The removal of Zepbound and Mounjaro from the regulator’s shortage list could lead to restrictions on pharmacies making custom-made versions.

BMO Capital Markets analyst Evan Seigerman called it “another positive indication” for Eli Lilly, which is growing market share in incretin products as manufacturing continues to expand, while noting the drugmaker could start to benefit heading into third quarter earnings.

Eli Lilly’s juggernaut diabetes and obesity drugs Mounjaro and Zepbound have been erased from the FDA’s shortage list, freeing the company from competing with compounding pharmacies that have been producing copycat versions of the in-demand treatments.