MDL 3094 Docket Analysis: Zepbound Case Volume Surges in Q1 2026
MDL 3094 Docket Analysis: Zepbound Case Volume Surges in Q1 2026
The trajectory of Multidistrict Litigation (MDL) No. 3094 has shifted dramatically entering the quarter of 2026. What began as a consolidated docket of fewer than 100 actions in early 2024 has exploded into a mass tort involving nearly 3, 000 pending cases by the close of 2025. Eli Lilly and Company, the manufacturer of the GLP-1/GIP receptor agonist tirzepatide (marketed as Mounjaro and Zepbound), faces a rapidly expanding plaintiff pool alleging severe gastrointestinal injuries, specifically gastroparesis and ileus.
The litigation, centralized in the U. S. District Court for the Eastern District of Pennsylvania, underwent a serious leadership transition following the passing of Judge Gene E. K. Pratter in May 2024. Judge Karen Spencer Marston, who assumed oversight in June 2024, has since issued pivotal rulings that define the scope of admissible claims. As of December 31, 2025, the docket recorded 2, 947 active cases, a 47% increase from the 1, 997 cases pending just five months prior in July 2025. This acceleration signals a “second wave” of filings driven largely by the widespread adoption of Zepbound for weight management.
Docket Velocity and Case Volume (2024, 2025)
The following data illustrates the aggressive growth curve of MDL 3094. The sharpest incline occurred in Q3 and Q4 2025, coinciding with increased advertising by plaintiff firms targeting Zepbound users.
| Date | Total Pending Actions | Quarterly Growth Rate | Key Event |
|---|---|---|---|
| Feb 2024 | ~55 | N/A | MDL 3094 Established |
| May 2024 | 87 | +58% | Judge Pratter Passes Away |
| July 2025 | 1, 997 | +2, 195% (Year-over-Year) | Discovery Phase Intensifies |
| Oct 2025 | 2, 809 | +40% | Post-Diagnostic Ruling Surge |
| Dec 2025 | 2, 947 | +5% | End of Year Consolidation |
Judicial Rulings Reshape the Plaintiff Pool
The composition of the docket changed fundamentally in August 2025. Judge Marston issued a decisive “threshold ruling” on August 15, 2025, regarding the diagnostic requirements for gastroparesis claims. The court mandated that plaintiffs must provide objective evidence of delayed gastric emptying, specifically via a gastric emptying scintigraphy study (GES) or similar objective test, rather than relying solely on clinical symptoms like nausea or vomiting. This ruling, a significant procedural victory for Eli Lilly and co-defendant Novo Nordisk, filters out weaker claims absence clinical verification.
Even with this higher evidentiary bar, the case volume continued to climb through late 2025. This indicates that a substantial number of plaintiffs are successfully securing the necessary diagnostic evidence to meet the court’s new standard. The “Science Day” held in June 2024 laid the groundwork for these technical disputes, educating the court on the method of GLP-1 receptor agonists and the etiology of drug-induced gastroparesis.
Scope of Litigation: Inclusions and Exclusions
As the MDL moves into 2026, the boundaries of the litigation have been strictly drawn. The Judicial Panel on Multidistrict Litigation (JPML) and the presiding court have clarified which injuries fall under the MDL 3094 umbrella:
Included Claims: Gastroparesis (stomach paralysis), ileus (intestinal obstruction), and severe gastrointestinal injuries linked to Mounjaro, Zepbound, Ozempic, and Wegovy.
Excluded Claims: Deep Vein Thrombosis (DVT) and blood clot injuries were denied transfer to this MDL in December 2024. Vision loss claims (NAION) were segregated into a separate docket, MDL 3163, established in late 2025.
This segmentation allows MDL 3094 to focus exclusively on the gastrointestinal toxicity arguments. For Eli Lilly, the primary defense hinges on the adequacy of their warning labels, which were updated over time to include
Eastern District of Pennsylvania: Current Judicial Orders on Discovery Scope
Eastern District of Pennsylvania: Current Judicial Orders on Discovery Scope
The judicial of MDL 3094 shifted fundamentally following the assignment of Judge Karen S. Marston to preside over the litigation in the Eastern District of Pennsylvania. Judge Marston has enforced a rigorous “Cross Cutting problem” case management strategy. This method bifurcates discovery to resolve threshold legal questions before permitting broad general discovery. The court explicitly rejected plaintiffs’ requests for “unfettered discovery” into marketing materials in late 2024. The current docket prioritizes three specific phases. These are gastroparesis diagnostic testing standards. Federal preemption of state warning labels. General causation evidence.
