LLY: Sharpening the pencil on Foundayo FY estimates & GLP-1 Tracker

研报英文原文证据摘录

LLY: Sharpening the pencil on Foundayo FY estimates & GLP-1 Tracker

26 June 2026

US Biopharmaceuticals

LLY: Sharpening the pencil on Foundayo FY estimates & GLP-1

Tracker

This week's scripts were mostly stable, with total scripts down -0.27% WoW, or -7k in Courtney Breen

+1 917 344 8407 absolute terms. Despite recent volatility, Zepbound's market share remained broadly

courtney.breen@bernsteinsg.com stable at 26.8% (+0.42 pp WoW), while Foundayo TRx declined sequentially (most likely

the Juneteenth Federal Holiday) along with Wegovy Pill. Foundayo saw 20,593 TRx in

Woody Polglase week 11, -1,055 WoW and -4.9% sequentially. Per LLY IR earlier this week, IQVIA capture

+1 917 344 8314

woody.polglase@bernsteinsg.com rates for the Foundayo weekly data has improved, and now sits at around ~90% in the

quarter to date (however they do fluctuate week to week). The equivalent for Zepbound

Louisa Qiu is >90%. Wegovy Pill saw 152k TRx this week, down -9.6k sequentially, or ~-5.9%. We

+1 917 344 8495 reported NBRx data earlier this week, and this data hasn’t been updated since (released on

louisa.qiu@bernsteinsg.com

Monday’s), but the graphs are still presented below. Lilly's incretin NBRx share was 53.0%,

up from 52.0% last week. We also include daily IQVIA prescription data in this note too,Specialist Sales

please see enclosed. As a reminder - direct to consumer advertising is still early, not yet in

Christian Moore full flight, expect to see script inflection as customer/patient awareness increases over the

+1 917 344 8555 months once full surround-sound advertising in play. christian.moore@bernsteinsg.com

We also take the opportunity in this note to sharpen our pencils on Foundayo Q2 and FY

revenue estimates, now that we’ve had eleven weeks of script data & some commentary