Lilly(US:LLY) Zhi Tong Cai Jing·2025-09-17 11:12Core Insights - Eli Lilly has established itself as a leader in the weight loss drug market across Europe, Asia, and the Middle East, with plans to replicate its U.S. market dominance globally [1] - The company is adopting a consumer-oriented business strategy similar to its U.S. approach, collaborating with telehealth and digital platforms to reach patients in various countries [1] - Eli Lilly has launched its weight loss drug Mounjaro in Mexico, Brazil, India, and China, while delaying its rollout in some regions to ensure supply stability [1] Group 1 - The company is cautious about utilizing the FDA's new fast-track review process for its experimental oral weight loss drug Orforglipron, citing limited understanding of the program [2] - Analysts predict that Orforglipron could achieve annual sales of $10 billion and may receive FDA fast approval by the end of 2025 [2] - Eli Lilly plans to submit approval applications for Orforglipron to regulatory agencies in the U.S., U.K., EU, Japan, and China within a few weeks [2] Group 2 - The company has a large production network outside the U.S. dedicated to the manufacturing of Orforglipron, with tablet production being simpler than injectable forms due to less reliance on cold chain logistics [3] - Wall Street is closely monitoring Eli Lilly's plans for Orforglipron, especially as its Danish competitor Novo Nordisk is also developing an oral weight loss product expected to gain U.S. regulatory approval later this year [3]