Eli Lilly launched Foundayo, its long-anticipated oral obesity medicine, after receiving FDA approval last week and began offering the lowest dose at $149 per month for self-pay customers. The company framed the pill as a practical alternative to oral semaglutide regimens that require specific morning fasting conditions. The launch follows Novo Nordisk’s clearance for an oral version of Wegovy and comes as both companies anticipate demand acceleration tied to Medicare coverage expansion for GLP-1s on July 1. Lilly also said co-pays may drop as low as $25 with a savings card and that Medicare pricing is expected to align with the companies’ government deal structure. Analysts and patient-access stakeholders are likely to watch whether oral formulations expand the overall GLP-1 market or simply redistribute share away from injectable therapies—especially as payer design, adherence patterns, and dosing convenience diverge between products.