LLY · 8-K · 20260805PR000077

China NRDL Pricing Impact

ELI LILLY & Co · 2026-08-05 · Importance 63 · Surprise 64

Mounjaro was added to China's National Reimbursement Drug List in the first quarter of 2026. Lilly said the addition drove lower realized prices outside the United States, where prices declined 36% in the second quarter. The company reported that Mounjaro revenue outside the United States increased 172% to $5.2 billion, with volume growth partially offset by the NRDL-related price reduction.

Key facts

• Lower realized prices outside the U.S. were driven primarily by the addition of Mounjaro to the National Reimbursement Drug List (NRDL) in China. source
• Mounjaro lower realized prices outside the U.S. were driven by the addition of Mounjaro to the NRDL in Q1 2026. source