1. Introduction
Obesity is one of the most important public health challenges worldwide and represents a major healthcare priority in Mexico, a country with one of the highest obesity prevalences globally. According to the National Health and Nutrition Survey (ENSANUT) 2022, approximately 36% of Mexican adults live with obesity, and prevalence has increased steadily over the last two decades [
1]. Obesity is associated with substantial morbidity and mortality through its contribution to type 2 diabetes mellitus, hypertension, dyslipidemia, cardiovascular disease, chronic kidney disease, and several forms of cancer [
2,
3]. In addition to its clinical consequences, obesity generates a considerable economic burden through increased healthcare utilization, management of chronic complications, disability, and productivity losses [
4].
Recognizing the magnitude of this challenge, Mexico has implemented a broad range of public health policies aimed at preventing and controlling obesity. These initiatives include front-of-package warning labels, taxation of sugar-sweetened beverages, regulation of food marketing, promotion of healthy lifestyles, school-based interventions, and nutritional education campaigns [
5,
6]. Collectively, these policies have positioned Mexico as one of the countries with the most comprehensive obesity prevention frameworks in Latin America [
6]. However, despite these efforts, obesity prevalence has continued to rise, highlighting the limitations of prevention-focused approaches when implemented in isolation and emphasizing the need for effective therapeutic strategies for individuals already living with obesity [
1,
6].
This evolving perspective is reflected in the growing recognition of obesity as a chronic, relapsing, multifactorial disease that requires long-term management using a combination of lifestyle interventions, behavioral support, pharmacotherapy, and, when appropriate, metabolic surgery [
7,
8]. Consequently, anti-obesity medications have become an increasingly important component of contemporary obesity care.
Among available pharmacological options, anti-obesity pharmacotherapy 3.0 mg, a glucagon-like peptide-1 receptor agonist (GLP-1 RA), has demonstrated clinically meaningful and sustained weight loss, improvements in cardiometabolic risk factors, and reduced progression from prediabetes to type 2 diabetes mellitus in randomized clinical trials [
9,
10,
11]. These findings have led several international organizations to recommend pharmacological treatment as part of a comprehensive obesity management strategy for appropriately selected patients [
12,
13].
Despite the growing evidence supporting anti-obesity pharmacotherapy, access to innovative therapies within publicly funded healthcare systems remains challenging, particularly in middle-income countries. The incorporation of new technologies frequently requires not only demonstration of clinical effectiveness but also evidence of affordability, budgetary sustainability, and mechanisms to ensure rational use [
14,
15]. In Mexico, this challenge is particularly relevant because the potential population eligible for obesity treatment is large, creating substantial concerns regarding financial impact and healthcare resource allocation.
Although anti-obesity pharmacotherapy began to appear in institutional formularies within the Mexican public healthcare sector between 2017 and 2018, its initial incorporation was primarily restricted to the management of type 2 diabetes mellitus rather than obesity. Furthermore, despite national clinical practice guidelines recommending pharmacological treatment for selected patients with obesity since 2018, early attempts to obtain public reimbursement for anti-obesity pharmacotherapy were unsuccessful. The principal barriers identified by healthcare decision makers included the large size of the potentially eligible population, uncertainty regarding budget impact, concerns about real-world implementation, and the absence of mechanisms to ensure appropriate prescribing and rational use within the public healthcare system.
In response to these challenges, innovative reimbursement approaches—including population prioritization strategies, local epidemiological evidence generation, pharmacoeconomic evaluations, budget impact analyses, managed-access agreements, and performance-based payment models—have emerged internationally as mechanisms to facilitate access to high-impact therapies while reducing uncertainty for healthcare systems [
16,
17]. However, evidence describing how these approaches can be successfully implemented to support reimbursement of anti-obesity pharmacotherapy in middle-income countries remains limited.
Based on this context, the objective of this study was to describe the methodological and strategic process used to achieve the incorporation and public reimbursement of an anti-obesity medication within the Mexican public healthcare system through the generation of local epidemiological evidence, the identification of a clinically and economically viable target population, and the development of innovative pharmacoeconomic and financing strategies.
