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"What end of Eli Lilly's weight-loss drug shortage means for the competition"

The US Food and Drug Administration confirmed Thursday that Eli Lilly (LLY) has increased production of its blockbuster weight-loss drug Zepbound and type 2 diabetes drug Mounjaro, implying the company can now supply enough doses to meet current demand.

The metrics used to determine the current demand is not specified by the FDA — and the drug shortages website provides an important caveat: "Even when a medication is available, patients may not always be able to immediately fill their prescription at a particular pharmacy," the FDA said on its site addressing the Mounjaro and Zepbound listing.