CVS Caremark announced it will return Eli Lilly's injectable GLP-1 weight-loss drug Zepbound to its commercial formularies and add Lilly's new oral agent, Foundayo. The move signals a strategic shift by the PBM following months of restrictive coverage and places Lilly's obesity portfolio on equal footing with Novo Nordisk's Wegovy. The decision affects millions of commercially insured lives and may pressure other PBMs to expand GLP-1 access. Monitor formulary updates from other major PBMs like OptumRx and Express Scripts in the next quarter; this expansion increases the likelihood of patient requests for these high-cost therapies.