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Peptide.Wire

The daily wire on therapeutic peptides. Regulatory, research, compounding and the incretin race, condensed.

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Lilly's Mounjaro and Zepbound post $11.7 billion quarter as Novo sales fall

Novo's fourth-quarter revenue declined 7.6% year over year with US operations down 15%, while its Wegovy pill reached roughly 50,000 weekly prescriptions.

TR
By Tom Reyes · Markets Editor
Apr 10 03:00 ETSource: 24/7 Wall St.

The wire

  1. 01Lilly reported $19.29 billion in fourth-quarter revenue, up 42.6%, with Mounjaro at $7.41 billion and Zepbound at $4.26 billion; Novo revenue fell 7.6% and it cut about 9,000 jobs in 2025.
  2. 02Novo's oral Wegovy launched in January 2026 across more than 70,000 pharmacies at a $149 monthly starter dose, while Lilly's orforglipron is submitted in the US, Japan and the EU.
  3. 03Watch whether orforglipron clears the FDA by mid-2026 and whether Medicare opens obesity coverage; the piece is an outlet's competitive analysis, not new clinical data.

From the source

Eli Lilly vs. Novo Nordisk: The Obesity Drug Race Has a New Leader

Eli Lilly and Company ( NYSE:LLY | LLY Price Prediction ) and Novo Nordisk A/S ( NYSE:NVO ) reported quarterly results in early February, and the gap between them has widened significantly. Lilly’s tirzepatide franchise is accelerating. Novo is cutting jobs, warning of a sales decline, and leaning on a newly launched pill to stabilize its position.

Read at 247wallst.com