Peptide News Digest

#Lly

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Eli Lilly (NYSE: LLY) Q2 2026 Earnings Preview for Wednesday August 5 With Analyst Consensus at $20.5 Billion Revenue and $7.74 EPS Alongside Novo Nordisk H1 2026 Results the Same Day; Primary Analyst Focus Numbers Include Foundayo (Orforglipron) Weekly Prescription Volumes Near 20,000 as the Initial Commercial Ramp Indicator, Mounjaro Sales Trajectory (Q1 2026 Mounjaro + Zepbound Combined $12.82 Billion, ~65% of Lilly Total Revenue), Full-Year 2026 Revenue Guidance Currently at $83-85 Billion, and the Q1 2026 Novo Nordisk Wegovy Pill $354 Million Baseline

Eli Lilly (NYSE: LLY) reports Q2 2026 earnings Wednesday August 5, 2026 before market open with analyst consensus at $20.5 billion revenue and $7.74 EPS. Primary analyst focus numbers: Foundayo (orforglipron) weekly prescription volumes near 20,000 as the initial commercial ramp indicator following the April 2026 FDA approval as the first oral small-molecule non-peptide GLP-1 receptor agonist; Mounjaro (tirzepatide, type 2 diabetes indication) and Zepbound (tirzepatide, obesity indication) sales trajectory (Q1 2026 combined revenue $12.82 billion, approximately 65% of Lilly total revenue, driven by U.S. commercial volume plus international expansion with aggregate international Mounjaro market share now north of 50% per Lilly executive commentary at Goldman Sachs Healthcare Conference); full-year 2026 revenue guidance currently at $83-85 billion for potential revision; and the international pricing pressure headwind with management guiding low-to-mid-teens price erosion for FY26. Novo Nordisk reports H1 2026 results the same Wednesday August 5. Wegovy pill (oral semaglutide 25/50 mg for obesity) Q1 2026 sales of approximately $354 million provide the H1 baseline for the Novo pill franchise; injectable Wegovy Q1 2026 sales were $18.2 billion Danish kroner (+12% YoY).

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Novo Nordisk Files for Temporary Restraining Order (TRO) and Preliminary Injunction Friday July 24, 2026 in US District Court for the District of New Jersey to Immediately Block Eli Lilly's National Zepbound (Tirzepatide) and Mounjaro (Tirzepatide) Direct-to-Consumer Advertising Campaigns in the Escalating GLP-1 Advertising-Litigation Docket; Original Complaint Filed Tuesday July 21 Alleges Lilly's Campaigns Rely on Outdated Wegovy Dose Comparisons That Do Not Account for the FDA-Approved Higher-Dose Semaglutide Options Currently Available

Novo Nordisk announced Friday July 24, 2026 that it has filed for a temporary restraining order (TRO) and preliminary injunction in the US District Court for the District of New Jersey to immediately block Eli Lilly's national Zepbound (tirzepatide) and Mounjaro (tirzepatide) direct-to-consumer advertising campaigns. The escalation comes three business days after Novo's original complaint filed Tuesday July 21 alleging that Lilly's ads rely on outdated Wegovy (semaglutide) dose comparisons that do not account for the newer, higher-dose FDA-approved semaglutide options currently available. Through the TRO and preliminary injunction motions, Novo Nordisk seeks immediate court-ordered removal of the disputed Lilly campaigns pending a full merits ruling on the underlying deceptive-advertising claims. Novo also seeks a permanent injunction requiring Lilly to pull all misleading comparative advertising across platforms and to conduct a corrective advertising campaign. The GLP-1 ad war has moved from network TV pharmacy-facing PBM negotiation into full federal court litigation for the first time in the class's US commercialization history. Court hearing dates on the TRO/preliminary injunction have not yet been reported publicly.