Lilly Preparing For Increasing Mounjaro Demand On Top Of Solid Launch

The pharma is increasing its manufacturing capacity for tirzepatide, mindful of its potential in a second indication of obesity and the supply issues faced by competitor Novo Nordisk.

Eli Lilly logo sign atop Lilly Biotechnology Center campus of an American pharmaceutical company Eli Lilly and Company
Tirzepatide may soon compete with semaglutide in two major indications • Source: Shutterstock

Launch metrics for Eli Lilly and Company’s GIP/GLP-1 analog Mounjaro (tirzepatide) in type 2 diabetes are exceeding expectations to this point, and the pharma reported during its 1 November earnings call that commercial coverage in the US increased significantly during the third quarter. Perhaps mindful of the supply issues faced by competitor Novo Nordisk A/S with Ozempic/Wegovy (semaglutide), Lilly is trying to prepare for high demand for the product in two major indications ahead of the planned submission for obesity in 2023.

The GIP/GLP-1 analog launched during the second quarter and brought in $187.3m during Q3, comprised of $97.3m in domestic sales and $90m in revenue sharing from Japanese commercialization partner Mitsubishi Tanabe Pharma Corporation. (Also see "Lilly’s Mounjaro Diabetes Approval Is First Challenge To Novo’s GLP-1 Franchise" - Scrip, 13 May, 2022

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