. When commercial strategy is designed around these journeys rather than isolated interactions, the role of the field force begins to evolve. Representatives are no longer positioned primarily as messengers of information but as partners in removing barriers that slow care. Organizations that recognize this shift begin redesigning their commercial systems accordingly, aligning field engagement, digital support, access programs, and patient services around the same goal: helping healthcare professionals help patients move from clinical intent to successful treatment. From Promotional Activity to Customer Journeys The pharmaceutical industry has historically organized commercial activity around the moment of promotion. Call plans, targeting models, and message sequencing were designed to influence prescribing behavior primarily through informational engagement with healthcare professionals. While this model brought structure and scale to commercial operations, it reflects an earlier era in which the path from clinical awareness to prescribing action was comparatively linear. Today the journey is far more complex. Physicians must navigate an intricate landscape of clinical evidence, treatment guidelines, payer requirements, prior authorization processes, patient affordability concerns, and adherence challenges. Prescribing a therapy is no longer a single decision point. It is the beginning of a chain of events that determines whether a patient ultimately receives and remains on treatment. This is why the commercial conversation must expand beyond the traditional moment of prescription to encompass three interconnected journeys. The first is the Path-to-Prescribe , where scientific evidence, clinical education, and confidence in the therapy shape the physician’s willingness to recommend treatment. The second is the Path-to-Fulfill, where access, affordability, patient readiness, and operational support determine whether that recommendation ultimately becomes therapy in the patient’s hands. The third is the Path-to-Adhere , where ongoing patient support, monitoring, and engagement determine whether patients remain on therapy long enough to realize the intended clinical benefit. Science drives the Path to Prescribe, where evidence, clinical education, and confidence in the therapy shape the physician’s willingness to recommend treatment. Experience shapes the Path to Fulfill, where access, affordability, and patient readiness determine whether that recommendation becomes therapy in the patient’s hands. Sustained outcomes depend on the Path to Adhere, where ongoing support, monitoring, and engagement ensure patients remain on therapy long enough to realize its intended clinical benefit. When commercial organizations focus almost exclusively on the first while leaving the latter journeys fragmented and burdened, a significant portion of therapeutic value is lost between intention and impact. In many therapeutic areas, the result appears in the persistent gap between prescriptions written, prescriptions filled, and therapies sustained—gaps that reflect not a failure of science but a failure of system design. Recognizing these three journeys shifts the unit of focus from promotional activity to the real-world pathways through which care is delivered. It reframes the role of the field force, the purpose of digital engagement, and the design of patient support programs around a single objective: reducing the friction that stands between clinical intent, treatment initiation, and sustained patient outcomes. Customer Context Is the New Commercial Variable For much of the pharmaceutical industry’s history, commercial performance was largely explained by a familiar set of variables. Product efficacy, clinical differentiation, promotional reach, and sales force execution determined the trajectory of most brands. When performance lagged, leaders adjusted those levers by refining segmentation, optimizing targeting, and recalibrating call plans. Today those traditional levers still matter, but they no longer explain commercial outcomes on their own. A far more powerful variable has entered the equation: customer context. HCPs now operate within an environment defined not only by clinical complexity and administrative burden but also by rising expectations shaped by their experiences outside healthcare. Physicians are also consumers. In their personal lives they interact daily with companies such as Apple, Amazon, Tesla, and Netflix that anticipate their needs, remove friction, and simplify complex processes through thoughtful design. These experiences quietly reset the benchmark for competence, responsiveness, and respect for their time. When those same physicians step into their clinical roles, they do not shed those expectations. They carry them with them. The contrast between the seamless orchestration of their consumer experiences and the fragmented systems surrounding many healthcare interactions becomes difficult to ignore. What once felt acceptable now feels unnecessarily burdensome. This dynamic represents the Consumer-Grade Imperative. Healthcare professionals increasingly evaluate pharmaceutical engagement not against other pharmaceutical companies but against the best experiences they encounter anywhere in their lives. In this environment even a clinically superior therapy can struggle if the surrounding system makes it difficult to initiate treatment, navigate reimbursement, or support patient adherence. Customer context therefore becomes the new commercial variable. It determines whether scientific differentiation translates into practical adoption. It shapes whether prescribing intent becomes therapy initiation and whether therapy initiation becomes sustained patient outcomes. Call plans were designed to manage activity. Customer context requires organizations to manage journeys. The Field Force in the Era of Customer Context Recognizing customer context as the defining commercial variable inevitably reshapes how the role of the field force is understood. For decades the pharmaceutical sales representative has been positioned primarily as the carrier of scientific information. Call plans optimized the frequency and sequencing of these interactions to ensure that physicians received consistent messaging. That role does not disappear, but