Eli Lilly Earnings Call Recap: NEW GLP-1 GIP Peptide Announced!
Update: 2025-10-30
Description
Eli Lilly just dropped their Q3 2025 earnings, and it’s clear the GLP-1 era has entered a new phase.
Lilly now controls 6 out of 10 GLP-1 prescriptions in the U.S., driven by massive demand for Zepbound, Mounjaro, and soon Orforglipron, the first oral GLP-1 pill for obesity that could hit the market as early as 2026.
In this episode of On The Pen, we break down the key takeaways from Lilly’s call:
• Zepbound’s meteoric growth and how 40% of new prescriptions now flow through Lilly Direct
• Orforglipron’s global submissions for obesity and type 2 diabetes with a possible priority FDA review that could mean approval in as little as 1 to 2 months
• Retatrutide’s next trials for obesity and osteoarthritis pain
• What Dave Ricks really meant when he said a $100 GLP-1 pill would “stifle innovation”
• The growing tension between innovation and affordability in obesity medicine
This isn’t just a numbers story. It’s about access, cost, and the fight for who gets to afford staying healthy.
Lilly now controls 6 out of 10 GLP-1 prescriptions in the U.S., driven by massive demand for Zepbound, Mounjaro, and soon Orforglipron, the first oral GLP-1 pill for obesity that could hit the market as early as 2026.
In this episode of On The Pen, we break down the key takeaways from Lilly’s call:
• Zepbound’s meteoric growth and how 40% of new prescriptions now flow through Lilly Direct
• Orforglipron’s global submissions for obesity and type 2 diabetes with a possible priority FDA review that could mean approval in as little as 1 to 2 months
• Retatrutide’s next trials for obesity and osteoarthritis pain
• What Dave Ricks really meant when he said a $100 GLP-1 pill would “stifle innovation”
• The growing tension between innovation and affordability in obesity medicine
This isn’t just a numbers story. It’s about access, cost, and the fight for who gets to afford staying healthy.
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