Mounjaro GLP1 leader in 2024

Mounjaro leads GLP1 competitors

As supply constraints ease, Mounjaro is emerging as the GLP1 leader. 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.

GLP1 patience access growing through telehealth services

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.

Note

Earnest Analytics collaborated with the BMO Capital Markets Biopharma team to conduct an in-depth study on the impact of GLP-1 (glucagon-like peptide-1) medications across various healthcare outcomes. The research utilized specialty pharmacy claims data from the Earnest Phoenix dataset. The dataset provided a comprehensive view of treatment patterns and patient outcomes. By analyzing this data, the team aimed to uncover insights into how GLP-1 therapies affect factors such as medication adherence, hospitalizations, and overall healthcare costs. Findings include that Mounjaro is emerging as the GLP1 leader.