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Eli Lilly CEO: Seeing global demand for weight loss drug Mounjaro
Youtube· 2025-10-30 14:13
Core Insights - The company reported a strong performance in Q3, leading to a significant guidance raise, indicating positive market conditions and operational success [1][4]. Product Performance - Tzepide and Mjaro Zepbound are key products, gaining market share in the rapidly growing diabetes and obesity sectors in the US, with strong international performance contributing to upside results [2]. - The global rollout of Mangaro in markets such as China, Brazil, and India has shown promising demand, although it is still in early stages [3]. Pipeline Developments - The company is advancing its product pipeline, with the oral pill orforron completing its phase three program and expected to submit for approval in Q4, alongside the approval of another cancer medication [4]. - The introduction of the oral solid formulation is seen as a significant addition to the product lineup, addressing the challenges of needle-based injections and catering to markets with limited refrigeration capabilities [8]. Future Growth Opportunities - The company is exploring additional indications for its weight loss drugs, including trials for knee and back pain, which could potentially address a large patient population in the US [9][10]. - There is ongoing research into the broader health benefits of these medications, including their effects on inflammation and other health conditions, which could open new avenues for growth [11][12].