Phase 1: The Objective Diagnostic Testing Mandate
A pivotal ruling on August 15, 2025 established a high evidentiary bar for all pending gastroparesis claims. The court issued an order requiring plaintiffs to provide objective diagnostic evidence of delayed gastric emptying. This ruling acts as a “Lone Pine” order. It mandates that a clinical diagnosis based solely on symptoms is insufficient for the litigation to proceed. The order cites peer reviewed literature and diagnostic guidelines that necessitate a gastric emptying study to confirm gastroparesis. This decision forces the dismissal of claims where plaintiffs rely only on symptom based differential diagnoses without objective medical testing data. Eli Lilly and Novo Nordisk successfully argued that symptom based methodologies were unreliable and contrary to clinical standards.
Phase 2 and 3: Preemption and General Causation Schedule
Case Management Order No. 23 governs the strict timeline for the remaining cross cutting problem. The court set October 24, 2025 as the deadline for fact discovery regarding preemption and adequacy of warnings. This phase examines whether federal FDA regulations prohibited the manufacturers from adding the warnings plaintiffs demand. Concurrently the court is addressing general causation. This determines if scientific evidence supports a causal link between GLP 1 receptor agonists and the alleged injuries. The scheduling order dictates that plaintiffs must serve expert reports by November 7, 2025. Defendants were required to serve their expert reports by December 5, 2025. The court has scheduled the submission of summary judgment motions for February 19, 2026. These motions likely determine if the litigation continues to bellwether trials or faces mass dismissal.
“The court held that the mere statement by an expert that he or she applied a differential diagnosis in determining causation does not ipso facto make that application scientifically reliable or admissible.” , In re Glucagon-Like Peptide-1 Receptor Agonists Prods. Liab. Litig., 2025 WL 2396801 (E. D. Pa. Aug. 15, 2025).
Plaintiff Fact Sheet and ESI
The court has implemented a mandatory “Crosslink” digital platform for the submission of Plaintiff Fact Sheets (PFS). Case Management Order No. 18 outlines the strict requirements for these submissions. Plaintiffs must upload verified medical authorizations and complete data fields regarding their usage of Zepbound or competing products. The order imposes a 45 day deadline for PFS submission after a case is docketed or the platform becomes active. Failure to comply triggers a deficiency process that can lead to dismissal with prejudice. The discovery protocol for Electronically Stored Information (ESI) requires defendants to produce data in specific native formats with metadata intact. yet the court has limited the scope of this production to custodians relevant to the cross cutting problem. This prevents a “fishing expedition” into unrelated corporate files until the threshold problem are resolved.
Segregation of Vision Loss Claims
A significant structural change occurred on December 17, 2025. The Judicial Panel on Multidistrict Litigation created a separate proceeding as MDL 3163. This new MDL consolidates claims alleging that GLP 1 drugs caused non arteritic anterior ischemic optic neuropathy (NAION). The panel determined that vision loss injuries involve distinct scientific and factual questions from the gastrointestinal injuries in MDL 3094. Judge Marston presides over both MDLs manages them on separate discovery tracks. This segregation ensures that the complex causation arguments regarding gastroparesis do not become entangled with the distinct method of injury theories proposed for NAION.
| Litigation Phase | Key Deadline / Event | Status |
|---|---|---|
| Diagnostic Testing Ruling | August 15, 2025 | Completed (Objective testing required) |
| Fact Discovery (problem 2 & 3) | October 24, 2025 | Closed |
| Plaintiff Expert Reports | November 7, 2025 | Filed |
| Defendant Expert Reports | December 5, 2025 | Filed |
| Expert Depositions Deadline | January 30, 2026 | Completed |
| Summary Judgment Motions | February 19, 2026 | Pending Ruling |
Tirzepatide Mechanism: Dual Agonist Action and Gastric Emptying Metrics
Tirzepatide method: Dual Agonist Action and Gastric Emptying Metrics
The pharmacological distinction of tirzepatide (Zepbound) lies in its dual agonism, targeting both the glucose-dependent insulinotropic polypeptide (GIP) and glucagon-like peptide-1 (GLP-1) receptors. Unlike semaglutide, which functions as a mono-agonist selective for GLP-1, tirzepatide integrates a 39-amino acid synthetic peptide structure derived from the native GIP sequence. This structural modification allows for high-affinity binding to GIP receptors and low-affinity, biased agonism at GLP-1 receptors. The biased signaling preferentially activates adenylyl cyclase pathways while reducing β-arrestin recruitment, a method hypothesized to maintain efficacy while chance altering the receptor internalization rates associated with tachyphylaxis.
Gastric Emptying and Tachyphylaxis
Central to the multidistrict litigation (MDL) claims is the drug’s impact on gastric motility. Clinical pharmacology data submitted to the FDA indicates that tirzepatide induces a dose-dependent delay in gastric emptying, primarily driven by its GLP-1 receptor activity. Pharmacokinetic studies utilizing acetaminophen absorption assays revealed that the most significant deceleration occurs following the initial 5 mg dose.
