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Lilly Mounjaro, Zepbound Supply Issues Persist Amid Strong Growth

 
• By Joseph Haas

Mounjaro revenue declined versus Q4 2023, Lilly reported, though grew 218% year-over-year. The pharma pledged significant ramp-up of manufacturing this year.

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Lilly outlined plans to ramp up manufacturing of tirzepatide

Performance of dual GLP-1/GIP agonist tirzepatide dominated Eli Lilly and Company’s Q1 sales and earnings call on 30 April, with the pharma reporting healthy annualized growth of Mounjaro in type 2 diabetes and a strong launch for Zepbound in obesity, but the emerging story was Lilly’s ongoing effort to increase manufacturing supply. Alongside brisk sales and payer concerns, matching supply to demand has been a key story for both Lilly and direct competitor Novo Nordisk A/S in the metabolic therapy arena.

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