Eli Lilly CEO says 700,000 new seniors have started GLP-1s after Medicare coverage, and 70% are on Lilly drugs
Why now
Thesis: Medicare coverage boosts Lilly GLP-1 volume and share
Catalyst to watch: Prescription trends and coverage expansion
Main risk: Competitor share gains or pricing pressure
Why it matters
Medicare coverage expanding GLP-1 access boosts volume for Lilly, with 70% share captured.
Details
They're the latest metrics on how much the new Medicare coverage is expanding access to GLP-1 medicines since it launched in July.
Sources
- cnbc · 2026-09-21 18:28 UTC