Lilly(US:LLY) 智通财经网·2025-06-23 08:59Group 1 - Morgan Stanley maintains an "Overweight" rating on Eli Lilly (LLY.US) with a target price of $1133, based on data from IOVIA regarding the diabetes and weight loss drug market [1] - As of June 13, the total prescription volume (TRx) for Mounjaro was 577,200, and new prescriptions (NRx) were 298,900, showing a slight decrease from the previous week [1] - The TRx for Zepbound was 432,300, with NRx at 293,900, also reflecting a decrease from the prior week [1] Group 2 - Morgan Stanley is closely monitoring Eli Lilly's Mounjaro and Zepbound as they are core products, with overall GLP-1 drug TRx growing approximately 41% year-over-year [2] - The combined TRx for Mounjaro, Trulicity, and Zepbound was about 1,170,500, down 2.1% from the previous week [2] - The market share for Eli Lilly's GLP-1 patent portfolio remains stable at approximately 61% [2] Group 3 - Eli Lilly reported that bottled medications through LLY Direct accounted for 10% of TRx and 25% of new prescriptions in Q1 [3] - Zepbound bottled medication represented about 21% of Zepbound TRx this week [3]