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Eli Lilly's Employer Push Could Unlock New GLP-1 Demand
Reported by Leo Miller. Article Published: 3/15/2026.
Key Points
- Eli Lilly is opening up a new way for employers to cover their weight-loss drugs.
- With half or more of employees not having coverage for obesity medications, Employer Connect could unlock significant demand for LLY.
- Meanwhile, the company's oral GLP-1 just beat out Novo's in a head-to-head type 2 diabetes duel.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
The world’s most valuable pharmaceutical stock, Eli Lilly and Company (NYSE: LLY), has continued to assert its dominance in the weight-loss and diabetes drug market in 2026.
The company’s most recent earnings report forecasted robust 25% growth for the year, well above expectations. While that would be slower than the 45% growth Lilly generated in 2025, it would still mark the company’s third-highest annual growth rate. Lilly’s current GLP-1 franchises should continue to drive strong sales, though growth at those sky-high rates isn’t sustainable indefinitely.
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This could be the best investment opportunity of the decade.At the same time, Lilly’s top competitor, Novo Nordisk A/S (NYSE: NVO), is forecasting its weakest revenue growth in years. For 2026, Novo expects sales to fall by between 5% and 13%. In U.S. dollars, the company hasn’t seen a revenue decline of more than 5% since 2014; measured in Danish kroner, that streak stretches back to 1998.
The contrast underscores Lilly’s stronger position, particularly for the injectable GLP-1s that are currently on the market.
Still, the healthcare company is taking additional steps to fortify its lead. Expanding drug access and winning the oral GLP-1 battle are two key strategies it is pursuing.
Employer Connect: Lilly’s Bid to Crack the Huge Employer Coverage Gap
One of Lilly’s most significant recent moves is the launch of its Employer Connect platform, designed to close the gap in employer-sponsored obesity care. Lilly notes that roughly half of people with employer-sponsored plans lack coverage for obesity treatments. One survey found that only 20% of companies with more than 200 employees cover weight-loss drugs, and just 43% of firms with 5,000 or more workers do so.
That represents a sizable untapped market for Lilly. If employers don’t provide coverage, patients must pay out of pocket. Through LillyDirect, the company’s direct-to-consumer platform, Zepbound costs between $299 and $449 per month, likely pricing out many potential users.
To address this, Lilly is offering employers access to Zepbound through Employer Connect at a discounted price of $449 per month, with employees responsible for only a small share. The offer is less than half the drug’s list price of over $1,000. Employer Connect also bypasses traditional pharmacy benefit managers (PBMs), which act as middlemen between manufacturers and insurers and often rely on opaque pricing arrangements. The PBM industry is highly concentrated, giving them substantial negotiating leverage.
Instead of working through PBMs, Employer Connect lets companies choose from more than 15 independent program administrators, encouraging competition based on each administrator’s services and pricing.
If employers adopt the program, Lilly could add material new Zepbound volume to its top line. That contribution may not be meaningful until 2027, however, as companies evaluate and implement this new option.
There is a trade-off: if employers that already cover Zepbound switch to Employer Connect, Lilly may accept lower prices. Given the large coverage gap, the company appears willing to do so in exchange for the potential volume uplift.
Lilly Scores Win in Smaller Oral Type 2 Diabetes Market
Lilly also reported encouraging data for its experimental oral GLP-1, orforglipron. In a head-to-head trial against Novo’s approved oral GLP-1, oral semaglutide (Rybelsus), orforglipron produced superior reductions in blood sugar and greater weight loss in patients with type 2 diabetes.
A1C, a key blood-sugar marker, fell by 2.2 percentage points for patients taking orforglipron versus 1.4 percentage points for those on oral semaglutide. Patients on orforglipron lost an average of 9.2% of their body weight, compared with 5.3% for oral semaglutide.
Those results boost Lilly’s prospects for obtaining approval of orforglipron as an oral treatment for type 2 diabetes. Still, the oral type 2 diabetes market is relatively small compared with the injectable GLP-1 market. Novo’s Rybelsus generated about $3.5 billion in sales in 2025—roughly one-tenth of the roughly $32.5 billion in combined sales of Ozempic and Wegovy that Novo reported that year. Lilly is also pursuing approval of orforglipron as an oral obesity medication, which could access a much larger market.