3. Results
3.1. Reimbursement Barriers Identified During Initial Submissions
The review of the reimbursement process identified three major barriers preventing the incorporation of anti-obesity pharmacotherapy into the Mexican public healthcare system. First, the potential target population was considered excessively large, resulting in an unsustainable projected budget impact. Second, the economic models initially submitted did not adequately reflect real-world clinical practice and included assumptions that generated uncertainty regarding affordability. Third, health authorities expressed concerns regarding the absence of mechanisms to ensure rational prescribing and appropriate patient selection within public healthcare institutions.
These observations guided the development of a revised reimbursement strategy focused on population prioritization, generation of local epidemiological evidence, contextualized economic analyses, and implementation of managed-access mechanisms (
Figure 1).
3.2. Definition of a Clinically Prioritized Target Population
Following the structured expert consensus process, the target population was progressively restricted to individuals expected to derive the greatest clinical benefit while minimizing the potential budget impact.
Based on evidence from clinical trials, obesity management guidelines, and expert recommendations, the panel concluded that adults with grade II obesity and cardiometabolic comorbidities represented the most appropriate population for prioritization.
After evaluating different combinations of comorbidities, hypertension and dyslipidemia were selected as the defining eligibility criteria because of their high prevalence, established association with obesity-related complications, and expected responsiveness to weight reduction interventions.
Consequently, the final proposed indication was defined as adults with obesity grade II (BMI 35.0–39.9 kg/m2), hypertension, and dyslipidemia receiving lifestyle intervention.
3.3. Local Epidemiological Evidence and Target Population Estimation
The final target population defined through the multidisciplinary expert consensus consisted of adults with grade II obesity (BMI 35.0–39.9 kg/m
2), hypertension, and dyslipidemia receiving care within the Mexican public healthcare system. To estimate the size of this population, a sequential epidemiological filtering process was performed using national demographic, epidemiological, and healthcare utilization databases (
Figure 2).
Application of the sequential epidemiological filtering process substantially reduced the size of the potentially eligible population by progressively applying demographic, clinical, and healthcare utilization criteria (
Figure 2).
Of the 87,785,369 Mexican adults aged over 20 years, approximately 32,392,801 were estimated to have obesity. Among them, 7,637,327 met criteria for obesity grade II. Restricting the analysis to active healthcare service users reduced the population to 2,263,200 individuals, while application of disease-control criteria further reduced the estimate to 1,842,245 patients.
Patients with grade II obesity, hypertension, and dyslipidemia were subsequently identified through the sequential epidemiological filtering process, resulting in an estimated target population of 28,749 individuals. Application of the final eligibility criteria defined by the multidisciplinary expert panel (grade II obesity, hypertension, and dyslipidemia) identified an estimated 20,412 eligible individuals receiving care within the Mexican public healthcare system.
Overall, the prioritization strategy reduced the theoretical candidate population from more than 32 million adults with obesity to approximately 20,000 eligible individuals within the public healthcare system (
Figure 2).
3.4. Cost-Effectiveness Results of the Pharmacoeconomic Models
The long-term Markov model demonstrated that anti-obesity pharmacotherapy combined with lifestyle intervention provided greater effectiveness than lifestyle intervention alone. Patients receiving anti-obesity pharmacotherapy accumulated 0.68 years free from progression to obesity grades II or III compared with 0.10 years in the comparator group, resulting in an incremental effectiveness gain of 0.58 years.
The incremental cost associated with anti-obesity pharmacotherapy treatment was estimated at MXN $26,990 per patient over the 10-year horizon, generating an incremental cost-effectiveness ratio (ICER) of MXN $46,347 per year of life gained without progression. This value remained substantially below the commonly accepted willingness-to-pay threshold of one Mexican gross domestic product per capita.
In the short-term decision-tree analysis, anti-obesity pharmacotherapy increased the proportion of patients achieving clinically meaningful weight loss (≥5% of baseline body weight) by 28.9 percentage points compared with lifestyle intervention alone. The estimated ICER was MXN $162,971 per additional responder.
