LLY Lowers Prices of Zepbound Vials for Cash Buyers on DTC Website

Core Insights - Eli Lilly has announced a price reduction for its obesity drug Zepbound, available through its LillyDirect platform, with new monthly prices ranging from $299 to $449 [1][2][6] Pricing Strategy - Starting this month, the price for the lowest dose (2.5 mg) is reduced to $299 from $349, while the 5 mg dose is now $349, and all other doses (7.5 mg, 10 mg, 12.5 mg, and 15 mg) are priced at $449, down from $499 [2][6] - This price cut follows a recent agreement with President Trump that included similar reductions for a multi-dose pen version of Zepbound, which also secured Medicare access and a three-year tariff exemption [3][6] Product Approval and Market Position - Zepbound is approved for adults with obesity or overweight with at least one weight-related comorbidity and for treating moderate-to-severe obstructive sleep apnea in obese adults [4] - Eli Lilly also markets Mounjaro, which is approved for type II diabetes, and both drugs have generated nearly $25 billion in sales in the first nine months of 2025, accounting for over half of the company's total revenues [7][8] Competitive Landscape - The obesity market in the U.S. is projected to reach $100 billion by 2030, with Eli Lilly and Novo Nordisk currently leading the market [9] - Mounjaro and Zepbound compete directly with Novo Nordisk's semaglutide products, Ozempic and Wegovy, which have also seen recent price cuts [9] - Other companies, such as Viking Therapeutics and Pfizer, are also making significant moves in the obesity space, with Pfizer acquiring Metsera for around $10 billion to enhance its portfolio [10][11] Stock Performance - Year-to-date, Eli Lilly's shares have increased by 37%, outperforming the industry growth of 16% [5]