Peptide News Digest

#Week-5

2 stories

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Foundayo Week 5 IQVIA Tracker (May 15 Citi Note): 10,248 Prescriptions Up 40% W/W from 7,335 in Week 4

Citi's Friday May 15 client note reported Foundayo (orforglipron) hit 10,248 US prescriptions in the week ending May 8 per IQVIA — the first 40% week-over-week jump in the launch series. Week-by-week trajectory: 1,390 (Week 1), 3,707 (Week 2), 5,612 (Week 3), 7,335 (Week 4), 10,248 (Week 5). The acceleration aligns with mid-May commercial access activation at two of the three largest US PBMs that Lilly flagged on the April 30 Q1 call. Citi maintained $146M Q2 revenue and $1.6B full-year 2026 estimates. The Wegovy pill remains ahead — Novo CEO Doustdar's May 14 commentary confirmed >1M cumulative US users since the January 5 launch — but the gap is narrowing as Foundayo's PBM coverage comes online and telehealth volume (~35% of total per Lilly executives, not captured in retail-only IQVIA data) layers on top.

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Foundayo Week 5 IQVIA Tracker Expected Mid-Week — Citi Note Awaited

The next Foundayo IQVIA prescription tracker update is expected from Citi mid-week May 18-20, covering the week ending May 8. Week 4 hit 7,335 prescriptions per the May 8 Citi note with Lilly executives citing 20,000 total patients (~35% via telehealth not captured in the retail-only IQVIA data). Citi's projected $146M Q2 revenue and $1.6B full-year 2026 estimate continue to anchor the analyst consensus. Lilly executives have asked analysts for 8-12 weeks of data before reading commercial trajectory through pharmacy-fill noise; the Week 5 reading is the first post-PBM-coverage-expansion data point as the two largest US PBMs went live with Foundayo coverage mid-May. The Wegovy pill remains roughly 60-70x ahead on weekly volume (>440K in the week ending May 1 per Novo's Q1 commentary).