3.5. Budget Impact Analysis and Managed-Access Strategy
The budget impact analysis demonstrated that restricting anti-obesity pharmacotherapy to the clinically prioritized population substantially reduced the projected financial burden on the Mexican public healthcare system. Based on the consensus-derived phased implementation scenario, treatment uptake was assumed to increase gradually from 10% in 2024 to 50% in 2028. Under this scenario, the incremental investment ranged from MXN
$92 million during the first year to MXN
$485 million in the fifth year, corresponding to an annual budget impact of 0.05% to 0.25% of the pharmaceutical budget allocated to public healthcare institutions (
Table 1). The average annual investment was estimated at approximately MXN
$286 million, and the cumulative five-year budget impact represented approximately 0.73% of the national pharmaceutical budget, remaining below 1% throughout the analytical period.
To further reduce financial uncertainty, a managed-access strategy was developed and incorporated into the reimbursement proposal. Following regulatory approval, this framework became the operational basis for subsequent implementation within public healthcare institutions. The strategy restricted prescribing authority to physicians trained in obesity management, established strict eligibility criteria aligned with the approved indication, and incorporated a performance-based reimbursement mechanism linked to predefined weight-loss outcomes. Together, these measures directly addressed the concerns previously raised by healthcare decision makers regarding affordability, rational prescribing, and long-term financial sustainability.
3.6. Regulatory Approval and Incorporation into the CNIS
Between 2018 and 2019, the manufacturer initiated the activities required for incorporation of anti-obesity pharmacotherapy into the Mexican public healthcare system. The first formal submission was presented in 2021. A second submission was filed on 6 January 2022, but was rejected on 1 March 2022, primarily because of concerns regarding budget impact and the absence of mechanisms ensuring rational use.
After incorporation of the epidemiological, clinical, and economic evidence generated during the present process, a third submission was filed on 16 October 2023. The proposal was subsequently approved, and anti-obesity pharmacotherapy was incorporated into the National Compendium of Health Supplies (CNIS) in December 2023. The managed-access framework was incorporated as an integral component of the approved reimbursement strategy and provided the operational basis for subsequent implementation within public healthcare institutions. The decision was officially published in the Official Gazette of the Federation (DOF) on 19 December 2023, thereby authorizing its implementation across the Mexican public healthcare system.
4. Discussion
The present study describes a structured and sequential framework that enabled the incorporation and public reimbursement of anti-obesity pharmacotherapy within the Mexican public healthcare system. Although the reimbursement process described here culminated in the approval of liraglutide, the primary contribution of this work is not the evaluation of a specific medication, but rather the description of a reproducible methodological framework for healthcare decision-making. The most important finding was that reimbursement approval was achieved not solely through demonstration of clinical efficacy, but through the integration of complementary components that directly addressed the concerns raised by healthcare decision makers. These included the identification of a clinically prioritized target population, generation of local epidemiological evidence, development of pharmacoeconomic and budget impact analyses, and development and regulatory approval of managed-access mechanisms designed to promote rational prescribing and financial sustainability. Together, these measures reduced the potentially eligible population from more than 32 million adults with obesity to approximately 20,000 patients receiving care within public healthcare institutions, thereby transforming a potentially unaffordable intervention into a feasible and sustainable reimbursement proposal.
Few published studies have described the practical implementation of reimbursement strategies for anti-obesity pharmacotherapy within publicly funded healthcare systems. One of the most relevant examples comes from Ireland, where a national Managed Access Protocol (MAP) was developed to facilitate reimbursement of anti-obesity pharmacotherapy for weight management. Under this program, reimbursement was restricted to a clinically prioritized subgroup of patients with severe obesity (BMI ≥ 35 kg/m
2), prediabetes, and elevated cardiovascular risk. In addition, continuation of therapy required demonstration of clinical response, and predefined discontinuation criteria were applied to patients who failed to achieve meaningful weight loss [
32,
33]. These measures were specifically designed to reduce uncertainty regarding treatment effectiveness and to ensure efficient use of healthcare resources.
