WATCHLONGEVITY

Saturday, June 20, 2026

DEVELOPING
Importance
72
Trust
73
Urgency
65
CLINICAL TRIAL · PRIMARY SOURCE

Lilly's Foundayo and lower-dose Zepbound helped people maintain weight loss after switching from higher doses of injectable incretin therapy in two late-phase trials

Eli Lilly released results from two late-stage trials showing that people who switched from higher-dose Wegovy or Zepbound to lower doses of Lilly's Foundayo pill or lower-dose Zepbound kept nearly all their weight loss over one year. The trials suggest the lower doses work well enough to maintain results when people switch from stronger versions.

Analysis

Lilly's pill Foundayo may let patients step down from high-dose shots and keep their weight off. That could pull patients away from Novo's Wegovy.

  • Two late-stage trials tested switching from higher-dose incretin therapy to lower doses
  • Patients switched to Foundayo pill or lower-dose Zepbound maintained weight loss over one year
  • Results came from Eli Lilly press releases, not yet peer-reviewed
$LLY$NVO
foundayozepboundwegovysemaglutide
Eli Lilly Press Releases1mo
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Lilly posts another ‘blowout quarter’ as focus turns to Foundayo launch
BREAKING
Importance
86
Trust
86
Urgency
95
COMMERCIAL

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

Eli Lilly reported strong first-quarter earnings driven by overseas sales of Mounjaro (tirzepatide), beating Wall Street forecasts and raising full-year guidance. The company now controls 60% of the U.S. GLP-1 market and is focusing on Foundayo, its newly approved pill version, with 80% of early prescriptions going to patients trying the drug class for the first time.

Analysis

Lilly now owns 60% of the US GLP-1 market and its new pill Foundayo is pulling in first-time users, not stealing from its own shots. That's bad news for Novo.

  • Q1 revenue jumped 56% to $19.8 billion, beating estimates by over $2 billion
  • Mounjaro/Zepbound sales more than doubled to $8.7 billion in the quarter
  • Lilly holds 60% of US GLP-1 market vs Novo's 39.4%
$LLY$NVO
mounjarozepboundfoundayojardiance
BioPharma Dive1mo
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Lilly reports first-quarter 2026 financial results, raises full year guidance, and highlights momentum of new medicines
BREAKING
Importance
82
Trust
73
Urgency
95
COMMERCIAL · PRIMARY SOURCE

Lilly reports first-quarter 2026 financial results, raises full year guidance, and highlights momentum of new medicines

Eli Lilly's sales jumped 56% in early 2026, mostly because more patients bought its diabetes and weight-loss drugs Mounjaro and Zepbound. The company made more profit per share but charged lower prices for those two drugs.

Analysis

Lilly's weight-loss and diabetes drugs keep driving big sales gains. Lower prices on Mounjaro and Zepbound did not stop profit growth.

  • Lilly Q1 2026 sales rose 56% year over year
  • Growth driven by Mounjaro and Zepbound demand
  • Company raised full-year 2026 guidance
$LLY
mounjarozepboundEli Lilly
Eli Lilly Press Releases1mo
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