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Employer coverage for GLP-1 weight-loss drugs drops but Eli Lilly's sales keep soaring.

Market News
28 Aug 2026
24/7 Wall Street
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Employer insurance coverage for GLP-1 weight-loss drugs in the U.S. fell from 72% in 2025 to 60% in 2026, signaling cost concerns among employers. Despite this, Eli Lilly's revenue surged 47.7% in Q2 2026, driven by strong sales of Zepbound and Mounjaro. The decline in coverage reflects employers' short-term budget constraints rather than doubts about drug efficacy, pushing more patients to pay out-of-pocket or use direct-to-consumer channels. This shift compresses prices but sustains volume growth, indicating a changing market dynamic rather than a stall in demand.

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