GLP-1 Tracker: Keeping an eye out on NBRx as DTC ads and Medicare start to switch on (W/E June 26th)

研报英文原文证据摘录

GLP-1 Tracker: Keeping an eye out on NBRx as DTC ads and Medicare start to switch on (W/E June 26th)

6 July 2026

US Biopharmaceuticals

GLP-1 Tracker: Keeping an eye out on NBRx as DTC ads and

Medicare start to switch on (W/E June 26th)

This week's scripts were mostly stable, with total scripts up +0.51% WoW, or +13k in Courtney Breen

+1 917 344 8407 absolute terms. Foundayo TRx declined sequentially week on week along with Wegovy Pill;

courtney.breen@bernsteinsg.com specifically, Foundayo saw 19,831 TRx in week 12, -762 WoW and -3.7% sequentially.

Wegovy Pill saw 149k TRx this week, down -2.5k sequentially, or ~-1.6%. Per LLY IR, IQVIA

Woody Polglase capture rates for the Foundayo weekly data have improved, and sat at around ~90% in Q2

+1 917 344 8314

woody.polglase@bernsteinsg.com (however they do fluctuate week to week). The equivalent rate for Zepbound is >90%.

On NBRx, Lilly’s share was 53.5%, down from 54.4% last week. As a reminder - direct to

Louisa Qiu consumer advertising for Foundayo is still in its early innings, and we expect to see script

+1 917 344 8495 inflection as customer/patient awareness increases over the months once full-blown

louisa.qiu@bernsteinsg.com

advertising in play. Finally, reimbursement of GLP-1s for obesity in Medicare began last week

(1st Jul) through the GLP-1 BRIDGE program. We will be monitoring channel-level scriptsSpecialist Sales

(TRx/NBRx) in the coming weeks to assess the impact.

Christian Moore

+1 917 344 8555 Total scripts: Total weekly scripts were 2.60M, up vs last week (+0.51%, or +13k in christian.moore@bernsteinsg.com

absolute terms). The 4-week YoY growth for sema+tirz was 33.4%, down from 35.1% last

week. The company market share split on a TRx basis is now 60.6% Lilly (26.9% Zepbound,