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US Biotechnology and Pharmaceuticals: GLP-1 TRx trends from the month and last week-20260731
花旗· 2026-07-31 21:27
Vi e w p o i n t | 31 Jul 2026 07:21:07 ET │ 15 pages US Biotechnology and Pharmaceuticals GLP-1 TRx trends from the month and last week CITI'S TAKE We examined GLP-1 TRx trends over the past four weeks to assess y/y market changes. Collectively, TRx is 4.5% vs 0.6% prior as oral options broaden and reshape the market. Lilly's tirzepatide now holds 56.2% market share of total GLP-1 TRx, with share 0.5% over the four week period; compared to 48.4%/-1.1% last year. Comparatively, Novo's semaglutide has 37.1% ...
Brazil Pharmaceuticals: Citi Friday Charts: The Curious Case of GLP-1 Copycats-20260731
花旗· 2026-07-31 20:29
Flash | Citi Friday Charts: The Curious Case of GLP-1 Copycats CITI'S TAKE This week's Citi Friday Charts assess the size of Brazil's compounded GLP-1 market using SECEX data on semaglutide and tirzepatide API imports, the key ingredients used in compounded pens. Beyond the sharp acceleration in API imports since 2024 (Chart #1), the data highlights a changing import mix following ANVISA's prohibition of semaglutide compounding from Aug-2025, cementing tirzepatide as the dominant peptide in the segment. Cha ...