Two forces always feed the race. Choose which one outruns the other to see where the pill economics land.

Oral obesity: prescription volume vs falling realized net price Oral Wegovy new oral-pill class Prescription volume grows Realized net price falls starter mix → $149 rebates mount Lilly Foundayo opens Volume vs realized price Incremental profit volume outruns price adds revenue · 78%-80% margin Flat sales no pricing power 2026 CER flat to down