Data from these assays showed a delay in the time to maximum plasma concentration ($T_{max}$) of approximately one hour and a reduction in maximum plasma concentration ($C_{max}$) by up to 50%. yet, this effect exhibits rapid tachyphylaxis. By the fourth week of continued administration, the delay in gastric emptying attenuates significantly, returning closer to baseline levels. This transient nature of the motility delay contrasts with the plaintiffs’ allegations of permanent or long-term gastroparesis (“stomach paralysis”).
Comparative Adverse Event Metrics: SURMOUNT Trials
The safety profile regarding gastrointestinal (GI) events was rigorously documented across the SURMOUNT clinical program. In the SURMOUNT-1 trial, which evaluated tirzepatide in adults with obesity, GI adverse events were the most frequently reported side effects. The incidence rates correlated directly with dosage escalation.
| Adverse Event | Tirzepatide 5 mg | Tirzepatide 10 mg | Tirzepatide 15 mg | Placebo |
|---|---|---|---|---|
| Nausea | 24. 6% | 33. 3% | 31. 0% | 9. 5% |
| Diarrhea | 18. 7% | 21. 2% | 23. 0% | 7. 3% |
| Vomiting | 8. 3% | 10. 7% | 12. 2% | 1. 7% |
| Constipation | 16. 8% | 17. 1% | 11. 7% | 5. 8% |
While nausea and vomiting were prevalent, the specific diagnosis of gastroparesis remained rare in clinical trial settings. The SURMOUNT-5 trial, a head-to-head comparison between Zepbound (tirzepatide) and Wegovy (semaglutide) released in late 2024, provided serious comparative metrics. While Zepbound demonstrated superior weight loss efficacy (20. 2% vs. 13. 7%), GI-related discontinuation rates were comparable between the two agents. Notably, a 2025 retrospective cohort study analyzing real-world data found that while GLP-1 receptor agonists as a class carry a higher risk of GI events compared to non-incretin weight loss drugs (bupropion-naltrexone), tirzepatide users showed a statistically lower incidence of de novo gastroparesis diagnoses (2. 6 per 1, 000 person-years) compared to semaglutide users (6. 5 per 1, 000 person-years).
Labeling and Regulatory Warnings
In response to accumulating post-marketing reports, Eli Lilly updated the Zepbound prescribing information in late 2024 and early 2025. The FDA-approved label explicitly states that the drug has not been studied in patients with severe gastrointestinal disease, including severe gastroparesis, and is therefore not recommended for this population. This “Limitation of Use” serves as a serious defense point in MDL 3094, as the manufacturer that the medication was never intended for patients with pre-existing motility disorders. also, the label warns of “stomach problems, sometimes severe,” a broad categorization that encompasses the ileus and obstruction claims currently under litigation.
“Mounjaro and Zepbound have not been studied in patients with severe gastrointestinal disease, including severe gastroparesis, and are therefore not recommended in these patients.” , Eli Lilly Prescribing Information, updated January 2025.
The method of GIP agonism remains a focal point of scientific debate regarding safety. Preclinical models suggest GIP may have anti-emetic properties that could theoretically offset the nausea induced by GLP-1 activation. yet, the high rates of nausea and vomiting observed in the SURMOUNT trials indicate that GIP agonism does not fully negate the potent GI effects of GLP-1 receptor stimulation at therapeutic doses.
Gastroparesis Severity Index: Quantifying Plaintiff Hospitalization Records
Gastroparesis Severity Index: Quantifying Plaintiff Hospitalization Records

As of March 2026, the evidentiary core of Multidistrict Litigation (MDL) No. 3094 has shifted from establishing general causation to quantifying the specific severity of injuries alleged by over 3, 000 plaintiffs. While Eli Lilly and Company maintains that gastrointestinal side effects of Zepbound (tirzepatide) are transient and labeled, the plaintiffs’ steering committee is aggregating hospitalization records to define a cohort of “catastrophic injury” cases. This phase of discovery relies heavily on the Gastroparesis Cardinal Symptom Index (GCSI) and verified hospital admission data to distinguish between expected pharmacological action and actionable permanent harm.
The “Severity Threshold” in Discovery
The transition from initial pleadings to the selection of bellwether trial candidates has necessitated a rigorous sorting method. Judge Karen S. Marston’s case management orders have enforced a “severity threshold” for claims to proceed to the active discovery pool. The primary instrument for this quantification is the Plaintiff Fact Sheet (PFS), a sworn document that every claimant must submit. Unlike standard intake forms, the MDL 3094 PFS specifically demands granular data on medical interventions that exceed outpatient care.
Analysis of the PFS reveals that plaintiffs are required to document:
- Duration of Hospitalization: Exact admission and discharge dates for every GI-related event.
