Eli Lilly LLY is a dominant player in the cardiometabolic market, backed by a strong and expanding GLP-1 portfolio. Its GLP-1 lineup includes Mounjaro and Zepbound (tirzepatide injections) for type II diabetes (T2D) and obesity, respectively, and the newly approved oral obesity therapy, Foundayo (orforglipron). Lilly's growth has been primarily fueled by the blockbuster success of Mounjaro and Zepbound, whose strong demand has made them the company's primary revenue drivers. In the first half of 2026, the two drugs generated $27.7 billion in combined sales, up approximately 88% year over year and accounting for about 65% of Lilly's total revenues. Investors will closely monitor their performance when LLY reports third-quarter results on Oct.
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