With US sales starting in early April, Foundayo will not appear in Thursday's first-quarter results, while early prescription data has trailed Novo Nordisk's oral Wegovy, launched in January.
Investors want CEO Dave Ricks to explain the rollout as Lilly shares are down 19% this year, even as analysts expect revenue to rise 26% on strong international diabetes and obesity drug demand.
Pricing and reimbursement remain concerns: Indian competition has intensified with cheaper Wegovy copies, Canada approved a generic Ozempic, and a delayed US Medicare obesity-drug pilot clouds federal coverage.
As cheap generics flood global markets, can brand-name weight-loss drugs sustain their high U.S. prices?
Can Lilly's convenient, easier-to-make pill overtake Novo Nordisk's lead in the oral weight-loss market?