- Intervention Intensity: Specific coding for nasogastric (NG) tube placement, total parenteral nutrition (TPN), or surgical interventions such as pyloroplasty or gastric bypass reversal.
- Recidivism of Symptoms: The frequency of Emergency Department (ED) visits for dehydration or intractable vomiting after the cessation of the drug.
“The distinction between a side effect and an injury in this litigation is measured in hospital nights and surgical interventions. The court is filtering for cases where the ‘paralysis’ of the stomach necessitated mechanical life support in the form of feeding tubes.”
Aggregate Data: The Hospitalization Cohort
While the MDL docket remains sealed regarding individual plaintiff health records, aggregate safety data submitted to the FDA provides a proxy for the volume of severe cases entering the litigation pipeline. An analysis of the FDA Adverse Event Reporting System (FAERS) covering the period from Zepbound’s approval through the quarter of 2025 indicates a significant subset of users requiring inpatient care.
| Metric | Reported Cases | Percentage of Total Reports |
|---|---|---|
| Total Tirzepatide Reports | 65, 974 | 100% |
| Hospitalization Required | 2, 418 | 3. 7% |
| Life-Threatening Events | ~450 | 0. 7% |
| Disability/Permanent Damage | 181 | 0. 3% |
This 3. 7% hospitalization rate is the statistical battleground of the litigation. Plaintiffs that applied to the millions of prescriptions written, this percentage represents tens of thousands of patients exposed to severe risk. Defense counsel counters that this rate is consistent with the background morbidity of the obese and diabetic populations treated, citing the 2024 Digestive Disease Week (DDW) study which found tirzepatide had a lower adjusted odds ratio (aOR 0. 28) for gastroparesis compared to other GLP-1 receptor agonists.
Applying the Gastroparesis Cardinal Symptom Index (GCSI)
To standardize the subjective complaints of nausea and fullness, expert witnesses for the plaintiffs are utilizing the Gastroparesis Cardinal Symptom Index (GCSI). This validated medical instrument scores symptom severity across three subscales: Post-prandial fullness/early satiety, Nausea/vomiting, and Bloating. In the context of MDL 3094, the GCSI is being used to retrospectively score plaintiff medical records to demonstrate a “severity slope” that correlates with drug administration.
The litigation strategy involves mapping GCSI scores against hospital admission dates. A “Tier 1” injury is currently being defined by plaintiff firms as a case meeting three criteria:
- GCSI Total Score> 3. 0: Indicating moderate-to-severe load.
- Objective Diagnostic Confirmation: A Gastric Emptying Scintigraphy (GES) study showing>10% retention at 4 hours (or>60% at 2 hours).
- Inpatient Admission: At least one hospitalization lasting longer than 24 hours for dehydration, electrolyte imbalance, or obstruction.
The “Feeding Tube” Subset
The most contentious subset of the hospitalization records involves plaintiffs who required enteral feeding (feeding tubes). These cases represent the apex of the severity index and are being prioritized for chance bellwether selection in 2026. Medical records in the docket detail instances where patients developed “bezoars”, hardened masses of undigested food, that required endoscopic removal or surgical intervention.
The JAMA study published in October 2023, which established a 3. 67 times higher risk of gastroparesis for GLP-1 users compared to those on bupropion-naltrexone, serves as the epidemiological anchor for these claims. yet, the legal argument focuses on the permanence of the condition. Plaintiffs with hospitalization records dated months after drug cessation are being used to challenge the “transient side effect” defense. The presence of a feeding tube is argued to be prima facie evidence that the injury is not a “side effect” a fundamental alteration of the patient’s physiology.
Bellwether Selection
As Judge Marston moves the MDL toward its trials, the hospitalization records are the primary filter. The court has indicated that “representative” cases must be selected, the definition of representative is disputed. Plaintiffs seek to put the most severe “feeding tube” cases before a jury to maximize emotional impact and damage awards. The defense these are statistical outliers that do not reflect the experience of the average user. The resolution of this dispute determine the “severity profile” of the bellwether trials scheduled for later in 2026, setting the price tag for the alleged injuries.
Lilly's Labeling Defense: Timeline of Gastrointestinal Warning Updates 2023-2025
Lilly’s Labeling Defense: Timeline of Gastrointestinal Warning Updates 2023-2025
The “Section 5. 2” Defense Strategy
In the high- arena of Multidistrict Litigation (MDL) No. 3094, Eli Lilly’s primary defense against failure-to-warn claims rests on a specific paragraph in the Zepbound (tirzepatide) prescribing information since its launch. Unlike competitors who faced criticism for vague initial warnings, Lilly that Zepbound’s FDA-approved label explicitly addressed the condition at the heart of the litigation: gastroparesis.
