Will Policy Shifts Accelerate Demand for Eli Lilly's GLP-1 Drugs?

Key Takeaways Eli Lilly's GLP-1 drugs Mounjaro and Zepbound generated $36.5B in 2025, about 56% of total company revenues.Medicare's BALANCE Model will allow Zepbound and Mounjaro coverage under Part D plans starting in 2027.LLY plans a potential 2Q26 U.S. launch of oral GLP-1 drug orforglipron, if approved, to expand obesity access.Eli Lilly (LLY) , a dominant player in the global obesity market, derives most of its revenues from its blockbuster GLP-1 medicines, Mounjaro for type II diabetes (T2D) and Zepb ...