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Additional Reading from MarketBeat
From Zepbound to Foundayo: Lilly's Latest Results Support Oral GLP-1 OutlookReported by Leo Miller. Published: 5/20/2026. 
Key Points
- Eli Lilly saw a huge gain after its recent earnings report, but the wins didn't stop there
- Lilly also recently got a boost after releasing strong results for its oral GLP-1, Foundayo
- The data provides evidence that Foundayo is effective in helping keep lost weight off, supporting an emerging growth vertical for Lilly
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Shares of Eli Lilly and Company (NYSE: LLY), the world’s most valuable pharmaceutical stock, got off to a rough start in 2026. By the end of April, LLY shares had fallen as much as 20%. However, the stock has rebounded sharply since then. Lilly’s highly impressive earnings report kicked off the rally, with shares surging nearly 10% in a single day. Lilly has continued to grind higher and is now down only around 5% in 2026.
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One recent catalyst for Lilly’s stock was the latest results from its oral GLP-1 medication Foundayo. Although Foundayo is already approved by the Food and Drug Administration, the testing does not stop there. By generating more robust data across a wider range of patients, Lilly can improve the odds that doctors will prescribe it. Lilly’s latest results support that all-important goal. Foundayo’s 2-Pronged Attack: Needle Fear Patients and Maintenance PatientsThe trial in question focuses on weight-loss maintenance—helping patients keep lost weight off after they stop taking high-dose GLP-1s. For Lilly, this is part of a two-pronged strategy to generate demand for Foundayo. The first part is designed to attract completely new patients. Researchers estimate that up to 25% of U.S. adults have a fear of needles, which prevents some people who want to lose weight from taking injectable GLP-1s. With pill-based medications, Lilly can tap this patient group. However, Lilly is trailing Novo Nordisk A/S (NYSE: NVO) in oral uptake, as Novo received approval for its oral weight-loss drug several months earlier. Novo’s pill has also shown efficacy that modestly exceeds Foundayo. Novo notes average weight loss of 14% after 64 weeks among patients taking the Wegovy pill. That compares with average weight loss of 12.4% after 72 weeks for Foundayo. According to BMO Capital Markets, “While Foundayo scripts have been trending upward since launch in April, scripts have lagged vs. those of the Wegovy Pill and Street expectations.” However, Lilly may be able to better differentiate itself in the second prong of its strategy: weight-loss maintenance. Injectables are more effective than either pill, with Lilly touting average weight loss of 20.2% at 72 weeks for patients using Zepbound. That means patients can lose substantial weight on injectables and then transition to pills to help keep it off. With this approach, Lilly can drive recurring sales of Foundayo as patients make the switch. Its latest Foundayo results offered encouraging evidence on this front. Foundayo: Weight Loss Maintenance Improves Dramatically Versus Going Cold TurkeyIn its ATTAIN-MAINTAIN trial, Lilly studied patients who had lost significant weight while taking Zepbound. During the Zepbound phase, patients lost an average of 55 lbs. They then transitioned to Foundayo for 52 weeks and regained 11 lbs. In other words, patients using Foundayo as a maintenance treatment regained only 20% of their original weight loss. That is a strong result, since patients who stop GLP-1s altogether typically regain much more weight. A recent analysis of 48 studies found that after one year off GLP-1s, patients regained 60% of their original weight loss. In that context, Lilly’s result was three times better than what was seen among those who stopped GLP-1 therapy entirely. Lilly also ran the same test with patients who originally lost 41 lbs by taking injectable Wegovy. After switching to Foundayo for 52 weeks, these patients regained just 2 lbs—another very strong outcome. In the end, Zepbound-to-Foundayo patients lost 17.2% of their body weight, while Wegovy-to-Foundayo patients lost 15.5% on average. These results suggest that transitioning to Foundayo after using injectables can be an effective way to keep lost weight off. Notably, on the day this data was released, Lilly's shares rose by 2.4%. There is also reason to believe that Foundayo will be more appealing as a weight-loss maintenance treatment than the Wegovy pill. That is because it comes with no dietary restrictions. By contrast, doctors advise Wegovy pill patients not to eat or drink for 30 minutes after taking the medication. Ultimately, convenience is one of the key reasons people would switch from injectables to pills. With no dietary restrictions, Lilly has an advantage here. However, it will be interesting to see whether Novo conducts a similar maintenance study that could shift the balance in this category. Analysts Forecast Substantial Upside in Lilly After Recent ReboundOverall, targeting the weight-loss maintenance market is just one of several levers Eli Lilly can pull to keep growing its GLP-1 business. Notably, even with Lilly still less than 10% below its all-time high, Wall Street analysts continue to forecast substantial gains ahead. The MarketBeat consensus price target on the stock sits near $1,218, implying upside of just over 20%. |
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