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Eli Lilly announced that its experimental weight-loss pill, orforglipron, meets most of the criteria for the U.S. Food and Drug Administration’s (FDA) new national priority voucher, positioning it for potentially accelerated approval. The pharmaceutical giant plans to submit its application this quarter, with the FDA set to determine the review timeline. Under the new program, qualifying drugs can receive review periods as short as one to two months, compared to the usual ten to twelve.
The criteria for the voucher program include innovation, addressing unmet medical needs, and supporting U.S. manufacturing—three areas in which Lilly claims strong alignment. The GLP-1 pill demonstrated significant effectiveness in late-stage trials, helping patients lose 12.4% of body weight, and Lilly has invested heavily in domestic production facilities to meet future demand.
The FDA recently announced the first nine recipients of this voucher, including Merck KGaA, Sanofi, and Regeneron, signaling heightened competition in the accelerated drug review space.
Alongside regulatory progress, Lilly reported a major earnings beat, driven by surging international demand for its blockbuster weight-loss and diabetes drugs, Mounjaro and Zepbound. Third-quarter earnings reached $7.02 per share, well above analyst expectations of $5.69. Sales of Mounjaro totaled $6.5 billion, while Zepbound brought in $3.6 billion, both surpassing projections.
Lilly raised its full-year profit outlook to between $23.00 and $23.70 per share, up from previous guidance. The company now expects annual revenue between $63 billion and $63.5 billion. Analysts credit strong overseas demand and consistent consumer interest in weight-loss therapies for Lilly’s sustained growth, solidifying its leadership position against rival Novo Nordisk. As the global market for obesity drugs accelerates toward an estimated $150 billion by decade’s end, Eli Lilly continues to dominate the sector with robust innovation and expanding market share.
