Bloomberg Intelligence Lilly Falls as Weight-Loss Pill Data Overshadows Sales Beat
7 snips
Aug 7, 2025 
Damian Garde, a Bloomberg News health reporter, dives into Eli Lilly's recent struggles as its new weight-loss pill disappoints, overshadowing a surge in its current obesity medication sales. He discusses the competitive landscape of weight-loss drugs and highlights the challenges of drug development. The conversation also touches on the broader impact on healthcare investments and the interplay between innovative treatments and market trends. Garde's insights paint a vivid picture of the fast-evolving pharmaceutical industry.
AI Snips
Chapters
Transcript
Episode notes
Lilly's Weight-Loss Pill Challenges
- Lilly's new oral weight-loss pill met its goals but showed less weight loss than expected, around 11% versus 14-15%.
- Side effects were comparable to injectables, hurting optimism about its market potential despite promising FDA approval.
Future of Obesity Medicines
- The obesity drug market is expected to diversify with combination therapies and cheaper oral options.
- A broad armamentarium of medicines will allow tailored treatments ranging from high-weight loss injectables to maintenance oral pills.
Lilly's Strong Cardiometabolic Revenue
- Cardiometabolic health products form 65% of Lilly's total revenue, excluding the new oral pill.
- Strong performance from existing obesity and diabetes drugs boosted Lilly's profit and sales outlook despite the new pill's trial setback.