Are Direct-to-Consumer Channels Reinforcing Eli Lilly’s (LLY) Competitive Edge in the Obesity Market?

• Mangoceuticals, Inc. recently announced the launch of MangoRx Direct and PeachesRx Direct programs, offering direct access to Eli Lilly's Zepbound and Novo Nordisk's Wegovy through telehealth consultations and partnerships with LillyDirect and NovoCare pharmacies.
• This move coincides with new U.S. government agreements to expand access and lower the cost of GLP-1 obesity medications, aiming to address high obesity rates and healthcare costs in the country.
• We'll explore how expanded access to obesity treatments alongside Medicare pricing reforms may influence Eli Lilly's investment narrative and future growth prospects.

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Eli Lilly Investment Narrative Recap

Owning Eli Lilly stock means believing in the ongoing global demand for obesity and diabetes treatments, along with the company’s strength in expanding access and broadening its therapeutic reach. The recent launch of telehealth programs via MangoRx and PeachesRx Direct, plus lower U.S. government pricing agreements for GLP-1 medications, could accelerate prescription growth for Zepbound and support the key near-term catalyst: sustained volume expansion. However, these changes do not materially alter the main risk, rising pricing pressure and tighter profit margins due to increased policy scrutiny.

Among Eli Lilly’s latest alliances, the November 2025 partnership with Walmart to expand access to Zepbound connects directly with the current push for broader patient reach in obesity care. By leveraging Walmart’s scale and distribution, Eli Lilly continues to emphasize digital and retail pharmacy access as it pursues volume growth, a critical factor as pricing headwinds intensify and competition in the obesity market heats up.

By contrast, investors should also be mindful of the mounting risk of further regulatory price controls, which could...

Read the full narrative on Eli Lilly (it's free!)

Eli Lilly's outlook anticipates $89.1 billion in revenue and $34.2 billion in earnings by 2028. This projection depends on 18.7% annual revenue growth and a $20.4 billion increase in earnings from the current $13.8 billion.

Uncover how Eli Lilly's forecasts yield a $1003 fair value, in line with its current price.

Exploring Other Perspectives

The Simply Wall St Community’s 30 fair value estimates for Eli Lilly stock range from US$650 up to US$1,189.18 per share. While many users see compelling upside, increased government pricing pressure remains an ongoing challenge that could have broad consequences for future profitability.

Explore 30 other fair value estimates on Eli Lilly - why the stock might be worth 36% less than the current price!

Build Your Own Eli Lilly Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Eli Lilly research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Eli Lilly research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Eli Lilly's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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