Worth noting, CVS Caremark—the biggest PBM in the U.S.— announced in May that it would make Novo Nordisk’s rival drug Wegovy (semaglutide) the preferred obesity GLP-1 on its formulary. The move was expected to boost access to Wegovy in The States—albeit likely at the expense of that for Lilly’s Zepbound.

The results come as Eli Lilly works to maintain its edge over Novo Nordisk in the booming market for a class of obesity and diabetes drugs called GLP-1s.

Together, Mounjaro and Zepbound brought in $11.98 billion in the third quarter even with price decreases for the medicines.

Eli Lilly partners with Walmart to sell its weight-loss drug Zepbound nationwide, giving patients easier, insurance-free access through LillyDirect.

The deal, which enables patients to pick up orders placed through Lilly’s online channel at Walmart pharmacies, is the latest move by the company to expand its direct-to-consumer services.

Wegovy Zepbound cost-effectiveness report finds both drugs remain valuable at higher prices despite affordability concerns, per ICER analysis.

The collaboration marks the first time patients using LillyDirect, Lilly’s direct-to-consumer healthcare platform can access self-pay pricing for Zepbound vials at a retail pharmacy location.

U.S. sales of Lilly’s weight-loss treatment Zepbound nearly tripled, to $3.57 billion, in the third quarter. Meanwhile, revenue from the diabetes drug Mounjaro, which has been on the market longer, has doubled, to $6.52 billion, thanks to growth outside the U.S.