LLY · News · 20260914N

Market Demand - Oral GLP-1

ELI LILLY & Co · 2026-09-14 · Importance 32 · Surprise 24 · In source text

Lilly said Foundayo captured more than 30% of new U.S. patients starting oral weight-loss drugs. The oral obesity market is benefiting from patients’ preference for non-injectable treatments and from supply constraints affecting injectable therapies. The U.S. obesity-treatment market is expected to exceed $100 billion annually by 2030, while Lilly’s injectable Zepbound is performing well in the U.S. Medicare program. Lilly is positioning Foundayo, Zepbound and pipeline medicines across treatment initiation, maintenance, efficacy, tolerability and dosing convenience.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositivecontingent—The overall obesity treatment market in the U.S. is expected to exceed $100 billion annually by 2030, according to the report mentioning…