PeptideNerds
· semaglutide-tirzepatide · 8 min read

Everyone Thinks the Ozempic Shortage Will Never End. The Manufacturing Data Says Otherwise

Alejandro Reyes

Written by Alejandro Reyes

Founder & Lead Researcher

PN

Reviewed by Peptide Nerds Editorial · Updated September 2026

If you've spent any time in a Facebook group, subreddit, or group chat about Ozempic, Wegovy, or Mounjaro, you've probably heard some version of this: "The shortage is never really going away, so buckle up for high prices and empty pharmacy shelves forever."

That belief made sense in 2022 and 2023, when semaglutide and tirzepatide were nearly impossible to find. But the manufacturing data tells a very different story now, and it's not the one most people expect.

Not medical advice: I'm not a doctor. This article covers industry and manufacturing trends, not treatment recommendations. Talk to your physician about your specific prescription and health needs.


The Bottom Line

  • The myth: Semaglutide and tirzepatide will always be scarce and overpriced because manufacturers "can't keep up."
  • The reality: The industry that makes the raw drug ingredient (called the API) is scaling up so fast that analysts project sustained growth for these two drugs through 2035, a sign this is infrastructure, not panic-buying.
  • The FDA already declared the official shortages of both drugs resolved (tirzepatide in late 2024, semaglutide in early 2025).
  • Prices staying high isn't proof of scarcity, it's proof that making these peptides is genuinely complex and expensive, which is a different problem entirely.
  • Actionable takeaway: If you're waiting for a shortage to "end" before you talk to your doctor about semaglutide or tirzepatide, that wait is largely over, the current bottleneck now is cost and insurance coverage, not raw supply.

The Myth: "These Drugs Will Always Be Scarce"

This belief didn't come out of nowhere. In 2022 and 2023, demand for Ozempic and Wegovy exploded faster than Novo Nordisk could produce them. Mounjaro and Zepbound had the same problem a year later.

Pharmacies ran out. People switched doses just to get something. Compounding pharmacies stepped in to fill the gap, and headlines about "fake Ozempic" and vial shortages became a near-weekly story.

That experience left a lot of people with a reasonable but outdated conclusion: this drug category is fundamentally under-supplied, and it always will be.

What the Data Actually Shows

Here's the part most people miss. Behind the scenes, an entire manufacturing industry has been racing to catch up, and it's not slowing down.

Semaglutide and tirzepatide aren't simple pills. They're peptides, which means the raw ingredient (called the active pharmaceutical ingredient, or API) has to be built molecule by molecule in specialized facilities. Companies that make these ingredients under contract for drugmakers are called CDMOs, contract development and manufacturing organizations.

According to industry analysis tracking pharmaceutical manufacturing trends, the market for producing semaglutide and tirzepatide APIs is projected to keep expanding significantly through 2035 Source: Global Market Insights. That's not the kind of forecast companies make for a fad. It's the kind of forecast they make when they expect a product to be part of the healthcare system for the next decade or more.

And that lines up with what already happened: the FDA officially removed tirzepatide from its drug shortage list in late 2024, and did the same for semaglutide in early 2025 Source: FDA Drug Shortage Database. The government's own tracking system says the acute crisis is over.

Why the Shortage Happened -- and Why It Was Never About Weak Manufacturing

The real story isn't that drugmakers were bad at their jobs. It's that demand grew faster than almost any drug launch in modern history.

Semaglutide and tirzepatide didn't stay in their original lanes for long. What started as diabetes and weight-loss treatments quickly expanded into research and clinical interest around kidney protection, cardiovascular risk, and even cancer-related outcomes. A 2026 analysis found tirzepatide showing benefits in metabolic conditions well beyond its original approvals Source: PubMed, and a pre-specified analysis of the SURPASS-CVOT trial found tirzepatide outperformed dulaglutide on major kidney outcomes in people with type 2 diabetes Source: PubMed. Separate research has also looked at GLP-1 drugs' potential role in reducing obesity-related cancer risk Source: PubMed.

Every one of those findings adds more people who might reasonably ask their doctor about these drugs. That's why the manufacturing buildout isn't a short-term fix, it's a long-term bet that demand keeps climbing, not fading.

If you want the deeper dive on how far these benefits reach, our guide to GLP-1 benefits beyond weight loss covers the research in more detail.

Does This Mean Compounded Versions Are Going Away?

