Eli Lilly to report Q1 earnings as it advances new obesity drug eloralintide

11 articles · Updated · Barron's · Apr 27

Lilly’s Q1 earnings come amid early April launch of Foundayo and anticipation for eloralintide, a novel amylin candidate positioned against Novo Nordisk’s oral Wegovy, which reached 124,608 prescriptions in its 15th week.
Analysts expect eloralintide, especially when paired with tirzepatide, to offer superior weight loss and tolerability, with Phase 3 trials likely later this year. Medicare’s new pilot program will cap GLP-1 drug costs at $50 monthly starting July.
Lilly faces challenges from Novo’s established market presence, price cuts in China, and U.S. pricing pressures, but expanding Medicare coverage and new drug combinations could boost its competitive position and share price.

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