Upon its approval on November 8, 2023, the Zepbound label included “Severe Gastrointestinal Disease” under Section 5. 2 of the Warnings and Precautions. The text stated: “Zepbound has not been studied in patients with severe gastrointestinal disease, including severe gastroparesis, and is therefore not recommended in these patients.” Lilly’s legal team contends this exclusion constitutes a clear warning to prescribers, triggering the learned intermediary doctrine. By advising doctors against prescribing the drug to patients with existing stomach paralysis, the manufacturer it discharged its duty to warn, a position central to their preemption motions filed in the Eastern District of Pennsylvania.
Chronology of Label Modifications (2023-2025)
The evolution of the Zepbound label reveals a reactive strategy to emerging adverse event data. While the core “Severe Gastrointestinal Disease” warning remained constant, specific sections were expanded to address downstream complications of delayed gastric emptying, such as aspiration and renal failure.
| Date | Section Modified | Key Change / Addition | Context |
|---|---|---|---|
| Nov 8, 2023 | Launch Label | Section 5. 2: Warning for “Severe Gastrointestinal Disease” (including gastroparesis). Section 5. 5: Acute Pancreatitis warning. |
Initial FDA Approval. |
| Mar 2024 | Revisions | Minor administrative updates; no substantive change to GI warning language. | Post-launch review. |
| Oct 2024 | Section 5. 10 | Pulmonary Aspiration: Added warning regarding risks during general anesthesia due to residual gastric contents. | Response to reports of aspiration in patients fasting before surgery. |
| Dec 27, 2024 | Section 5. 5 | Acute Pancreatitis: Updated with specific incidence rates from clinical trials (0. 84 cases per 100 patient-years). | FDA safety signal evaluation. |
| Jun 2025 | Section 5. 3 | Acute Kidney Injury: Strengthened language linking dehydration from GI side effects (vomiting/diarrhea) to renal failure. | with Mounjaro label updates. |
| Late 2025 | Section 6. 2 | Postmarketing Experience: “Ileus” formally listed as an adverse reaction. | Accumulation of FAERS data. |
The “Ileus” gap
A serious point of contention in MDL 3094 involves the timing of the “ileus” (intestinal blockage) warning. Plaintiffs note that the FDA required Novo Nordisk to add “ileus” to the Ozempic label in September 2023, two months before Zepbound’s approval. Yet, Zepbound’s initial November 2023 label did not list “ileus” in the Warnings and Precautions or Adverse Reactions sections, even with the drugs sharing a similar method of action regarding gastric slowing.
Lilly maintains that clinical trial data for tirzepatide did not show a statistically significant signal for ileus at the time of approval. The term was eventually added to Section 6. 2 (Postmarketing Experience) in late 2025, a delay that plaintiffs exposed early adopters to undisclosed risks. The defense counters that the broad warning for “Severe Gastrointestinal Disease” encompassed conditions like ileus, rendering a specific line item redundant for the purpose of alerting a learned intermediary.
Preemption and the October 2024 Order
The strategic importance of these label iterations became clear in October 2024, when Judge Karen S. Marston issued Case Management Order No. 18. The court bifurcated discovery to prioritize the problem of preemption, specifically whether federal law prohibited Lilly from adding stronger warnings unilaterally.
Lilly’s “impossibility preemption” argument asserts that because the FDA approved the Zepbound label with the “Severe Gastrointestinal Disease” language, and did not mandate a “Boxed Warning” for GI problem even with having the authority to do so, state law claims demanding such warnings are preempted. The timeline supports this defense: the FDA actively reviewed and updated the label in October and December 2024 without requiring a “gastroparesis” Boxed Warning, suggesting the agency viewed the existing warnings as adequate.
Legal Analysis: “The inclusion of ‘severe gastroparesis’ in the exclusion criteria of the initial label is Lilly’s strongest asset. It allows them to that they did not hide the risk, rather identified the exact population who should avoid the drug. Plaintiffs must prove that this exclusion was insufficient to convey the magnitude of the risk to a reasonable physician.” , MDL 3094 Docket Entry 276, Defense Motion Summary.
Comparison with Semaglutide Labeling
The distinction between tirzepatide (Zepbound) and semaglutide (Wegovy/Ozempic) labeling is a focal point for the defense. While Novo Nordisk’s labels for semaglutide mentioned “delayed gastric emptying” as a method of action, Lilly’s Zepbound label placed the concept of “gastroparesis” directly in the Warnings and Precautions section (5. 2) as a condition to avoid.
This subtle placement difference allows Lilly to a higher level of transparency. In 2025, as case volumes surged, Lilly’s counsel emphasized this distinction in status conferences, claiming that no doctor reading the Zepbound label could claim ignorance of the drug’s chance to exacerbate or mimic gastroparesis. Plaintiffs, yet, contend that “not studied in” is a scientific disclaimer, not a safety warning, and fails to alert users that the drug could cause the condition de novo in healthy patients.
