Eli Lilly’s oral GLP-1 obesity drug Foundayo (orforglipron) won FDA approval, but the initial stock reaction faded as analysts debated how fast prescriptions can build. The report said Lilly shares rose 4% on approval day before reversing into a 2% loss afterward, with attention turning to launch pace and pricing competitiveness. The comparison set is Novo Nordisk’s oral Wegovy (semaglutide), which received FDA approval in December and has seen prescriptions ramp—reported as 577,000 prescriptions and 52,000 fills during the week ending March 20. Lilly plans to make Foundayo available via its LillyDirect direct-to-consumer model starting Monday, with monthly pricing that varies by dose. Analysts also highlighted manufacturing economics, with a research note pointing to the tablet formulation as potentially less expensive to produce than capsule-based approaches used during trials. Still, investor uncertainty centered on reimbursement dynamics, price pressure, and how quickly Lilly can convert demand into sales.