This time, the winner seems to be Eli Lilly and Co., which reported a 48% increase in second-quarter sales driven primarily by tirzepatide drugs Zepbound and Mounjaro for diabetes and obesity drugs, blowing past analyst expectations. Though also disclosing impressive sales, Novo Nordisk A/S found investors focusing on sales of its pill version of Wegovy (semaglutide), which fell short of analyst estimates for the three months ending June 30. Going forward, however, the competition is likely to increase for GLP-1s and other obesity candidates, with Iqvia describing 2026 as the “inflection point” for the obesity market. 340B rebate pilot model 2.0 seeking Rx recruitsThe U.S. Health Resources and Services Administration (HRSA) is moving ahead with its second attempt at establishing a 340B rebate pilot program for manufacturers with prescription drugs selected for Medicare negotiations in initial payment years 2026 and 2027. The model will allow the manufacturers to switch from the traditional upfront 340B discounts to the back-end rebates only for the negotiated drugs.