This is where the myth-bust gets a little more complicated, and where I want to be straight with you.

Once the FDA declares an official shortage resolved, compounding pharmacies lose their legal basis for making exact copies of the brand-name drug. That's exactly what's been playing out with semaglutide and tirzepatide compounding rules over the past year or two.

If you've been getting a compounded version, this matters. Our breakdown of the FDA's bulk compounding ban walks through what changed, what your options look like now, and whether it makes sense to switch to brand-name or wait it out. Worth reading before your next refill.

So Why Is It Still So Expensive?

This is the question that trips people up. If the shortage is over, shouldn't prices have dropped?

Not necessarily; and this is the key distinction the myth gets wrong. A shortage means "we can't make enough." A high price means "this is expensive and complicated to make, and patents still protect it." Those are two separate problems.

Semaglutide and tirzepatide are still under patent protection in most markets, which limits competition. Manufacturing capacity catching up doesn't automatically create cheaper generic competitors, it mostly means the brand manufacturers (and their contracted CDMOs) can finally produce enough to meet demand without running out.

For a full picture of where prices are actually headed, our 2026 GLP-1 cost guide and prescription spending trend analysis break down what's driving costs right now and what might change that.

The Real Takeaway: These Drugs Are Here to Stay

The biggest myth here isn't really about shortages at all. It's the idea that semaglutide and tirzepatide are a passing trend that pharmacies will eventually stop stocking.

The manufacturing investment says the opposite. Companies don't build billion-dollar production capacity for products they expect to disappear. And the research pipeline backs that up, from kidney protection to alcohol use disorder to ongoing work in cystic fibrosis-related diabetes, these drugs keep finding new reasons to stick around.

If you're weighing your options between the two, our semaglutide vs. tirzepatide decision guide is a good next stop.


FAQ

Is the Ozempic and Wegovy shortage officially over? Yes. The FDA removed semaglutide from its official drug shortage list in early 2025, and tirzepatide (Mounjaro/Zepbound) in late 2024. That said, individual pharmacies can still have local stock issues even when a national shortage is resolved.

If the shortage is over, why is it still hard to get an appointment or refill? That's usually an insurance, prior-authorization, or clinic-capacity issue, not a manufacturing one. Demand for prescriptions is still very high even though the raw supply problem has eased.

Will compounded semaglutide and tirzepatide still be available? Legally, compounding pharmacies lose their ability to make exact copies of the brand-name drug once the FDA declares the shortage resolved. Some compounders have shifted to modified formulations instead. Check our compounding ban breakdown for the current rules.

What is a CDMO, in plain terms? It's a company that manufactures drug ingredients or finished products under contract for pharmaceutical companies. Novo Nordisk and Eli Lilly don't make every gram of raw material themselves, much of it comes from specialized contract manufacturers, which is exactly why that market has grown so fast.

Does more manufacturing capacity mean lower prices? Not directly. More supply solves availability problems. Lower prices usually require patent expiration and generic competition, which hasn't happened yet for either drug.


The Next Step

If you've been putting off talking to your doctor about semaglutide or tirzepatide because you assumed you'd just hit another wall of empty shelves, that specific worry is largely outdated. The bigger questions now are cost, insurance coverage, and which drug fits your situation, not whether it exists on the shelf.

Start with our semaglutide vs. tirzepatide comparison to see how the two stack up for your specific goals and budget.


Medical Disclaimer: The information on this website is for educational and informational purposes only. It is not intended as medical advice, diagnosis, or treatment. Always consult a qualified healthcare provider before starting any peptide protocol, medication, or supplement regimen. Individual results vary. The author shares personal experience and published research, not medical recommendations.


Sources

  1. Tirzepatide in Metabolic Diseases: Clinical Efficacy and Safety Beyond Diabetes and Obesity, Medicinal Research Reviews, 2026
  2. A comparison of the effects of tirzepatide and dulaglutide on major kidney events in people with type 2 diabetes (SURPASS-CVOT), 2026
  3. Role of GLP-1 receptor agonists in the prevention and treatment of obesity-related cancer, Internal and Emergency Medicine, 2026
  4. Off-label GLP-1 receptor agonist and tirzepatide use for weight loss: patient safety and regulatory oversight, 2026
  5. FDA Drug Shortage Database, U.S. Food and Drug Administration
  6. Global Market Insights Inc., Pharmaceutical manufacturing market analysis

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