Eli Lilly expanded distribution for its GLP‑1 tirzepatide obesity drug Zepbound by enabling retail pharmacy pick-up at Walmart through its LillyDirect platform, broadening access beyond home delivery. The operational change complements the product’s market momentum: tirzepatide (Mounjaro/Zepbound) surpassed $10 billion in quarterly sales, prompting Lilly to raise its revenue guidance. The Walmart partnership signals a shift toward hybrid drug delivery models for high-demand therapeutics, balancing convenience and adherence while reaching cash-pay and insured patients. Lilly’s sales performance confirms the commercial strength of tirzepatide and intensifies competition in obesity and metabolic therapies. These commercial developments will influence payer negotiations, distribution strategies across peers, and the competitive positioning of next-generation obesity assets entering late-stage trials.
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