Internal Communications: Discovery Production Regarding Clinical Trial GI Data
Internal Communications: Discovery Production Regarding Clinical Trial GI Data
As of March 5, 2026, the discovery phase in In re: Glucagon-like Peptide-1 Receptor Agonists (GLP-1 RAs) Products Liability Litigation (MDL No. 3094) has reached a pivotal juncture. With the expert discovery deadline set for the end of this month, plaintiffs’ leadership has focused heavily on internal Eli Lilly communications that allegedly contradict public safety statements regarding Zepbound (tirzepatide). Following the completion of fact discovery on July 2, 2025, the litigation has shifted to the “battle of the experts,” where the admissibility of internal clinical trial data is central to the upcoming Daubert hearings.
The “Silent” Data in SURMOUNT Trials
Court filings from late 2025 indicate that plaintiffs have obtained unredacted internal correspondence regarding the SURMOUNT clinical trial program. These documents reportedly show that Eli Lilly executives discussed gastrointestinal adverse events, specifically gastroparesis and ileus, at rates higher than those initially disclosed in marketing materials. While the public label for Zepbound was updated in late 2023 to include warnings for “severe gastrointestinal disease,” plaintiffs that internal data from 2021 and 2022 already evidenced a causal link that was not communicated to prescribing physicians.
“The gap between the raw clinical event logs and the sanitized safety summaries presented to the FDA is the smoking gun of this litigation. We are seeing internal emails where safety teams flag ‘stomach paralysis’ signals that never made it to the ‘Key Safety Information’ distributed to sales reps.”
, Statement from Plaintiffs’ Co-Lead Counsel, February 2026 Status Conference.
Judicial Rulings on Scope of Production
Presiding Judge Karen S. Marston has issued strict orders regarding the scope of this production. While an October 2024 ruling initially limited discovery to FDA-approved labeling and preemption problem, the scope was subsequently expanded in mid-2025 to include “custodial files” of key decision-makers involved in the SURMOUNT and SURPASS trials. This expansion forced Eli Lilly to produce over 2. 5 million pages of internal emails, safety committee meeting minutes, and pharmacovigilance reports. The defense maintains that all relevant GI safety data was shared with the FDA, arguing that federal labeling regulations preempt state-law failure-to-warn claims.
Key Discovery Metrics (March 2026)
| Discovery Category | Status / Metric |
|---|---|
| Fact Discovery Deadline | Completed (July 2, 2025) |
| Expert Discovery Deadline | March 31, 2026 |
| Total Pending Actions (MDL 3094) | 3, 191 (as of Feb 2026) |
| Key Document Tranche | SURMOUNT-1 & SURMOUNT-2 Adverse Event Logs |
| Bellwether Trial Start | Scheduled for Mid-2026 |
Expert Analysis of “Raw” SAS Datasets
A serious component of the current expert discovery phase involves the re-analysis of raw SAS (Statistical Analysis System) datasets produced by Eli Lilly. Plaintiffs’ biostatisticians are currently submitting reports alleging that the “discontinuation due to adverse events” metric in the Zepbound trials masked the severity of gastroparesis cases. The internal communications reveal debates among Lilly scientists on how to categorize “delayed gastric emptying”, whether as a method of action for weight loss or as a distinct adverse safety signal. This distinction is expected to be the focal point of the bellwether trials scheduled for mid-2026.
Bellwether Trial Selection: Criteria for Zepbound-Specific Test Cases
Bellwether Trial Selection: Criteria for Zepbound-Specific Test Cases
As of March 5, 2026, the trajectory of Multidistrict Litigation (MDL) No. 3094 has crystallized around the selection of initial “bellwether” test cases, a process presided over by Judge Karen S. Marston in the Eastern District of Pennsylvania. Following the strategic pivot in late 2025 to address “cross-cutting” legal problem, the criteria for selecting Zepbound (tirzepatide) specific cases have emerged as a distinct and serious battleground. Unlike the broader pool of diabetes-indicated claims (Mounjaro, Ozempic), Zepbound cases represent a unique “weight loss” cohort that isolates the pharmacological impact of GLP-1/GIP dual agonists from the confounding variable of diabetes-induced gastroparesis.
The “Objective Evidence” Gatekeeper: The August 2025 Ruling
The most significant filter for Zepbound bellwether eligibility was established by Judge Marston’s ruling on August 15, 2025. In a decisive 78-page memorandum, the Court mandated that plaintiffs must provide objective medical evidence of gastroparesis to survive the initial vetting for trial selection. This ruling fundamentally altered the pool of eligible Zepbound test cases.
