Eli Lilly Stockpiles $1.5B of Weight-Loss Pill Ahead of FDA Decision
Eli Lilly has amassed $1.5 billion in inventory of Orforglipron, its experimental weight-loss pill, ahead of an anticipated FDA ruling in April 2026. The MOVE aims to avoid supply shortages that marred the launches of Zepbound and Mounjaro in 2022, when overwhelming demand forced patients to seek compounded alternatives.
Novo Nordisk's oral Wegovy, launched in January 2026, has already captured early market share with 50,000 prescriptions filled by month-end. Analysts project Orforglipron could generate $13 billion in sales by 2031 if approved. The company is investing $27 billion in four new U.S. manufacturing plants, with most capacity dedicated to weight-loss drugs.