Eli Lilly & Co.: Mounjaro+Zepbound Script Tracker

研报英文原文证据摘录

Eli Lilly & Co.: Mounjaro+Zepbound Script Tracker

Update

June 22, 2026 01:11 AM GMT

Morgan Stanley & Co. LLCMEli Lilly & Co. | North America Terence C Flynn, Ph.D.

Equity Analyst

Mounjaro+Zepbound Script Terence.Flynn@morganstanley.comAlexander Yevdokimov, Ph.D. +1 212 761-2230

Research Associate

Alexander.Yevdokimov@morganstanley.com +1 212 761-2167

Tracker Chris Yu, J.D., Ph.D.

Chris.L.Yu@morganstanley.com +1 212 761-2535

Mounjaro TRx/NRx scripts for the week ending 6/12/26 were Connor M Massari

~804,500/384,600 (vs. ~830,700/397,100 last week) per IQVIA Equity Analyst

Connor.Massari@morganstanley.com +1 212 761-2417

data. Zepbound TRx/NRx scripts were ~649,800/353,400 (vs. Hailey Horowitz

~667,400/364,000 last week). We see ~7% upside to '26 M+Z ResearchHailey.Horowitz@morganstanley.comAssociate +1 212 761-5264

ests. Damien H Kerner

We are monitoring the launches of LLY's Mounjaro (injectable GLP-GIP) for type Damien.H.Kerner@morganstanley.com +1 212 761-3829

2 diabetes (T2D), and Zepbound (injectable GLP-GIP) for obesity, and Foundayo Morgan Stanley India Company Private Limited+

Saket Agarwal

(oral GLP) given these are the company's key product cycles. Total GLP-1 TRx

(LLY+Novo) grew ~29% yoy (see Exhibit 15 within). We are focused on oral GLP-1 Saket.Agarwal@morganstanley.com +91 22 6995-4012

impact on overall growth of the injectable GLP-1 category (see Exhibit 5 and

Eli Lilly & Co. (LLY.N, LLY UN)

Exhibit 12 within) and share dynamics ( Exhibit 17 ). Total LLY GLP-1 franchise

Major Pharmaceuticals | United States of America

(Mounjaro+Trulicity+Zepbound+Foundayo) weekly NRx market share was ~59% (vs.

Stock Rating Overweight

~59% last week) - see Exhibit 28 within. Industry View In-Line

Price target $1,344.00