Under this protocol, a clinical diagnosis based solely on symptom reporting (nausea, vomiting, abdominal pain) is insufficient for bellwether consideration. Instead, the Court requires a Gastric Emptying Scintigraphy (GES) study, the “gold standard” diagnostic test, demonstrating delayed gastric emptying. For Zepbound plaintiffs, this creates a rigorous threshold:
Bellwether Admissibility Standard (MDL 3094):
“To be considered for the initial bellwether trial pool, a Plaintiff must present a Gastric Emptying Study (GES) conducted in accordance with the American Neurogastroenterology and Motility Society (ANMS) standards, confirming retention of>10% of the meal at 4 hours, or>60% at 2 hours.”
This requirement has disproportionately impacted the Zepbound docket. Because Zepbound was approved (November 2023) and frequently prescribed via telehealth platforms where physical diagnostic testing is less common, a significant percentage of early Zepbound claimants absence this specific objective data. Consequently, the bellwether pool has narrowed to a set of “medically perfect” cases where the injury is irrefutably documented.
The “Clean Causation” Strategy: Why Zepbound Cases Matter
The selection of Zepbound cases for the bellwether trials, scheduled to commence in mid-2026, is driven by opposing strategic imperatives from the Plaintiffs’ Executive Committee (PEC) and Eli Lilly’s defense team.
For the plaintiffs, Zepbound cases are legally potent because they involve non-diabetic patients. In Mounjaro or Ozempic cases, the defense frequently that the plaintiff’s underlying Type 2 diabetes is the actual cause of the gastroparesis (autonomic neuropathy), rather than the drug itself. Zepbound, indicated specifically for chronic weight management, allows plaintiffs to present a “cleaner” causation argument: a healthy individual with no history of gastrointestinal motility problem who developed severe gastroparesis immediately following tirzepatide administration.
To counter this, Eli Lilly has focused its bellwether selection criteria on the Warning Label Timeline. The defense that Zepbound’s labeling, from its initial FDA approval, contained more strong warnings regarding gastrointestinal adverse reactions compared to the early versions of the Ozempic or Mounjaro labels. Lilly’s criteria for preferred defense picks include:
| Selection Factor | Plaintiff Preference | Defense (Eli Lilly) Preference |
|---|---|---|
| Comorbidities | No history of diabetes, thyroid disease, or prior GI surgery. | History of bariatric surgery or hypothyroidism (alternative causes). |
| Usage Duration | Short-term use (acute injury) to prove immediate toxicity. | Long-term use with intermittent symptoms (suggesting tolerance). |
| Prescribing Physician | Telehealth provider (argument for insufficient warning transmission). | Specialist/Endocrinologist (assumed “learned intermediary” knowledge). |
| Diagnostic Evidence | Severe GES retention (>20% at 4 hours) + hospitalization. | Borderline GES results or testing done while still on medication. |
The “Active Drug” Confounder in Testing
A contentious technical criterion in the 2026 selection process involves the timing of the diagnostic test. Medical literature indicates that GLP-1 RAs delay gastric emptying as a method of action. The defense contends that a GES performed while the patient is still taking Zepbound shows the drug working as intended, rather than a permanent injury (gastroparesis).
Judge Marston’s case management orders have addressed this by prioritizing bellwether candidates whose gastric emptying delay after discontinuation of the drug. Cases where the plaintiff’s motility returned to normal immediately upon stopping Zepbound are being systematically deprioritized for the initial trial slots, as they fail to support the “permanent injury” damages model. This “washout period” requirement has further refined the Zepbound test case list to those alleging irreversible vagal nerve damage.
Current Status of the Bellwether Pool
As of Q1 2026, the parties have identified a preliminary pool of 12 Zepbound-specific cases for workup, distinct from the Mounjaro and Ozempic tracks. These cases are currently undergoing “core discovery,” involving the deposition of prescribing physicians and the collection of granular pharmacy records.
The selection of these specific files highlights the litigation’s focus on the 2024 Prescription Window, the period after Zepbound’s launch before chance label updates in late 2024/2025. This window represents the peak exposure period for “failure to warn” claims before widespread public awareness of the “stomach paralysis” risk solidified. The outcome of these specific Zepbound bellwether trials likely dictate the settlement values for the thousands of weight-loss-specific claims pending in the MDL.
Daubert Hearing Status: Admissibility of Causation Experts in 2026

SECTION 8: Daubert Hearing Status: Admissibility of Causation Experts in 2026
As of March 5, 2026, the evidentiary phase of MDL 3094 has reached its most precarious juncture: the Daubert challenges regarding general causation. Following the close of expert discovery in early March 2026, Judge Karen S. Marston is poised to adjudicate the admissibility of scientific testimony linking tirzepatide (Zepbound/Mounjaro) to permanent gastroparesis. This stage marks the transition from broad procedural maneuvering to a granular examination of the scientific methodologies used by plaintiffs to isolate drug-induced injury from background diabetic complications.
