LLY · News · 20260914N

Competition and Market Share - Oral GLP-1

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

Lilly said its oral obesity treatment Foundayo captured more than 30% of new U.S. patients starting oral weight-loss drugs. Reuters reported that demand for oral treatments is increasing because patients prefer to avoid injections and oral options may ease supply pressure affecting injectable therapies. The U.S. obesity-treatment market is expected to exceed $100 billion annually by 2030, while Lilly competes with Novo Nordisk’s Wegovy pill and faces generic competition in international markets.

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