the environment surrounding it has changed profoundly. Physicians today are navigating administrative burden, payer complexity, digital information overload, and increasing time pressure. In this environment they are not simply seeking more information. They are seeking clarity, simplicity, and support that helps them navigate the complexity surrounding treatment decisions. This shift transforms the representative from a messenger of information into something far more valuable: a partner in removing friction from the care journey. Conversations move beyond repeating clinical claims toward understanding the practical barriers that physicians and their teams face as they attempt to initiate and sustain therapy for patients. The most effective field forces are therefore supported by commercial systems designed around journeys rather than activities. Representatives are equipped not only with scientific messaging but with the insight and coordination required to address obstacles across prescribing, reimbursement, and patient support. Field engagement becomes a catalyst for problem solving rather than simply a vehicle for promotion. From Call Plans to Customer-Aligned Commercial Systems If customer context has become the defining commercial variable, then the systems designed to support the field must evolve accordingly. The traditional call plan was built to manage activity. It provided structure for how frequently physicians were engaged, how territories were covered, and how resources were deployed. Yet activity alone does not determine whether therapies ultimately reach patients. What determines impact is whether the commercial system surrounding the physician reduces or increases the burden of delivering care. A customer-aligned commercial system begins with the journeys through which physicians help patients move from diagnosis to treatment and beyond. Marketing clarifies the scientific story. Sales provides trusted relationships and real-time understanding of physician needs. Access teams simplify reimbursement pathways. Patient support programs reduce administrative burden. Digital engagement reinforces and extends human interaction. The result is a commercial system that operates less like disconnected functions and more like an integrated network designed to help physicians help patients. This is the essence of Customer Excellence. It aligns the entire commercial enterprise around the real-world context in which care is delivered. The problem was never the call plan. The problem was the context. Key Takeaways Commercial performance in pharma organizations has traditionally been managed through field execution mechanics, yet the effectiveness of those mechanics increasingly depends on how well they reflect the real-world context in which physicians operate. Customer context has become the most pivotal commercial variable as administrative burden, payer complexity, and consumer-grade expectations reshape how prescribing decisions are made. HCPs now evaluate pharmaceutical engagement against the best experiences they encounter anywhere in their lives, raising the standard for clarity, responsiveness, and ease. Optimizing promotional activity alone is no longer sufficient. Commercial success depends on reducing friction across the journeys physicians navigate as they move patients from diagnosis to treatment. Customer Excellence represents the structural response, aligning marketing, sales, access, digital engagement, and patient support around the real journeys of care delivery . Diagnostic Questions to Consider Are we optimizing the activity of our field force, or designing commercial systems that support the real journeys physicians navigate to help patients receive therapy? How well do we understand the administrative, reimbursement, and operational barriers physicians encounter after they decide to prescribe a therapy? Do our commercial systems reduce the burden placed on physicians and their staff , or unintentionally add to the complexity of care delivery? Are we benchmarking our engagement against other pharma companies , or against the best experiences physicians encounter in their lives as consumers? Have our investments in digital platforms simplified the physician’s experience, or multiplied the number of disconnected interactions they must manage? Are we still managing performance through activity metrics alone , or beginning to understand the context that ultimately determines whether therapies reach patients? Closing Reflection The pharma and life sciences industry has spent decades refining the mechanics of field execution. Call plans, segmentation models, and targeting systems brought structure and discipline to commercial organizations. Yet the environment surrounding physicians has evolved far more rapidly than the systems built to support them. Healthcare professionals now operate in a world defined by consumer-grade expectations for clarity, responsiveness, and ease. When the experience of engaging with a pharmaceutical company fails to reflect those expectations, the contrast becomes impossible to ignore. Organizations that recognize this shift will redesign their commercial systems around the realities of modern care delivery. They will move beyond managing activity and toward understanding the context in which physicians help patients receive treatment. In doing so they will close the gap between scientific innovation and real-world impact. Your breakthrough science deserves experiences worthy of it. Together, we turn customer excellence into real-world impact. About the Author Wayne Simmons is a hands-on commercial excellence architect and founder of The Customer Excellence Agency, where he partners with pharmaceutical and life sciences leaders to turn customer-centric ambition into durable commercial advantage. He previously served as Global Customer Excellence Lead within Pfizer’s Chief Marketing Organization and has held leadership roles with Bayer Pharmaceuticals and The Ritz-Carlton Leadership Center. Wayne writes The Customer-Centric Marketer newsletter and is the author of The Customer Excellence Enterprise: A Playbook for Creating Customers for Life. The Customer Excellence Agency: Advancing the Pursuit of Excellence in Service of Science.
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