Here's How Much Eli Lilly's Weight-Loss Drugs Are Worth to Investors

Eli Lilly's weight-loss and diabetes drugs Mounjaro and Zepbound generated $12.8 billion in Q1 2026 revenue, representing nearly two-thirds of the company's total revenue. Mounjaro showed accelerating growth at 125% year-over-year, while the company raised its 2026 guidance to $82-85 billion. The FDA approval of Foundayo, a once-daily GLP-1 pill, expands the franchise's market reach. However, the company's valuation heavily depends on this single drug family, presenting both significant opportunity and concentration risk.