Eli Lilly across Metabolic: the full competitive set, and the 3 AXLRx reports mapping the competitive, patient-flow and payer picture — each scoped to a single asset and cited to a live source.
Tirzepatide 20.9% versus semaglutide 15.3% weight loss. The Medicare coverage gap and commercial step-edit reality.
Tirzepatide takes 41% of new GLP-1 starts; SELECT CV indication and IRA negotiation reshape US formulary access.
US adult obesity at 41.9% (CDC NHANES). BMI-class distribution, severe-obesity burden, and the comorbidity segments that drive coverage.