Eli Lilly has submitted its oral GLP-1 drug orforglipron to the Food and Drug Administration for type 2 diabetes, the company confirmed in its second-quarter results. That is a genuine structural advantage for supply, and it is why analysts have treated oral GLP-1 drugs as the route to volume that injectables could not reach. When injectable GLP-1 drugs were listed as in shortage, compounding pharmacies were permitted to produce copies, and a large gray market developed. A reliable supply of an approved oral product reduces the pressure that pushed patients toward those channels. Some insurers have gone further and dropped GLP-1 coverage for weight loss while retaining it for diabetes.