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In a move reflecting the rapid expansion of the weight-loss drug market, CVS Health has announced it will include Eli Lilly’s GLP-1 medications in its insurance coverage. According to reports, this coverage will encompass both the Zepbound injection and the new Foundayo pill. The decision aims to provide millions of Americans with broader access to advanced obesity treatments through pharmacy benefit plans managed by CVS.
This expansion comes amid intensifying competition with Novo Nordisk, which currently leads the market with Wegovy and Ozempic. Per market data, GLP-1 drug sales reached record highs last year, with Bloomberg reporting that Zepbound sales surpassed $500 million in its first full quarter post-launch. As one of the largest Pharmacy Benefit Managers (PBMs) in the U.S., CVS's inclusion is expected to significantly bolster Eli Lilly’s market share against its peers.
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Sign InInvestors are closely monitoring LLY shares, which closed at $810.50, and CVS shares at $55.20 (close May 27, 2026). With healthcare sector momentum continuing, markets are looking ahead to the Michigan Consumer Sentiment data on May 22 to gauge consumer strength, alongside any regulatory updates regarding drug pricing in the coming quarter.