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Prediction: This Will Be Eli Lilly's Next Billion-Dollar Growth Driver. (Hint: It's Not Weight Loss Drugs.)

Source: Motley Fool

2026-04-02 04:35:00 ET

The spotlight has been on Eli Lilly (NYSE: LLY) in recent years as the pharma player constructed a very valuable portfolio: one focused on diabetes and weight loss drugs. Lilly sells Mounjaro and Zepbound, available in injectable format, and each product has delivered double- and triple-digit percentage growth, with revenue at blockbuster levels.

Mounjaro is approved for type 2 diabetes, and Zepbound is approved specifically for weight loss, but doctors have prescribed either for patients aiming to shed pounds. They're the commercial names for tirzepatide and are part of the now well-known GLP-1 class of drugs.

Lilly is the leader in the U.S. obesity drug market, with 60% share, and has the pipeline and strategy that may keep it in the top spot. This is fantastic news for investors. But my prediction is the following area will be Lilly's next billion-dollar growth driver -- and it's not weight loss drugs.

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Eli Lilly and Company

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