Subsequent evaluation of the Irish MAP demonstrated the potential value of this approach in real-world practice. During the first year of implementation, 7927 reimbursement requests were submitted; however, only 52.2% were approved after application of the eligibility criteria. Importantly, this selective approach substantially reduced public expenditure compared with a hypothetical scenario in which all requests had been approved [
32]. The Irish experience illustrates how population prioritization, treatment monitoring, and reimbursement controls can improve affordability while preserving access for patients most likely to benefit from therapy.
Several similarities can be identified between the Irish experience and the strategy developed in Mexico. In both countries, reimbursement approval was supported by restricting treatment to a predefined high-risk population and by incorporating mechanisms intended to promote rational prescribing. However, important differences also exist. The Irish model focused primarily on individual patient authorization and monitoring through a centralized reimbursement system, whereas the Mexican strategy additionally incorporated a comprehensive epidemiological analysis to estimate the size of the eligible population, formal pharmacoeconomic evaluations, budget impact modeling, and a performance-based reimbursement proposal. Consequently, the Mexican approach addressed not only clinical uncertainty but also the broader financial and operational concerns associated with implementing anti-obesity pharmacotherapy in a large and fragmented public healthcare system.
The findings of the present study are also consistent with international health technology assessment experiences demonstrating that the cost-effectiveness and affordability of anti-obesity pharmacotherapy are highly dependent on appropriate patient selection. The Canadian Agency for Drugs and Technologies in Health (CADTH), for example, identified uncertainty regarding target population size, treatment duration, and long-term effectiveness as major determinants of the economic value of anti-obesity pharmacotherapy for obesity management [
34]. Similar concerns were identified during the Mexican reimbursement process and ultimately motivated the development of a more restrictive and clinically prioritized reimbursement strategy.
The Mexican reimbursement strategy also differs from reimbursement approaches adopted in several other high-income countries. In Canada, health technology assessment has primarily focused on evaluating the clinical and economic value of anti-obesity pharmacotherapy to inform reimbursement recommendations, whereas implementation decisions remain the responsibility of individual provinces. Similarly, several European healthcare systems have adopted managed-entry agreements or reimbursement restrictions based on predefined eligibility criteria; however, these strategies are generally implemented within healthcare systems with established health technology assessment processes and more homogeneous reimbursement structures. In contrast, the Mexican framework integrated epidemiological prioritization, pharmacoeconomic evaluation, budget impact analysis, and operational reimbursement planning within a fragmented public healthcare system. This combination of methodological components may represent one of the principal innovative features of the proposed framework and may be particularly relevant for middle-income countries facing similar resource constraints [
32,
33,
34].
More broadly, the results support the role of managed-entry agreements and performance-based risk-sharing models as tools to improve access to high-impact therapies when there is uncertainty regarding real-world effectiveness or budget impact [
16,
17]. These mechanisms have been widely discussed in oncology, rare diseases, and high-cost biologic therapies, but their application to obesity pharmacotherapy remains limited [
16,
17,
35]. Obesity represents a particular challenge for public payers because of its high prevalence and chronic nature; therefore, unrestricted reimbursement may be financially unfeasible even when a therapy is clinically effective. The present analysis provides a real-world example of how access can be expanded without ignoring budgetary constraints.
Implementation of managed-access strategies within large public healthcare systems extends beyond reimbursement approval and requires adequate operational capacity. In Mexico, successful implementation depends on several complementary components, including standardized eligibility criteria, training of healthcare professionals responsible for prescribing anti-obesity pharmacotherapy, monitoring systems to evaluate treatment response and continuation criteria, and reliable data collection to support performance-based reimbursement. These operational requirements are particularly relevant in fragmented healthcare systems where institutional capacities may differ across providers. Consequently, although the reimbursement framework described in this study provides a structured pathway for improving access, its long-term success will depend on the effective integration of these operational components into routine clinical practice [
16,
17].
