As we’ve noted before in these pages, pharmaceutical firms disclose the sales of their individual blockbuster drugs. So we opened our Segments, Rollforwards & Breakouts page, called up Lilly’s ($LLY) quarterly revenues for Zepbound and Mounjaro, and then compared the sales of those two drugs against all Lilly’s other products. 

The result is Figure 1, below.

As you can see, Lilly’s two GLP-1 weight loss drugs went from 26.5 percent of total sales at the start of 2024 ($2.32 billion against $8.77 billion) to two-thirds of total sales today ($14.9 billion of $23 billion). 

Figure 2, below, takes all that information and reframes it in dollar amounts.

Again, the tale is clear. Lilly’s two weight-loss drugs are growing like gangbusters and swallowing the rest of the company. Lilly does report the sales of several other individual drugs, including Trulicity, Jardiance, Taltz, and Verzenio; plus a few “other” segments too small to bother with individual brand names — but fundamentally, Lilly is now a GLP-1 business with a side-hustle selling other drugs for other illnesses. (Indeed, it’s worth noting that sales of all other Lilly products have now been falling for the last three quarters.) 

You can compile research like this yourself using our Segments database; or you can use our API to inject the latest financial disclosures directly into your Excel models as soon as those numbers are filed. For example, we created the above tables and text earlier this week before Lilly filed its Q2 numbers, then just waited for the Q2 release this morning. Two minutes later, our data was current, accurate, and complete.