LLY · 10-Q · 2026Q2 · Full report
Geographic Market Commentary - China & International
ELI LILLY & Co · 2026-08-05 · Importance 69 · Surprise 64 · In source text
Mounjaro revenue outside the U.S. increased to $5.2 billion in the second quarter and $9.6 billion for the first six months, from $1.9 billion and $3.1 billion in the prior-year periods. The international volume increase was driven by Mounjaro, while the addition of Mounjaro to China’s NRDL reduced realized prices. Lilly has launched Mounjaro internationally and has submitted orforglipron for obesity and/or type 2 diabetes in all major markets.
Key facts
- Outside the U.S., lower realized prices for the three and six months ended June 30, 2026 were primarily driven by the addition of Mounjaro to the National Reimbursement Drug List (NRDL) in China. source
- Internationally, the company has launched Mounjaro and submitted orforglipron for the treatment of obesity and/or type 2 diabetes in all major markets. source
- Lower realized prices outside the U.S. were partially driven by the addition of Mounjaro to the NRDL in China which impacted outside-U.S. revenue and prices. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | — | Outside the U.S., lower realized prices for the three and six months ended June 30, 2026 were primarily driven by the addition of Mounjaro… |
| revenue | positive | realized | — | Internationally, the company has launched Mounjaro and submitted orforglipron for the treatment of obesity and/or type 2 diabetes in all… |