Lilly Q2: volume up 60%, realised prices down 13%
Zepbound revenue grew well below volume, which means the average price actually paid for branded tirzepatide is falling.
Zepbound revenue grew well below volume, which means the average price actually paid for branded tirzepatide is falling.
All-in monthly cost at 10 mg
Eli Lilly reported second-quarter 2026 results on 5 August: revenue of $22.97 billion, up 48%, with Mounjaro at $9.94 billion and Zepbound at $4.93 billion — together about 65% of company revenue.
The line that matters to a cash payer is underneath the headline. Growth came from a 60% increase in volume partially offset by a 13% decline in realised prices, and the filing attributes Zepbound's growth to strong demand offset by lower realised prices including previously announced cash-pay reductions.
They are selling far more at meaningfully less. Any comparison anchored on list price now overstates the compounded advantage by a wide margin.
What this changes for what you pay
Most developments in this category move one of three things: the price of the branded product, which programmes are operating, or what may lawfully be compounded. Very few change the prescription requirement, the pharmacy licensing framework or the clinical review behind a prescription.
The cheapest verified compounded route we track currently sits at $215 a month all-in at a 10 mg maintenance dose, about $2,580 for a first year. Where a development moves that figure, our tables move with it on the next build.
How to verify this yourself
Regulatory claims should be checked against the agency rather than against coverage of the agency. FDA publishes warning letters searchable by company name, a shortage database, and its compounding pages. Trial claims should be checked against the registry entry rather than a press release.
Every source behind this item is linked below, and where a story is still moving we say so rather than implying it is settled.
Open these rather than taking our word for it. Every one is a regulator, a trial registry, a label, an accreditor or the manufacturer.
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The matrix carries all-in price at every dose, fee structure, commitment terms, pharmacy disclosure and verification status for every programme we track.