Although the reimbursement strategy described in this study was developed within the Mexican public healthcare system, its underlying methodological framework may be transferable to other middle-income and resource-constrained settings. Rather than proposing a country-specific reimbursement model, this study illustrates a sequential decision-making process based on five complementary components: identification of reimbursement barriers, prioritization of a clinically appropriate target population, generation of local epidemiological evidence, pharmacoeconomic and budget impact evaluation, and implementation of managed-access mechanisms. These methodological principles are broadly applicable across health systems, although their operationalization should be adapted to local epidemiological profiles, healthcare financing structures, regulatory pathways, and institutional capacities. Countries with fragmented healthcare systems or constrained healthcare budgets may particularly benefit from this structured approach, provided that local data and context-specific evidence are incorporated into the reimbursement process [
36,
37].
This study has several limitations. First, the analysis was descriptive and based on a specific reimbursement process; therefore, causal inferences cannot be established. In addition, because the reimbursement strategy was developed within the context of the Mexican public healthcare system, its findings may not be directly generalizable to countries with different healthcare financing structures, epidemiological profiles, or regulatory pathways.
Second, estimation of the eligible population relied on secondary national databases, including ENSANUT, CONAPO, INEGI, and the Chronic Disease Information System (SIC). Although these are the official sources used for epidemiological surveillance and healthcare planning in Mexico, they are subject to sampling variability, underreporting, and differences in data collection methodologies. Consequently, the estimated target population should be interpreted as an approximation for health policy decision-making rather than an exact population count. Future studies incorporating updated epidemiological information and probabilistic sensitivity analyses could better quantify the impact of uncertainty on population estimates and pharmacoeconomic projections.
Third, the pharmacoeconomic models relied on assumptions derived from randomized clinical trials and published economic evaluations because long-term real-world evidence was not available in Mexico during the reimbursement process. Although treatment discontinuation was incorporated into the decision-tree model, assumptions regarding transition probabilities, treatment persistence, maintenance of weight loss, and future obesity-related costs may differ under routine clinical practice. In addition, mild treatment-related adverse events were not explicitly incorporated into the economic models because they were considered unlikely to substantially influence overall cost-effectiveness estimates. Furthermore, some economic inputs were based on institutional costing information and confidential pricing agreements that could not be fully disclosed. Nevertheless, the analyses reflected the official cost information and institutional data available to healthcare decision makers at the time of the reimbursement evaluation.
Fourth, the target population was defined through a structured multidisciplinary expert consensus process supported by the best available evidence. Although predefined prioritization criteria were applied, alternative evidence-based prioritization strategies or different combinations of obesity-related comorbidities could reasonably have been selected. Therefore, the proposed eligibility criteria should be interpreted as one scientifically supported reimbursement strategy rather than the only possible approach.
Finally, this study focused exclusively on the methodological and strategic process leading to reimbursement approval and did not evaluate post-implementation outcomes. Consequently, no real-world data on treatment uptake, adherence, persistence, clinical effectiveness, safety, or healthcare expenditures following reimbursement were available. Future research should evaluate these outcomes to determine whether the projected clinical and economic benefits are achieved under routine clinical practice and to refine future reimbursement strategies.
Despite these limitations, this study contributes to the literature by documenting a pragmatic and replicable framework for incorporating anti-obesity pharmacotherapy into a resource-constrained public healthcare system. The main contribution is not only the evaluation of anti-obesity pharmacotherapy itself, but the description of a structured access strategy that integrated clinical prioritization, local epidemiology, economic evaluation, affordability assessment, and managed-access mechanisms. This approach may be useful for other middle-income countries facing similar challenges related to the reimbursement of high-impact therapies for chronic, highly prevalent diseases.
Future research should focus on the post-reimbursement evaluation of anti-obesity pharmacotherapy within the Mexican public healthcare system through a structured monitoring framework. Key performance indicators should include treatment uptake, adherence, persistence, achievement of clinically meaningful weight loss, improvement of obesity-related comorbidities, safety, healthcare resource utilization, and budget impact. Periodic assessment of these indicators will be essential to validate the assumptions of the pharmacoeconomic models, determine whether the projected clinical and economic benefits are achieved under routine clinical practice, and support continuous refinement of managed-access and performance-based reimbursement strategies. In addition, as newer anti-obesity medications with greater efficacy become available, similar evidence-based frameworks should be developed to define priority populations, evaluate affordability, and ensure equitable access while maintaining the financial sustainability of public healthcare systems.