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Mounjaro hit $8.7B (+125%). Zepbound hit $4.1B (+79%). Combined GLP-1 revenue: $12.8B. Revenue beat estimates by more than $2B. But Foundayo logged just 3,707 scripts in Week 2 versus analyst expectations of 8,000. Lilly says it's early.
The Italian pharma bets big on Ekterly for hereditary angioedema. AstraZeneca beat Q1 estimates and doubled down on its 2030 revenue target. AbbVie entered the KRAS race. And Lilly reports before the bell this morning.
AstraZeneca and Amgen are already piloting real-time data sharing with the FDA. Novartis missed on Q1 as Entresto fell 42%. Lilly partnered with Profluent on AI gene editing for $2.25B. And Lilly reports tomorrow.
Ajax Therapeutics brings a first-in-class blood cancer drug to Lilly's expanding oncology pipeline. Meanwhile, Regeneron became the last of 17 pharma companies to sign an MFN deal. All 17 are now in. Lilly reports earnings tomorrow.
India's largest drugmaker takes over the Merck spinoff in one of the biggest pharma deals of 2026. The FDA issued its first psychedelic CNPVs. Daiichi Sankyo delayed earnings to model tariff exposure. And Lilly reports on Wednesday.
ACHIEVE-4 is the data Lilly needed. CV safety confirmed, A1C and weight superiority over insulin, and an all-cause mortality signal that could reshape the label. Plus: the week in review and a big earnings week ahead.
