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Zepbound Surges, Orforglipron Impresses, and Lilly Keeps the Crown. For Now.

Zepbound Surges, Orforglipron Impresses, and Lilly Keeps the Crown. For Now.

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On The Pen
May 01, 2025
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On The Pen
On The Pen
Zepbound Surges, Orforglipron Impresses, and Lilly Keeps the Crown. For Now.
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Eli Lilly released their Q1 2025 earnings this morning, and the story is clear. The GLP-1 race belongs to them. While they showed strength in all the usual areas, Mounjaro, Zepbound, and market share, the most important clues are buried in what comes next.

Here is the breakdown.

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