UBS says volumes grew about 55% while net prices fell roughly 14%, and points to about 500,000 people joining Lilly's Medicare bridge program in a few months.
Recap by typeshit. Full story at Yahoo Finance.
New generics and steady prices drove the jump in sales value, with Eli Lilly's tirzepatide leading the market.
A new market report values the sector at $97.5 billion in 2025 and expects oral and multi-pathway drugs to grow fastest as Medicare coverage starts in mid-2026.
Forbes compares what brand-name semaglutide and tirzepatide cost against compounded GLP-1 versions.
Tirzepatide sales alone beat the total quarterly revenue of Novartis, GSK and BMS. Mounjaro rose 65% and Zepbound 59%.
Peltan argues validation, not discovery, limits drug timelines, citing retatrutide's path from 2019 trials to a planned 2027 filing as counterfeit versions already circulate.
The Korean drugmaker, which co-promotes Wegovy with Novo Nordisk locally, credits the obesity drug for operating profit of 23.7 billion won, though net profit fell.
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