LLY · Earnings call · 2026Q3T · Full report

Zepbound Treatment Persistence

ELI LILLY & Co · 2026-10-29 · Importance 13 · Surprise 6

Management said Zepbound persistence in covered markets is tracking similarly to the adherence experience previously seen with Trulicity, which had chronic-therapy adherence of roughly 16 to 18 months. Persistence in the self-pay market was described as close to that in covered markets. Lilly expects oral medicines generally to have lower adherence than weekly injectables, although it said low out-of-pocket costs in the Bridge Program are improving adherence. Management characterized the Zepbound experience as strong while noting that oral-therapy persistence remains early to assess.

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