Eli Lilly reported Q2 earnings this week. Zepbound sales reached $1.2 billion, up from $517 million in Q1. Mounjaro also hit $3.1 billion. The GLP-1 market is growing faster than anyone predicted. Novo Nordisk reports next week — will be interesting to see Wegovy numbers.
Eli Lilly Q2 earnings — Zepbound sales hit $1.2B
The growth is staggering but still supply-constrained. Lilly is expanding manufacturing capacity but it'll take 2-3 years to fully catch up with demand.
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