Tirzepatide (Mounjaro) remains king according to GLP1+ pharmacy claims data
Earnest Analytics partnered with the BMO Capital Markets’ BioPharma team to add insight into GLP1 therapeutic usage.
Contact Sales for more.
Though our analysis of patient persistence and switches suggest a differentiated profile for Lilly’s tirzepatide (marketed as Mounjaro for weight loss by Eli Lilly), patient switches to inferior substitutes like dulaglutide and liraglutide continue to underscore that this will be a supply driven market for the foreseeable future with every dose of semaglutide and tirzepatide spoken for. Lilly and Novo are building out manufacturing moats while they continue to progress their pipelines of next generation combination therapies. Lilly and Novo’s growing manufacturing capacities are evident in the improvements we saw in obese patient persistence and reduced switches to inferior substitutes over time.
These major players also continue to work to grow access for patients struggling with obesity. Building a moat of secondary outcomes studies to help improve insurance coverage for patients. Disparities in access highlighted in the higher proportion of obese patients seeking prescriptions from telehealth services. Heading into earnings the conversation continues to center on how much Lilly and Novo are able to supply patients with the data we have analyzed here, suggesting that we are slowly starting to see Lilly and Novo’s expanded capacity make a difference in the way of patient persistence… download report to continue reading.
Download GLP1+Patient Data Analyses