News about GLP-1

The article compares revenue growth at Bristol Myers Squibb and Eli Lilly. Lilly's growth is driven by GLP-1 drugs: Mounjaro brought in $9.9 billion worldwide in Q2 (up 91% year over year), Zepbound $4.9 billion in U.S. sales, and the oral Foundayo, launched in April 2026, $98 million in its first quarter. Bristol Myers Squibb (BMY) has steadier revenue, with no GLP-1 drug on the market and reliance on Eliquis and Opdivo, and its growth portfolio made up 58% of Q2 revenue. The article notes Bristol Myers Squibb trades at about 9.4 times forward earnings versus almost 25 times for Lilly, and says Lilly's two main products account for nearly two-thirds of quarterly sales, a concentration and pricing risk to its growth. Both companies report third-quarter results on Oct. 29.