1. Mounjaro is the king now.
$3.84 billion in Q1 sales. Lilly officially passed Novo. They now lead the U.S. incretin market with 53 percent.
2. Zepbound vials are a hit.
They make up 25 percent of new starts. Patients want flexibility, and this format is working.
3. Orforglipron looks legit.
No liver safety issues. Long half life. Oral GLP-1 that might be first line, not second choice.
4. CVS just backed Wegovy.
Starting July 1, Wegovy will be preferred on CVS Caremark formularies. A bold move from Novo — but Lilly isn’t sweating it.
5. New Retatrutide trial is coming.
Lilly is launching a Phase 3 trial in obesity plus chronic low back pain. This is next level — treating weight and what comes with it.
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