Administration Announces Landmark GLP-1 Pricing Deal at $245/Month
Injectable semaglutide and tirzepatide will drop to ~$350/month initially and $245/month within two years, down from current list prices of $1,000–$1,350/month.
#Eli Lilly
75 stories
Eli Lilly is the dominant player in incretin obesity and diabetes care. Tirzepatide — Mounjaro for type-2 diabetes, Zepbound for obesity — generated the bulk of 2025 growth, and SURMOUNT-5, the first definitive Phase 3B head-to-head against semaglutide, read out 21.6% mean weight loss at 72 weeks versus semaglutide's 15.4%. Q1 2026 revenue reached $19.8 billion (+56% YoY) on Mounjaro $8.66B (+125%) and Zepbound $4.16B (+80%); Lilly raised 2026 guidance to $82–85B on April 30 and the stock climbed 6.11% on May 1. On May 4, an FAERS hepatic-failure case for Foundayo surfaced, sending shares down 3% premarket before recovering on Lilly's safety-data response and an RBC 'baseline noise' defense.
The next layer determines 2027 and beyond. Orforglipron, marketed as Foundayo, became the first small-molecule oral GLP-1 cleared for obesity in April 2026 and reached roughly 20,000 patients and more than 8,000 prescribers in its first three weeks, though Wegovy pill outpaced it ~20× in early-May IQVIA volume. Retatrutide, the GLP-1/GIP/glucagon triple agonist, posted its first Phase 3 type-2 diabetes readout (TRANSCEND T2D1: A1c down 1.7–2.0 pts, 25–37 lb mean weight loss) on the April 30 call alongside the prior TRIUMPH-4 obesity-with-knee-osteoarthritis data. The retatrutide MASLD Phase 3 (NCT06859268) is enrolling, building on 86% Phase 2 liver-fat reduction. LillyDirect handles self-pay distribution.
The company has spent 2024 and 2025 building peptide CDMO capacity to support both branded volume and the long shadow of the compounding fight. Stories here track the pipeline, deals, and the share-price moves that follow them.
Foundayo vs. Oral Wegovy: Head-to-Head Oral GLP-1 Rivalry Heats Up
The ACHIEVE-3 trial in The Lancet showed Eli Lilly's Foundayo (orforglipron) superior on HbA1c, while Novo Nordisk's oral Wegovy may have an edge in weight-loss efficacy.
GQ: Why Fitness Bros Are Buzzing About Retatrutide
Deep dive into the retatrutide hype cycle triggered by Andrew Huberman's endorsement and looksmaxxing influencers. Frames the triple-agonist as potentially more consequential than Ozempic.
FDA Approves Eli Lilly Oral GLP-1 Foundayo — Rivalry With Oral Wegovy Begins
Eli Lilly's Foundayo (orforglipron) won FDA approval with aggressive pricing as low as $25/month with savings card. Medicare Part D coverage could bring costs to $50/month starting July 2026.
Retatrutide Hits Primary Endpoints in Phase 3 Type 2 Diabetes Trial
Eli Lilly's triple agonist (GIP/GLP-1/glucagon) retatrutide met its primary A1C reduction endpoint and all key secondary endpoints at 40 weeks in the TRANSCEND-T2D-1 trial.
Scientific American: How Eli Lilly's New GLP-1 Pill Foundayo Stacks Up Against Wegovy
In-depth comparison of Foundayo against existing GLP-1 drugs, noting 27 lbs average weight loss over 72 weeks at the highest dose. Experts hope more oral options will drive down costs and offer patients greater flexibility versus injectable regimens.
Retatrutide Achieves 28.7% Weight Loss and Knee Pain Reduction in TRIUMPH-4 Phase 3 Trial
Eli Lilly's triple GLP-1/GIP/glucagon receptor agonist retatrutide demonstrated up to 28.7% weight loss along with significant knee pain reductions in obesity patients with osteoarthritis. Seven additional Phase 3 trials expected to report throughout 2026.
Eli Lilly's Oral Obesity Pill Foundayo Approved, Kicking Off Renewed Novo Nordisk Rivalry
BioSpace reports Lilly launched Foundayo with $1.5 billion in pre-built inventory. Available via LillyDirect with prescriptions accepted immediately and shipping beginning April 6.
Eli Lilly Surpasses $1 Trillion Market Cap with 60% U.S. Incretin Market Share
Analyst deep-dive into Lilly's position as healthcare's most valuable company, with ~60% U.S. incretin market share driven by tirzepatide and a retatrutide pipeline showing ~30% weight loss potential.
FDA Approves Eli Lilly's Foundayo (Orforglipron) as First Small-Molecule GLP-1 Pill for Obesity
The FDA approved Foundayo, a once-daily oral GLP-1 pill that can be taken any time without food or water restrictions. In trials, patients lost an average of 11% body weight over one year. It was approved under the FDA's National Priority Voucher program.
Foundayo Approval Intensifies Oral GLP-1 Market Competition Against Novo Nordisk
Foundayo's small-molecule design is easier to manufacture with fewer dosing restrictions than Novo Nordisk's peptide-based oral Wegovy. Analysts project Lilly's combined franchise could exceed $100 billion in peak revenue.
Orforglipron FDA Decision Expected in April 2026
Eli Lilly's oral GLP-1 drug orforglipron is among the most consequential FDA decisions in Q2 2026. Analysts expect it to help Lilly's tirzepatide franchise exceed $100 billion in peak revenue.
Novo Nordisk Price Cuts Expected to Reshape India GLP-1 Market
Analysts expect Novo's aggressive cuts to capture the lion's share of India's GLP-1 market in 12-18 months. Eli Lilly's Mounjaro currently dominates with ~79% share vs Novo's ~21%.
Retatrutide Clears Fatty Liver Disease in Over 85% of Patients With Obesity
Findings presented at The Liver Meeting show retatrutide cleared fatty liver disease in more than 85% of patients with obesity, dramatically expanding its therapeutic profile beyond weight loss.
TRIUMPH-4 Phase 3 Data Highlights Retatrutide's Significant Weight Loss and Knee Pain Reduction
Detailed Phase 3 results for Eli Lilly's triple-agonist (GLP-1/GIP/glucagon) showed significant weight loss alongside improved pain and physical function in obesity-related knee osteoarthritis. Seven additional Phase 3 trials underway.
Eli Lilly and Baseline Therapeutics Investigate GLP-1s for Substance Use Disorders
Lilly and startup Baseline Therapeutics are investigating GLP-1 RAs for alcohol and substance use disorders. A large VA study found GLP-1s associated with reduced substance abuse risk, in a therapeutic area projected to reach $12.4B by 2033.
Orforglipron and the Future of Oral GLP-1 Therapy
Pharmacy Times covers orforglipron's ability to cut A1C and drive meaningful weight loss with easier dosing than injections, potentially reshaping the GLP-1 treatment landscape.
Eli Lilly and Novo Nordisk Strike MFN Deals to Lower GLP-1 Prices
Both pharma giants reached most-favored-nation pricing agreements with the Trump Administration to reduce costs of tirzepatide and semaglutide for American consumers.