LLY · News · 20261104N

Competition and Market Share - oral GLP-1

ELI LILLY & Co · 2026-11-04 · Importance 32 · Surprise 24

Novo Nordisk and Eli Lilly are contesting leadership in the oral GLP-1 market, with differing measures of early adoption. Novo CEO Mike Maziar Doustdar claims the Wegovy pill has 80% market share, arguing Lilly’s data excludes telehealth prescriptions. Lilly says Foundayo accounts for 40% of new patient starts, while Novo cites 8 million cumulative Wegovy prescriptions, including telehealth, as evidence of broader uptake.

Key facts

• Eli Lilly maintains that Foundayo has secured 40% of new patient starts in the oral GLP-1 market. source