Eli Lilly Struggles To Keep Pace With Mounjaro, Zepbound Demand: 'Currently Unavailable' On Amazon Pharmacy
Portfolio Pulse from Neil Dennis
Eli Lilly & Company (NYSE:LLY) is facing challenges in meeting the demand for its weight-loss treatments Mounjaro and Zepbound, with sales contributing significantly to its Q4 revenues. Despite expanding production, shortages are reported on Amazon Pharmacy and the FDA's list. Novo Nordisk (NYSE:NVO) faces similar issues with its obesity drugs. LLY stock has been trading sideways after a significant rise, while NVO also sees stock movement.
April 03, 2024 | 8:07 pm
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NEUTRAL IMPACT
Amazon Pharmacy's integration with LillyDirect shows shortages of Eli Lilly's drugs, indicating high demand and potential sales impact.
Amazon Pharmacy's listing of Eli Lilly's drugs as 'unavailable' may reflect on Amazon's sales and customer satisfaction, but the direct impact on Amazon's stock is likely minimal due to its diversified business model.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Eli Lilly faces demand challenges for Mounjaro and Zepbound, impacting stock performance despite revenue contributions from these drugs.
While Eli Lilly's revenue has benefited from Mounjaro and Zepbound, the inability to meet demand may cause investor concern, potentially affecting stock performance. However, expansion plans could mitigate long-term impacts.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90
NEUTRAL IMPACT
Novo Nordisk faces shortages of its obesity drugs Wegovy and Ozempic, similar to Eli Lilly, impacting its stock performance.
Novo Nordisk's stock movement reflects the broader issue of demand outpacing supply for obesity drugs, similar to Eli Lilly. The company's acquisition to expand production could positively influence future stock performance.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 70