Overview
- Shares climbed roughly 1.6%–1.7% to an all‑time high near $1,057.7, making Lilly the first drugmaker to reach a $1 trillion market cap.
- Mounjaro and Zepbound powered about $10.09 billion in last‑quarter sales out of $17.6 billion total revenue, highlighting the franchise’s scale.
- Lilly reports nearly 58% share of the GLP‑1 market, gaining prescriptions against Novo Nordisk’s Ozempic and Wegovy.
- An experimental oral obesity pill showed Ozempic‑like efficacy in trials, with an FDA decision expected in early 2026 and production ramping for a potential launch.
- Access and pricing pressures, including CVS previously favoring Wegovy over Zepbound, created setbacks even as guidance and results strengthened.