{
  "id": 9629634,
  "title": "Drogarias desabam: MELI vai vender antibióticos e GLP-1",
  "url": "https://urgent.news/2026/09/24/drogarias-desabam-meli-vai-vender-antibioticos-e-glp-1",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-24T20:47:23.000Z",
  "source": {
    "name": "Brazil Journal",
    "slug": "brazil-journal",
    "url": "https://braziljournal.com/drogarias-desabam-meli-vai-vender-antibioticos-e-glp-1/"
  },
  "original_language": "pt",
  "account": "Today's market saw a strong pressure on the major pharmacy chains after the news that Mercado Livre would start selling prescription drugs requiring receipt retention, including GLP-1 weight loss injections and antibiotics. RD Saúde, the owner of Raia and Drogasil, saw its stock drop 5.5% after sinking to 8.5% during trading; Pague Menos fell 7.7% after trading down nearly 11%; and Panvel dropped 6%. These declines came on a day when the Ibovespa index retreated 0.95%, but the sector was far and away the biggest negative performer.\n\nMercado Livre began selling medications on its marketplace in March, starting with over-the-counter (OTC) drugs in a pilot project with own stock and vitamins. Months later, prescription drugs were added to the mix, and now the company is venturing into prescription drugs requiring receipt retention. This move has rattled the sector, as it means Mercado Livre will now compete in the niche that has been the main growth driver for pharmacy chains in recent years - weight loss injections like Ozempic and Mounjaro.\n\nPague Menus, for example, saw more than a third of its 9.3% growth in the second trimester come from GLP-1 injections, compared to 6.5 points in the first trimester. At Panvel, GLP-1 accounted for 11.3% of gross revenue in the second trimester and grew 63.6% year-over-year, contributing between 30% to 40% of the quarter's growth. At RD, GLP-1 made up about 12% of total revenue and has been growing faster than the rest of the company. The company announced today that it expects to have 20 pharmacies registered as sellers on its marketplace by year-end, with the first integrations with pharmacies expected in October. The company also announced the launch of 'Envios Agora', a new delivery option with deliveries in 60 minutes for items up to 15kg. This service will be available across all categories, including pharmacy items.",
  "summary": "As ações das grandes redes de farmácias operaram sob forte pressão no pregão de hoje depois da notícia de que o Mercado Livre vai começar a vender medicamentos que necessitam de retenção da receita – incluindo as canetas emagrecedoras GLP-1 e antibióticos. A ação da RD Saúde, dona da Raia e da Drogasil, mergulhou 5,5% […] The post Drogarias desabam: MELI vai vender antibióticos e GLP-1 appeared…",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}