Lilly’s Blockbuster GLP-1 Drugs Removed from FDA Shortage List

Resolution of Shortage:
All doses of Eli Lilly's blockbuster weight-loss and diabetes treatment tirzepatide, sold as Mounjaro and Zepbound, are no longer in shortage according to the FDA's drug shortage database.

Supply Update:
The FDA tracker indicates that both Mounjaro and Zepbound are now available in all doses, aligning with Lilly CEO David Ricks' forecast that the tirzepatide shortage would end "very soon".

Manufacturing Investments:
Lilly has made significant investments in manufacturing to meet the growing demand for tirzepatide, including a $2.5 billion commitment for a new facility in Germany and a $5.3 billion investment in Indiana.

Market Impact:
The resolution of the shortage is seen as a positive development for Lilly and could potentially give the company a competitive advantage in the weight-loss market, especially as Novo Nordisk's Wegovy and Ozempic continue to face supply issues.

Future Developments:
Lilly is also exploring oral drug options, such as orforglipron, to address the high demand for weight-loss treatments, which could further strengthen its market position.