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Zepbound

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CVS Caremark Reverses, Restores Zepbound Coverage Amid Patient Backlash
healthcare4 days ago

CVS Caremark Reverses, Restores Zepbound Coverage Amid Patient Backlash

CVS Caremark will reinstate Lilly’s weight‑loss drug Zepbound on its standard formulary by Oct. 1 after patient backlash over its prior removal, which had pressured some users to switch to Wegovy. The change, affecting about 25–30 million people, does not guarantee coverage for all employer plans but may widen access; Lilly says some private plans could offer as little as a $25 copay. Lilly’s Foundayo will also be added to the formulary starting Monday. Zepbound’s list price is around $1,086 per month before discounts, and a related class‑action lawsuit over the initial formulary decision remains active. Express Scripts and Optum Rx already cover Zepbound.

CVS Restores Zepbound Coverage, Adds Lilly’s Foundayo to Standard Plans
business4 days ago

CVS Restores Zepbound Coverage, Adds Lilly’s Foundayo to Standard Plans

CVS Caremark will restore coverage for Eli Lilly’s Zepbound on Oct. 1 and start covering Lilly’s obesity pill Foundayo on June 1 on its standard drug plans, putting Lilly and Novo Nordisk on equal footing in major plans and expanding access for patients. The change follows CVS’s previous deal that favored Novo Nordisk’s Wegovy, and Caremark’s formulary will offer co‑preferred GLP-1 options for weight loss, though sponsors can opt out, meaning coverage isn’t guaranteed for all. CVS expects the shifts to drive 10%–15% savings in the weight‑management category as Lilly and Novo Nordisk negotiate pricing.”,

Lilly rides weight-loss drug wave to first-quarter profit surge
business1 month ago

Lilly rides weight-loss drug wave to first-quarter profit surge

Eli Lilly more than doubled its Q1 profits as demand for obesity and diabetes medications drove revenue higher, with Mounjaro sales at $8.7bn and Zepbound at $4.2bn (up 80%), prompting a raised outlook. Foundayo was approved and launched this month but isn’t included in the quarter’s figures. Shares rose about 9%, and Lilly faces competitive pressure from Novo Nordisk while Medicare deals helped push Zepbound prices down even as volumes grew; investors will watch for weekly prescription data and updates on Foundayo’s performance.

Lilly lifts 2026 outlook on booming GLP-1 drugs
business1 month ago

Lilly lifts 2026 outlook on booming GLP-1 drugs

Eli Lilly beat Q1 estimates with about $19.8B in revenue and $8.55 in adjusted EPS, powered by 125% growth in Mounjaro to $8.66B worldwide and $4.2B in U.S. sales, and $4.16B in U.S. Zepbound sales. The results prompted a $2B raise to full-year revenue guidance to $82–85B and higher adjusted EPS of $35.50–$37. Foundayo, the obesity GLP-1 pill, launched in Q2 and isn’t included in this report. Lilly maintains roughly 60% of the U.S. GLP-1 market, but faces pricing pressure and upcoming Medicare coverage changes as global GLP-1 use could reach about 30M by end-2026.

Lilly Obesity Drugs Lag Wegovy in Early Prescription Data, Weighing on Stock
markets1 month ago

Lilly Obesity Drugs Lag Wegovy in Early Prescription Data, Weighing on Stock

Premarket, Eli Lilly shares fell after IQVIA data cited by Bloomberg showed Lilly’s obesity drugs Foundayo (oral) and Zepbound trailed Novo Nordisk’s Wegovy in weekly prescriptions; Zepbound fell about 2% week over week while Wegovy rose about 7% in the same period, and Foundayo posted 3,707 prescriptions in its first full week versus Wegovy’s roughly 18,410 in its first full week; analysts caution that one week of data isn’t definitive, but weak early momentum could pressure Lilly stock if the trend persists.

FDA Approves Higher-Dose Wegovy to Narrow Gap with Zepbound
business2 months ago

FDA Approves Higher-Dose Wegovy to Narrow Gap with Zepbound

The FDA approved Novo Nordisk’s higher-dose Wegovy (7.2 mg) to improve weight loss outcomes, with phase 3 data showing about 20.7% average weight loss over 72 weeks; Novo plans an April launch to better compete with Eli Lilly’s Zepbound, which has demonstrated higher efficacy. A separate trial in obesity with Type 2 diabetes showed 14.1% weight loss, and the approval comes as the FDA pilots a faster review program for priority GLP-1 medications.

Lilly warns of unknown safety risks in tirzepatide-B12 compounded drugs
health2 months ago

Lilly warns of unknown safety risks in tirzepatide-B12 compounded drugs

Eli Lilly issued a public warning about potential patient safety risks from compounded tirzepatide mixed with vitamin B12, including a newly identified impurity with unknown short- and long-term effects. The company says these compounded tirzepatide-B12 products lack safety monitoring and adverse-event reporting, has alerted the FDA, and urges patients to discuss alternatives with their physicians. Lilly also cautions about broader safety issues and contaminants in other unregulated tirzepatide knockoffs and calls for regulator action to curb mass compounding in favor of FDA-approved therapies like Mounjaro and Zepbound.

