$LLY

UK MHRA approved Eli Lilly’s once-daily oral GLP-1 orforglipron (Foundayo) on 10 Aug 2026 for weight loss and weight maintenance in adults meeting BMI criteria. Bristol Myers Squibb plans a US$2.3bn Houston manufacturing campus within a US$40bn US investment. Novo Nordisk hired Omnicom for US media, ending WPP, and partnered with AWS on AI drug discovery. P&G is expanding Health Care after its US$3.8bn Thorne acquisition.

Eli Lilly filed its first U.S. patent lawsuits over generic versions of Mounjaro and Zepbound, suing 14 companies in the District of Delaware, according to the complaints. The case concerns GLP-1 related patent enforcement and could affect how generics are marketed and labeled.

Eli Lilly sued six entities it alleges sell black market retatrutide, an investigational weight-loss GLP-1 in late-phase trials. Lilly says sellers market it as “research-use only” but intend human use, and that the drug is not approved anywhere. Lilly expects FDA submission by year end and says it referred 200+ parties to regulators and law enforcement.

Eli Lilly said it filed lawsuits against six companies, alleging they sell counterfeit, unapproved retatrutide, which is not FDA approved. Lilly plans to submit a biologics license application for retatrutide in Q1 2027. The company cited phase 3 results and said it has reported 200+ individuals and 14,000+ listings to regulators. The FDA also warned about illegal incretin-based drugs.

Fierce Pharma’s Oral GLP-1 Tracker cites IQVIA data and Citi/Jefferies notes on Novo Nordisk’s oral Wegovy pill and Eli Lilly’s oral Foundayo. Wegovy pill oral semaglutide share slipped to 33% from 35%, with ~163K scripts. Total Wegovy scripts fell to ~495.5K. Foundayo scripts rose to 38,928 and Q2 sales were $98M ($67M U.S.).

The UK Medicines and Healthcare products Regulatory Agency approved Eli Lilly’s oral weight-loss drug orforglipron (Foundayo) for weight management and type 2 diabetes, making it Europe’s first such approval, according to the regulator. The article notes Foundayo is a pill, while Novo Nordisk’s Wegovy is also a pill in the UK and has food restrictions. It cites IQVIA obesity-medicine market growth to $92B in 2026.

Eli Lilly said it filed six new lawsuits on Aug. 12, 2026 against U.S. clinics and sellers marketing black-market retatrutide, an obesity drug still in Phase 3 and not approved anywhere for human use. Lilly claims it has referred 200+ parties and flagged 14,000+ listings. FDA says sales are illegal and poison-center data cited show rising exposures.

Eli Lilly said its GLP-1 weight loss and diabetes medicine Mounjaro should be listed on Australia’s PBS at “a fair price,” while the health minister indicated talks with companies will continue. The article says negotiations were not close enough to bridge differences on pricing for Mounjaro listing.

Eli Lilly (LLY) reported Q2 results driven by GLP-1 drugs Mounjaro and Zepbound. The company said about half of prescriptions are cash-paid, and average realized prices fell 13% YoY while volume rose 60%. Revenue increased 48% to $23B and adjusted EPS rose 33% to $8.38. Management expects volume growth to offset price declines.

Novo Nordisk CEO Mike Doustdar defended the company’s lawsuit against Eli Lilly over obesity-drug advertising. The dispute cites a head-to-head trial where Zepbound (10 mg/15 mg) patients lost 20.2% body weight vs Wegovy 13.7% over 72 weeks. Novo argues older Wegovy dosing was used and cites FDA approval of higher Wegovy dose on Mar 19, 2026. Lilly said it backs its ads; Zepbound Q2 U.S. revenue rose 44% to $4.9B.