22 stories
Mounjaro is Eli Lilly's branded tirzepatide for type-2 diabetes — the diabetes twin of Zepbound. The drug carries the same active ingredient as Zepbound, and the SURPASS Phase 3 program established it as a high-efficacy GLP-1/GIP option for glycemic control.
Key reads on this site: Mounjaro real-world data presented at OMA 2026 and elsewhere tracking with SURPASS-1 through SURPASS-5, the SURMOUNT-5 head-to-head against semaglutide that confirms the dual-agonist edge in obesity (and translates to T2D weight outcomes), and the kidney and HFpEF readouts that have broadened the cardiometabolic case.
Mounjaro became the world's #1 best-selling drug in Q1 2026 ($8.66B vs Keytruda's $7.9B), and the combined Mounjaro+Zepbound franchise now holds about 54.8% of US GLP-1 prescription share — up from 47% a year earlier. Q1 2026 YoY growth was 125% for Mounjaro and 80% for Zepbound, with Lilly raising 2026 revenue guidance to $82-85B.
Mounjaro sits alongside Zepbound on the FDA's April 30, 2026 proposal to exclude tirzepatide from the 503B bulks list. Stories here cover the trial data, payer coverage, market share, and the compounding fight.
CNBC reports Eli Lilly's Indian GLP-1 market share fell from 61% to 56% in March as 26 generic semaglutide brands from 13 companies entered the market following patent expiry. Novo Nordisk held steady at 25% after slashing Ozempic prices 38% and Wegovy prices 48%, while Lilly's Mounjaro remains priced 10x above the cheapest generics.
Tirzepatide (Mounjaro) Indian sales fell to ₹114 crore in March from ₹135 crore in February, while semaglutide sales rose to ₹59 crore. Semaglutide's GLP-1 segment share jumped to 33% from 25% as dozens of generics flood the market.
Biopharma acquisitions surged in Q1 2026 with 14 deals over $500M. Eli Lilly earned $65.2 billion in 2025, roughly half from Mounjaro and Zepbound, fueling an industry-wide M&A wave.
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%.