Lilly Launches Employer Connect to Expand Employer Coverage for Obesity Drugs
business2 months ago

Lilly Launches Employer Connect to Expand Employer Coverage for Obesity Drugs

Eli Lilly unveils Employer Connect to help employers cover obesity medicines by connecting them with 15+ program administrators and offering a net price of $449 per month for a new Zepbound dose, aiming to lower employee out-of-pocket costs while giving employers design flexibility and price visibility; the move comes as Medicare coverage for these drugs is set to expand later this year and some firms may opt in gradually.

CagriSema lags Zepbound as Novo Nordisk presses toward FDA decision
business3 months ago

CagriSema lags Zepbound as Novo Nordisk presses toward FDA decision

Novo Nordisk’s obesity drug CagriSema delivered slightly less weight loss than Lilly’s Zepbound in an 84-week phase 3 trial, raising questions about its market potential ahead of a late-2026 FDA decision and a possible 2027 launch. Novo defends the drug’s efficacy and points to additional trials (REDEFINE 11 and a higher-dose study) while analysts warn it may struggle to gain share from Zepbound, signaling potential reliance on future deals to bolster its pipeline.

Lilly's weight‑loss drugs drive strong quarter, lift 2026 outlook and stock
business3 months ago

Lilly's weight‑loss drugs drive strong quarter, lift 2026 outlook and stock

Eli Lilly posted 4Q25 sales of $19.3 billion, up 43%, driven by Zepbound at $4.3 billion (up 123%) and Mounjaro at $7.4 billion (up 110%), beating estimates with $11.7 billion from the two drugs. The company guided 2026 revenue of $80–83 billion and adjusted EPS of $33.50–$35.00, signaling ongoing growth even as Novo Nordisk anticipates a 5–13% 2026 decline. Lilly also struck a most‑favored‑nations deal for discounts via TrumpRx, and its stock rose in premarket trading.

business3 months ago

Lilly fuels growth with Q4 2025 results, raises 2026 outlook to $80–83B

Eli Lilly reported Q4 2025 revenue of $19.3B, up 43% y/y, with GAAP EPS of $7.39 and non-GAAP EPS of $7.54, driven by strong demand for Mounjaro and Zepbound. The company highlighted regulatory progress (FDA approval of Kwikpen for tirzepatide and expanded Jaypirca indication) and a 2026 revenue guidance of $80–$83B with non-GAAP EPS of $33.50–$35.00, along with ongoing obesity/diabetes pipeline developments and a U.S. government agreement to expand access to obesity medicines.

Lilly Surges on GLP-1 Demand, Sets 2026 Revenue Outlook
business3 months ago

Lilly Surges on GLP-1 Demand, Sets 2026 Revenue Outlook

Eli Lilly beat Q4 estimates with adjusted EPS of $7.54 and revenue of $19.29B (up 43%), and issued 2026 guidance of $80-83B in revenue and $33.50-35 in EPS, powered by robust GLP-1 demand for Zepbound and Mounjaro. U.S. sales reached $12.9B with volume up about 50% while prices moderated. Lilly faces competition from Novo Nordisk and highlighted pricing steps under a 2026 deal with Medicare/Medicaid and a direct-to-consumer TrumpRx platform, with most pricing moves expected early in 2026 and volume growth ramping in the second half. The company is also pursuing an oral weight-loss drug, orforglipron, later this year.

Novo’s New Wegovy Pill Surges Out of the Gate
business4 months ago

Novo’s New Wegovy Pill Surges Out of the Gate

Novo Nordisk’s oral Wegovy is off to a strong start, with Week 2 prescriptions around 18,000–20,000, reportedly higher than the initial weeks of injectable Wegovy and Lilly’s Zepbound. Analysts say the rapid uptake could help Novo regain obesity market share as it faces competition from Lilly’s orforglipron and Zepbound’s dominance; the pill is priced at $149 per 1.5 mg dose (cash) with insured patients potentially paying as low as $25 per month, and Novo’s stock has risen about 20% this year in response.

Half of GLP-1 users abandon injections as weight loss returns prompt new maintenance options
personal-finance4 months ago

Half of GLP-1 users abandon injections as weight loss returns prompt new maintenance options

New research finds about 50% of people who stop GLP-1 weight-loss drugs Wegovy or Zepbound regain all the weight they lost within two years, with cost and gastrointestinal side effects driving discontinuation. As patients seek durable results, doctors point to a mix of options—from bariatric procedures and endoscopic sleeve gastroplasty to new oral GLP-1 pills like Wegovy’s pill and Lilly’s orforglipron—though real-world adherence and insurance coverage remain uncertain.