LLY - Eli Lilly's Weight Loss Drug Tripeptide Is Expanding Market Share Analyst Outlines What Lies Ahead | Benzinga
In support of expectations for Eli Lilly And Company’s (NYSE:LLY) tripeptide, BMO Capital Markets is tracking weekly Mounjaro, Zepbound, GLP-1 category TRx (total prescriptions), and NRx (new prescriptions).
The analyst models $12.78 billion for the fiscal year 2024 tripeptide revenues.
Mounjaro, for diabetes, scripts grew to 313,019 TRx (+5.4% WoW); Zepbound, for weight loss, was 56,095 (+11.8% WoW).
Overall, the incretin market grew +3.3% WoW, driven by Zepbound and Mounjaro growth. In line with commentary from the fourth quarter 2023 earnings, Mounjaro is back on the FDA shortage list for some doses into March 2024; accordingly, we expect WoW variability in the ...