Lilly(US:LLY) GLP1减重宝典·2025-05-06 08:03Core Insights - The article discusses the sales performance and market position of Eli Lilly's GLP-1 products, estimating a significant user base and growth potential in the coming years [2][3][4]. Sales Data Insights - In Q1 2025, Eli Lilly reported substantial sales for its GLP-1 drugs: Mounjaro generated $3.84 billion and Zepbound generated $2.31 billion, totaling approximately $6.15 billion in sales for that quarter [3]. Patient Estimation - Assuming an average monthly cost of $1,349 per patient for GLP-1 treatment, it is estimated that there are about 1.52 million patients using Eli Lilly's GLP-1 products monthly in Q1 2025 [4]. Direct Sales Market Insights - Eli Lilly's direct sales platform, Lilly Direct, indicates that around 100,000 people purchase Zepbound monthly, representing about 10% of its user base, suggesting a total monthly user count of approximately 1 million for Zepbound [5]. - Despite Novo Nordisk's significant market share in the GLP-1 sector, Eli Lilly is rapidly gaining ground, achieving a market share of 53.3% in the U.S. incretin mimetics market, surpassing Novo Nordisk's 46.1% [5]. Conclusion - It is projected that by early 2025, over 1.5 million patients will be using Eli Lilly's GLP-1 products monthly, with expectations for continued growth as the product line expands and market share increases [7].