11:12 AM EDT, 05/02/2025 (MT Newswires) -- Eli Lilly's ( LLY ) Zepbound is expected to continue uptake despite CVS Health's ( CVS ) decision to drop coverage of the weight loss drug from some of its health plans as patients will likely find a way to stay on Zepbound due to its safety and efficacy merits, Truist said in a research note emailed Friday.

The investment firm said there is a "reasonable likelihood" that patients who lose access to Zepbound by July 1 will request medical exemption or coverage exemption to regain access to the drug.

"We believe affected patients rely on the superior safety/efficacy profile and adherence to Zepbound," Truist said in the note. "In an equal access market, we've seen patients prefer and stay on Zepbound."

Eli Lilly ( LLY ) maintained its 2025 revenue guidance at a range of $58 billion to $61 billion despite the CVS decision, Truist said. Mounjaro and Zepbound accounted for nearly 50% of Eli Lilly's ( LLY ) Q1 revenue, which was up 45% year on year, the firm added.

Truist kept Eli Lilly's ( LLY ) buy rating and $1,038 price target.

Shares of Eli Lilly ( LLY ) were up 2.5% in recent trading Friday.

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