Eli Lilly posted Q1 2026 results beating estimates, with Mounjaro and Zepbound sales driving a $2 billion revenue guidance increase to $82‑$85 billion.
U.S. incretin market share rose to 60.1% for Lilly versus Novo’s 39.4%, while the overall market grew about 30%.
Outside the U.S., incretin markets expanded 77% YoY, with Lilly holding 53.2% share and achieving ~60% share in Brazil and Korea.
Lilly’s oral GLP‑1 Foundayo reached ~20,000 patients, retail from April 9, with 35% early volume via telehealth and 45% via Lilly Direct.