MedPal AI (MPAL) says the US approval of Mounjaro for cardiovascular risk reduction marks a major expansion of the addressable market for GLP-1 medicines, as the group continues to scale its dedicated digital GLP-1 clinic, New Health.
The US Food and Drug Administration (FDA) has approved Eli Lilly's Mounjaro (tirzepatide) to reduce the risk of major adverse cardiovascular events, including cardiovascular death, heart attack and stroke, in adults with type 2 diabetes at high risk of such events.
For MedPal, the approval represents a further broadening of the GLP-1 market beyond its origins in diabetes treatment and subsequent rapid growth in weight management.
Eli Lilly estimates that as many as one in three adults with type 2 diabetes in the US may have undetected cardiovascular disease. MedPal believes the new indication could therefore significantly increase the number of patients for whom GLP-1 treatment is clinically relevant.
The company sees a similarly sizeable opportunity in the UK, where more than 4.7 million people are diagnosed with diabetes and around 90% have type 2 diabetes. Applying the same one-in-three assumption, MedPal estimates that about 1.4 million UK adults could potentially fall within the population addressed by the new indication.
The FDA decision follows the SURPASS-CVOT trial, which tracked 13,299 patients for five years. Eli Lilly reported an 8% lower rate of cardiovascular death, heart attack or stroke for Mounjaro compared with Trulicity, another GLP-1 treatment with established cardiovascular benefits.
While the approval does not change prescribing rules in the UK, Europe is already moving to incorporate the cardiovascular data. The European Medicines Agency added the outcome data to Mounjaro's EU product information in June 2026, while regulatory submissions are under review in additional markets.
MedPal also highlighted the continued expansion of its New Health platform, which has begun offering Eli Lilly's once-daily oral GLP-1 weight loss treatment Foundayo following the start of commercial supply in the UK.
The company said New Health generated more than £180,000 in private prescription revenue during July 2026, following only three weeks of marketing. This represented an annualised run rate of more than £2.2 million, within MedPal's wider group annualised recurring revenue run rate of ~£8.6 million.
The group believes the latest regulatory development reinforces a longer-term expansion of the GLP-1 category, with treatments increasingly being assessed and approved across multiple health conditions rather than being confined to diabetes or weight management alone.
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The investment case around GLP-1 medicines continues to broaden as the science creates new treatment populations. For MedPal, the significance lies in New Health's positioning within a category that is expanding from weight loss into wider chronic disease management. The FDA's decision does not immediately change the UK market, but it adds further momentum to a sector in which MedPal is already building commercial traction.