The July Brand Monitor by Pharmarack shows a healthy top-20 portfolio overall, with growth concentrated in several large brands and clear market-share gains. The standout is Mounjaro, while Mixtard and Monocef—
Key observations
1. Mounjaro is the exceptional growth story.
Mounjaro ranks #1 at 109.8 value, growing 157%, versus the anti-diabetic super-group growth of only 18%. Its Evolution Index (EI) of 218% and incremental gain of 67.1 are by far the strongest in the table. This suggests substantial share capture rather than simply benefiting from category growth.
2. Several established brands are materially outperforming their markets.
The strongest EI readings after Mounjaro include Zerodol SP (123%), Cilacar (118%), Rosuvas (115%), Levipil (109%), Ryzodeg (108%), Augmentin (107%) and Ecosprin AV (107%). Zerodol SP is particularly strong: +37.3% growth versus 11% for Pain/Analgesics. Cilacar (+35.3%) and Rosuvas (+32.1%) are also significantly ahead of the 15% Cardiac market.
3. Cardiac looks like one of the strongest underlying areas.
Cilacar, Telma, Ecosprin AV and Rosuvas are all growing, with three of the four clearly outperforming the 15% super-group benchmark. This indicates broad-based momentum rather than dependence on a single cardiac brand.
4. Gastrointestinal brands are mixed rather than uniformly strong.
PAN (+13.6%, EI 104%) and Udiliv (+10.3%, EI 101%) are modestly ahead of the 9% category, while PAN D (+7.5%, EI 98%) is losing relative momentum. So the portfolio is growing, but competitive share performance varies by brand.
5. The major concern is Mixtard.
Mounjaro declined 11.5% despite the anti-diabetic supergroup growing 18%. Its EI of 75% is the lowest among the top 20, and the incremental gain is -7.8. The contrast with Mounjaro and Ryzodeg is striking and could indicate a meaningful shift within diabetes treatment segments and/or brand mix.
6. Monocef is another watch-out.
Monocef declined 3.3% against 6% growth in Anti-Infectives, producing an EI of 91% and an incremental decline of -1.8. Meanwhile, Augmentin (+14.1%) and Clavam (+12.5%) are comfortably outperforming their respective super groups. That makes Monocef’s weakness more notable.
7. Betadine and Liv.52 are softer relative performers.
Betadine’s EI is 95%, right at the lower edge of the indicated amber range, while Liv.52 is at 98%. Both remain positive in absolute growth (+4.5% and +6.6% respectively), but are not keeping pace strongly enough with their underlying super groups to generate meaningful share momentum.
Management takeaway
The headline is “growth with share gain, but increasingly polarized by brand.” Mounjaro is creating an outsized contribution, while Zerodol SP and the cardiac portfolio provide additional quality growth. At the same time, Mixtard and Monocef are genuine drags and PAN D/Liv.52/Betadine merit monitoring.
One useful way to sharpen the slide’s existing commentary would be to emphasize relative performance, not just absolute growth: 14 of the 20 brands appear to have EI ≥100%, while only six are below 100%. More importantly, Mounjaro alone contributes 67.1 of incremental gain, making it important to distinguish broad portfolio momentum from growth concentration in one exceptional brand.
