Eli Lilly & Co. (LLY.N): Mounjaro+Zepbound+Foundayo Script Tracker

Zepbound TRx/NRx scripts for the week ending 10/30/26 were ~855,200/474,200 (vs. ~839,100/467,800 last week) per IQVIA data. Foundayo TRx/NRx scripts were ~65,000/~46,900 (vs. ~63,100/47,700 last week). We see ~1% upside potential to 2027 M+Z+F ests. We are monitoring the launches of LLY's Mounjaro (injectable GLP-GIP) for type 2 diabetes, Zepbound (injectable GLP-GIP) for obesity, and Foundayo (oral GLP), given these are the company's key product cycles. Total LLY GLP-1 franchise (Mounjaro+Trulicity+Zepbound+Foundayo) weekly NRx market share was ~63% (vs. ~63% last week). Mounjaro+Zepbound+Foundayo TRx for the current week are ~1,795,600 vs. ~1,780,100 the prior week (+0.9% w/w); including Trulicity, TRx are 1,907,600 vs. ~1,892,900 (+0.8% w/w). The Medicare GLP-1 bridge program for obesity medications launched on 7/1/2026; Kwikpen and Foundayo scripts are 279,800/65,000 for the current week vs. 271,600/63,100 (+3.0%/+3.1% w/w). LLY noted 500k+ patients are accessing LLY obesity medic