LLY Keeps Opening New Doors to Drive Potential Growth
Overall, Lilly continues to cultivate new customer bases by expanding access and advancing its pipeline. While the company has already grown into a giant, its track record of execution and product innovation makes it a difficult stock to bet against.
2 Active Bonds ETFs Rise to the Top Early in 2026
Reported by Nathan Reiff. Article Published: 3/16/2026.
Key Points
- Active bond funds have tended to outperform passive bond ETFs for the majority of rolling 10-year periods.
- PYLD and BINC are two leading active bond funds, each taking a varied, multisector approach that allows nimble adjustments based on interest rates, geopolitics, and more.
- Both of these funds offer dividend yields of 5.9% or better, and each has also delivered notable total returns over the last year.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Bond-focused exchange-traded funds (ETFs) combine two strategies commonly used by investors seeking a low‑maintenance, passive approach. ETFs are appealing to hands-off investors because they outsource portfolio selection, management, and rebalancing. Bonds themselves are often buy‑and‑hold instruments that retail investors use for stable income, especially for those with a limited risk appetite or when stocks are unusually volatile.
Given these factors, it may surprise some investors that a group of actively managed bond ETFs is distinguishing itself. Active management can be especially advantageous in the bond market because of pricing inefficiencies and very large bond indices that are difficult to replicate—creating opportunities for managers who trade more frequently. Analysis from PIMCO suggests active bond funds outperform passive counterparts for roughly two‑thirds of rolling 10‑year periods.
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This could be the best investment opportunity of the decade.Active managers can respond more nimbly to shifts in interest rates and credit cycles, pursue discounts on new issues, and avoid the most indebted companies—something passive bond indices may inadvertently overweight. Those are a few reasons the two active bond funds below deserve a closer look for investors seeking to bolster bond income.
A wide-ranging active bond fund that delivers on dividend yield and returns
The PIMCO Multisector Bond Active ETF (NYSEARCA: PYLD) takes a broad, multisector approach, making it a convenient one‑stop option for bond investors. PYLD leans toward securitized bonds—securities backed by mortgages, auto loans, credit‑card receivables, and similar assets—but also holds investment‑grade and high‑yield corporate credit, U.S. government debt, and emerging‑market bonds.
The fund holds roughly 2,200 positions, which helps diversify interest‑rate and sector exposures, credit ratings, and other risks. Holdings are concentrated in maturities between about 3–5 years and 5–10 years, giving PYLD a medium‑duration profile.
Because it is unconstrained by maturity and credit‑rating limits, PYLD's managers have the flexibility to rotate across different parts of the bond market as conditions change.
That flexibility has helped PYLD produce a dividend yield of 6.3% while delivering roughly 9% total return in 2025—strong results for a bond‑focused fund.
PYLD also averages about 3.5 million shares traded over a one‑month period, making it relatively liquid for investors who may need to enter or exit positions quickly.
A star manager's active bond fund: diversified, strong performing, and cost‑effective
The iShares Flexible Income Active ETF (NYSEARCA: BINC), managed by Rick Rieder (Morningstar's 2023 Outstanding Portfolio Manager), is another unconstrained multisector bond ETF. Like PYLD, BINC pursues a broad mandate aimed at maximizing income potential.
In practice, BINC holds a mix of agency and non‑agency residential mortgages, non‑U.S. credit, high‑yield debt, emerging‑market bonds, CLO securities, and more. Managers can reduce exposure to riskier segments when conditions warrant and rotate into more attractive areas of the market.
One attractive feature is BINC's expense ratio of 0.40%, notably lower than PYLD's 0.64%, making BINC one of the more affordable multisector bond ETFs available.
Nearly a third of BINC is allocated to non‑U.S. bonds, adding geographic diversification. Its mix across credit qualities and maturities—mostly between about two and 10 years—also provides internal diversification within a single fund.
BINC's dividend yield of 5.9% trails PYLD's slightly but remains compelling. The fund has also delivered nearly 6% total return over the past year, adding price appreciation on top of its income stream.
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