It's still unclear if all patients, particularly those with insurance coverage, will see more cost savings from using that site to buy their medicines.
The split in outlook underscores Lilly's strong position in the obesity market, underpinned by more effective drugs and its direct-to-consumer sales strategy.
The data on Pfizer's GLP-1 offer early evidence that the injection can be administered less frequently than existing drugs without sacrificing efficacy.
Merck posted a modest 2026 outlook that fell short of estimates, as it prepares for some drugs to go off patent later this year and face generic competition.