“In the short term, because we're seeing really unprecedented demand, we do still expect to see tight supply and some spot outages on Mounjaro through the end of the year.”

In context

“changes to the co-pay program at the end of June. Mike? Michael Mason: Chris, thanks for those questions. Yes, we did make the change in the $25 savings, program did expire at the end of June 30. So anything that you see in IQVIA is post that change. And you'll see that volume of those individuals who were using an uncovered plan no longer in our trends. We were very happy with what we saw with Mounjaro-pay TRxes in the quarter as they grew nearly 60% in the quarter. As we go forward, we'll -- our manufacturing team is working on bringing on new capacity at North Carolina and then a few more areas. And as that production comes on and ramps up, we will see some benefit from that supply. I mean, ultimately, that will help build inventories up and help eliminate any spot outage that we see. In the short term, because we're seeing really unprecedented demand, we do still expect to see tight supply and some spot outages on Mounjaro through the end of the year. But I think ultimately as that manufacturing capacity ramps up, we will be out of the spot outages that we see. But in the next couple of months and quarters, I think we'll still see tightened [indiscernible]. Operator: The next question is coming from Terence Flynn from Morgan Stanley. Terence Flynn: I was just wondering if you could provide any perspective on how you're thinking about the potential for a single brand, for Mounjaro, or a split brand ahead of the potential FDA action on the obesity indication? Joe Fletcher: Thanks, Terence. Mike, I'll hand that over to you for commentary on single brand versus multiple brands for tirzepatide. Michael Mason: Yes. Thanks for the question. We're evaluating all alternatives, and we'll announce our decision at approval. Operator: The next ques”