The results come as Eli Lilly works to maintain its edge over Novo Nordisk in the booming market for a class of obesity and diabetes drugs called GLP-1s.

U.S. sales of Lilly’s weight-loss treatment Zepbound nearly tripled, to $3.57 billion, in the third quarter. Meanwhile, revenue from the diabetes drug Mounjaro, which has been on the market longer, has doubled, to $6.52 billion, thanks to growth outside the U.S.

Eli Lilly said on Thursday its experimental weight-loss pill met most criteria for the U.S. Food and Drug Administration's new national priority voucher, suggesting it is a strong candidate for a significantly accelerated approval review.

Worth noting, CVS Caremark—the biggest PBM in the U.S.— announced in May that it would make Novo Nordisk’s rival drug Wegovy (semaglutide) the preferred obesity GLP-1 on its formulary. The move was expected to boost access to Wegovy in The States—albeit likely at the expense of that for Lilly’s Zepbound.

Wegovy Zepbound cost-effectiveness report finds both drugs remain valuable at higher prices despite affordability concerns, per ICER analysis.

The deal, which enables patients to pick up orders placed through Lilly’s online channel at Walmart pharmacies, is the latest move by the company to expand its direct-to-consumer services.

By Mrinalika Roy and Bhanvi Satija (Reuters) -As obesity drug heavyweights Eli Lilly and Novo Nordisk gear up to release results for the third quarter, investors are looking elsewhere: high-stakes price talks with U.

Eli Lilly and Company LLY will report its third-quarter 2025 earnings on Oct. 30, before market open. The Zacks Consensus Estimate for sales and earnings is pegged at $16.01 billion and $6.02 per share,