Peptide News Digest

#Prescription-Volume

2 stories

Industry · View digest

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).

Industry · View digest

Q2 2026 Earnings Preview for the Peptide-and-Obesity Big Three Next Week: Merck (NYSE: MRK) Reports Tuesday August 4 With Analyst Consensus at $1.36 Diluted EPS Down 36.2% YoY From $2.13 (Reflecting Post-Keytruda Loss-of-Exclusivity Repositioning and LIPFENDRA/Enlicitide Launch Costs), Eli Lilly (NYSE: LLY) Reports Wednesday August 5 With Analyst Consensus at $20.26 Billion Revenue and $6.71 EPS (Prediction Markets Show 70% Probability of Another Earnings Beat, 96.4% Odds Mounjaro Clears $7.5 Billion Q2, 87% Odds Zepbound Tops $4 Billion Q2, and Foundayo Weekly Prescriptions Near 20,000 as the Analyst Focus Number), and Novo Nordisk Reports Wednesday August 5 H1 2026 Results

Q2 2026 earnings from the peptide-and-obesity big three arrive next week. Merck (NYSE: MRK) reports Tuesday August 4 before market open with analyst consensus at $1.36 diluted EPS (down 36.2% year-over-year from $2.13 in Q2 2025), reflecting post-Keytruda loss-of-exclusivity strategic repositioning and LIPFENDRA (enlicitide, oral macrocyclic peptide PCSK9 inhibitor approved July 16, 2026) launch costs. Eli Lilly (NYSE: LLY) reports Wednesday August 5 before market open with analyst consensus at $20.26 billion revenue and $6.71 EPS. Prediction markets put a 70% probability on another Lilly earnings beat, 96.4% odds Mounjaro (tirzepatide) clears $7.5 billion Q2, 87% odds Zepbound (tirzepatide) tops $4 billion Q2, and Foundayo (orforglipron, oral small-molecule GLP-1) weekly prescriptions near 20,000 as the primary analyst focus number after the April 2026 FDA approval. Novo Nordisk reports Wednesday August 5 H1 2026 results (Novo reports half-year rather than quarterly), with Wegovy pill (oral semaglutide 25/50 mg) Q1 2026 sales of approximately $354 million providing the H1 baseline. The three earnings prints together will frame second-half 2026 obesity market trajectory and the competitive positioning across incretin, macrocyclic peptide, and small-molecule oral GLP-1 franchises.