Lilly's GLP-1 pill hits UK pharmacies as US battle with Novo intensifies

The FDA cleared Roche’s Elecsys pTau217 blood test, developed with Eli Lilly, for Alzheimer’s disease assessment. The test uses a single biomarker to evaluate amyloid pathology in adults 55 and older, potentially reducing the need for costly PET scans or invasive lumbar punctures. It runs on Roche’s existing cobas immunoassay instruments, enabling rapid scaling. The test aims to streamline diagnosis and treatment pathways, benefiting both primary and specialty care settings.

Eli Lilly (LLY) sued six companies for selling unapproved versions of its experimental obesity drug, retatrutide, which is still in trials. The company referred over 200 entities to regulators. Novo Nordisk (NVO) avoids similar legal issues, maintaining a cleaner narrative around its approved drugs. Lilly plans to submit retatrutide for US approval in Q1 2027, aiming to control the market for a drug not yet approved anywhere.

Eli Lilly launched its oral weight-loss drug, Foundayo, in the UK, the first European country to offer it. The pill, also known as orforglipron, is available via private prescription and is designed for weight management and blood sugar control in type 2 diabetes patients. Priced between £100 and £120 per month, it is cheaper than Lilly's injectable Mounjaro. Common side effects include nausea, constipation, and headache.

Eli Lilly (LLY) reported a 49.7% operating margin in Q2 2026, up from a historical 25.8%, driven by volume growth of 48% YoY, particularly from Mounjaro and Zepbound. Management raised full-year revenue guidance to $85B-$87B and adjusted margin guidance to 49%-50.5%. The company is trading price for volume, expecting further U.S. price declines but anticipating volume growth to offset this.

Roche and Eli Lilly's Alzheimer's blood test, Elecsys pTau217, received FDA clearance for identifying Alzheimer's-related brain changes in adults aged 55+. The test can be run on Roche's existing analyzers and may be offered by Labcorp and Quest Diagnostics. Roche did not disclose pricing. The test is not a standalone diagnostic tool.

FDA cleared a new Alzheimer's blood test from Roche and Eli Lilly for patients over 55. This follows last year's approval of a similar test by Fujirebio. The test helps identify Alzheimer's symptoms by detecting amyloid plaques in plasma.