Eli Lilly CEO Says One-Third of New GLP-1 Pill Users Choose Foundayo

Eli Lilly's chief executive told CNBC that approximately one-third of patients newly starting a GLP-1 oral medication are choosing the company's pill Foundayo, signaling meaningful early traction for the drugmaker in a competitive and fast-growing market segment.

The disclosure comes as Eli Lilly works to close the gap with Danish rival Novo Nordisk, which entered the GLP-1 pill space ahead of the American drugmaker and has had more time to build patient and prescriber familiarity with its oral obesity and diabetes treatments.

To meet what executives expect will be rising demand, Eli Lilly said it is actively ramping up production capacity for Foundayo. Supply constraints have been a persistent challenge across the broader GLP-1 category, and manufacturers face pressure to ensure availability as patient interest continues to grow.

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The GLP-1 drug class, originally developed for type 2 diabetes management, has seen surging interest driven largely by its weight-loss applications. The oral pill format is seen as potentially more accessible and convenient than injectable alternatives, broadening the pool of patients who may be willing to start therapy.

Analysts are watching closely how quickly Eli Lilly can scale and whether it can convert early Foundayo adoption into sustained market share against Novo Nordisk's established oral offering. The competitive dynamics in this segment are expected to intensify as both companies expand their pipelines and production footprints.

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