Eli Lilly's tirzepatide (Mounjaro/Zepbound) is projected to generate over $45 billion in global sales in 2026, making it the top-selling drug worldwide12.
Novo Nordisk's semaglutide (Ozempic/Wegovy/Rybelsus) is expected to reach $39.5 billion in 2026 sales, falling to second place1.
Lilly reported Q3 2025 revenue of $17.6 billion, up 54% year-over-year, beating expectations and raising full-year 2025 guidance to $63-63.5 billion3.
Lilly aims for $94.3 billion in revenue by 2027, driven by the 2026 launch of oral GLP-1 orforglipron to capture needle-averse patients25.
Lilly is projected to become the largest pharma company by revenue in 2026, overtaking rivals like Merck3.
Sources:
1. https://www.emarketer.com/content/glp-1-drugs-expected-drive-2026-pharma-sales
2. https://www.ainvest.com/news/eli-lilly-2026-growth-trajectory-capturing-oral-glp-1-market-2601/
3. https://www.drugdiscoverytrends.com/lilly-is-set-to-lead-pharma-in-2026-but-can-it-justify-an-800b-valuation/
5. https://www.biospace.com/business/lillys-path-to-94b-in-revenue-rests-on-oral-obesity-market-and-other-2026-milestones