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Ricks told CNBC Wednesday that Lilly had held off on advertising Zepbound and launching the drug internationally in order to boost inventory in the U.S.: We havent been stimulating demand the way we had originally planned. Yet on the earnings call, Ricks maintained that underlying growth for the drugs was as strong as we would have hoped. Ricks asserted that Lilly management did not view the gap between the Q3 results and the projections of even higher growth as indicating a softening of demand for the GLP-1 drugs: Demand for Mounjaro and Zepbound has been strong and continues to grow as we expand both access and supply. Johnson denied that competition from compounders had a huge financial impact on Lillys business

Recent reports on dermatologic side effects of GLP-1 receptor agonists (GLP-1RAs) have prompted a closer look at how these drugs interact with other treatments, especially isotretinoin, a powerful and highly teratogenic acne medication

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