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Monday, May 4, 2026

Lilly posts another ‘blowout quarter’ as focus turns to Foundayo launch
BREAKING
MAJOR88
COMMERCIAL

Lilly posts another ‘blowout quarter’ as focus turns to Foundayo launch

Eli Lilly reported record earnings in the first quarter of 2026, driven by strong overseas sales of Mounjaro (a GLP-1 diabetes and weight-loss drug). The company is now focused on launching Foundayo, its new pill form of the drug, which the FDA approved in April, and says 80% of early prescriptions are going to patients trying GLP-1 drugs for the first time.

Analysis

Lilly's 60% US GLP-1 share and Mounjaro's $8.7B quarter cement dominance over Novo, while Foundayo's 80% new-to-class uptake suggests pill expands rather than cannibalizes the market.

  • Q1 2026 revenue rose 56% to $19.8B, beating estimates by $2B+
  • Mounjaro/Zepbound sales more than doubled to $8.7B
  • Lilly holds 60%+ US GLP-1 share vs Novo's 39.4%
$LLY$NVO
mounjarozepboundfoundayojardiance
BioPharma Dive3d
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MAJOR72
COMMERCIALLimited grounding

Lilly touts 'encouraging' early days for Foundayo obesity launch, even as GLP-1 pill appears to lag Novo's - Fierce Pharma

Eli Lilly says its new oral weight-loss pill Foundayo is off to a good start, but early signs suggest it may not be selling as well as Novo Nordisk's similar pill. Both companies are competing to win patients who want to take a weight-loss drug by mouth instead of injections.

Analysis

Early Foundayo uptake trailing Novo's oral GLP-1 signals Lilly may not auto-translate injectable dominance into the pill segment, where Novo has a head start.

  • Lilly described Foundayo's obesity launch as 'encouraging' in early days
  • Foundayo appears to be lagging Novo Nordisk's competing GLP-1 pill
  • Both companies targeting patients seeking oral alternatives to injectables
$LLY$NVO
foundayoEli LillyNovo Nordisk
Novo Nordisk News3d
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BREAKING
MAJOR72
COMMERCIALLimited grounding

More than 20,000 people are taking Eli Lilly's weight loss pill Foundayo, CEO says - CNBC

Eli Lilly's oral weight-loss pill Foundayo has been taken by more than 20,000 people, according to the company's CEO. The number suggests early uptake of Lilly's pill-based option in the competitive weight-loss drug market.

Analysis

First disclosed uptake figure for Lilly's Foundayo signals oral GLP-1 traction, a direct shot at Novo's Rybelsus and pre-empting Pfizer/Structure oral entrants.

  • Lilly CEO says more than 20,000 people are taking Foundayo
  • Foundayo is Lilly's oral weight-loss pill
$LLY
foundayoEli Lilly
Novo Nordisk News3d
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