Amazon Pharmacy and Eli Lilly formed a distribution partnership to deliver Lilly's GLP-1 medications directly to patients. In April 2026, Amazon Pharmacy became the exclusive same-day delivery provider for Foundayo, Lilly's new once-daily oral GLP-1 pill for obesity and overweight. Patients can receive a prescription through Amazon One Medical and have it filled and delivered same-day by Amazon Pharmacy in nearly 3,000 cities.
Why it matters: GLP-1 medications (Ozempic, Mounjaro, Wegovy, Zepbound) are the fastest-growing drug category in pharmaceutical history. Lilly's Zepbound and Mounjaro generated $16B+ in combined revenue in 2024. Amazon's vertical integration of telehealth (One Medical), pharmacy (Amazon Pharmacy), and logistics creates the fastest and most frictionless path to GLP-1 access for patients.
Eli Lilly & Amgen
Amgen and Eli Lilly are direct competitors in the GLP-1 weight loss and diabetes drug market. Lilly's Mounjaro (tirzepatide) and Zepbound achieved blockbuster status rapidly, with combined revenue targeting $25B+ by 2025-2026. Amgen's MariTide (maridebart cafraglutide) is a monthly injectable GLP-1/GIPR dual agonist completing Phase 3 trials in 2025-2026, with FDA approval potentially in 2026-2027. Both companies are racing to capture the estimated $100B+ GLP-1 market opportunity as obesity treatment becomes a mainstream medical category.
Why it matters: Eli Lilly's Zepbound and Ozempic (Novo Nordisk) have created the fastest-growing drug category in pharmaceutical history. Amgen entered with a differentiated monthly injection approach vs. weekly injections for existing GLP-1s, targeting a more convenient dosing schedule as a competitive differentiator. Both companies are investing billions in manufacturing capacity expansion to address the severe supply shortage that constrained GLP-1 market penetration in 2023-2024. The GLP-1 market dynamics create both competitive pressure and market validation for Amgen's late-entry strategy.