The “Cross-Cutting” Threshold: Diagnostic Standards
Before addressing general causation, the court prioritized “cross-cutting” problem in late 2025 to filter the plaintiff pool. The central dispute involved the diagnostic criteria for gastroparesis. Eli Lilly successfully argued that a diagnosis based solely on symptom reporting (nausea, vomiting) is scientifically unreliable without objective verification.
The defense team, leveraging testimony from gastroenterology experts, established that the “gold standard” for diagnosis is a 4-hour scintigraphic gastric emptying study (GES). In pre-Daubert briefings, Lilly contended that plaintiffs absence a GES cannot methodologically prove they suffer from gastroparesis rather than functional dyspepsia or cyclic vomiting syndrome. Consequently, the admissibility of plaintiff experts hinges on whether their differential diagnosis methodologies can validly include patients who never underwent this specific testing.
Plaintiff Expert Strategy: Epidemiological Weight
Plaintiffs’ leadership has experts relying heavily on epidemiological data published between 2023 and 2025 to establish general causation. Their primary evidentiary pillars include:
| Study / Source | Key Finding Utilized by Experts | Defense Challenge |
|---|---|---|
| JAMA (2023/2024) | GLP-1 agonists associated with 3. 67x higher risk of gastroparesis compared to bupropion-naltrexone. | Study conflates “delayed emptying” (method of action) with “gastroparesis” (disease state). |
| BMJ Analysis (2024) | Dose-dependent correlation between GLP-1/GIP receptor occupancy and severe GI adverse events. | Data relies on insurance codes (ICD-10) rather than verified clinical diagnoses. |
| FDA FAERS Data | Spike in “stomach paralysis” reports post-2022. | Passive reporting system absence causality verification and is subject to media-driven stimulation. |
Plaintiff experts that tirzepatide’s dual agonist method (targeting both GLP-1 and GIP receptors) creates a more potent inhibitory effect on gastric motility than single-agonist drugs like semaglutide. They posit that for a subset of patients, this temporary pharmacological delay precipitates a permanent neuromuscular injury to the stomach, a condition they term “irreversible drug-induced gastroparesis.”
Defense Strategy: The “Background Rate” and Preemption
Eli Lilly’s defense rests on two scientific prongs intended to exclude plaintiff experts under Federal Rule of Evidence 702:
“The scientific literature does not support the existence of ‘permanent’ gastroparesis caused by tirzepatide. The medication’s known method is to delay gastric emptying; once the drug is discontinued, motility returns to baseline. Any persistent symptoms are attributable to underlying comorbidities, specifically diabetes mellitus.”
1. The Diabetic Confounder:
Lilly’s experts highlight that the majority of Mounjaro users have Type 2 diabetes, a disease where gastroparesis is a known complication affecting up to 40% of patients. The defense that plaintiff experts have failed to reliably rule out diabetes as the sole cause of the injury. They contend that without baseline gastric emptying data prior to drug initiation, it is scientifically impossible to attribute post-treatment gastroparesis to the drug rather than the progression of the underlying disease.
2. The Labeling Preemption:
While technically a legal argument, this bleeds into the Daubert hearings. Lilly asserts that the FDA-approved label explicitly warns of “delayed gastric emptying.” Defense experts testify that “gastroparesis” is simply the medical term for the very effect the drug is designed to induce for glycemic control. They that plaintiff experts are engaging in semantic manipulation by relabeling a known, warned-about side effect as a injury.
Science Day Recalibration
The “Science Day” held on September 4, 2024, provided the foundational education for Judge Marston, the scientific has shifted since then. During that session, parties presented objective overviews of the incretin system., in 2026, the dispute has moved from how the drugs work to how long their effects last. The court must decide if an expert can admissible testify that a drug with a half-life of 5 days can cause stomach paralysis months after discontinuation.
Upcoming 2026 Milestones
With expert reports exchanged, the court has scheduled the Daubert hearings to commence in Q2 2026. These hearings determine which experts survive to testify in the bellwether trials slated for late 2026. If Judge Marston excludes the plaintiffs’ general causation experts, specifically on the problem of “permanency”, the bulk of the gastroparesis claims in MDL 3094 could face summary dismissal, leaving only claims involving acute injuries like ileus or aspiration.
FAERS Database Query: 24-Month Trend in Tirzepatide Stomach Paralysis Reports
FAERS Database Query: 24-Month Trend in Tirzepatide Stomach Paralysis Reports
An analysis of the FDA Adverse Event Reporting System (FAERS) public dashboard reveals a statistically significant surge in gastrointestinal injury reports associated with tirzepatide (marketed as Mounjaro and Zepbound) over the 24-month period ending December 31, 2025. The that patient reports of severe gastric stasis and paralysis have outpaced the prescription growth rate, signaling a chance safety signal that exceeds the “mild to moderate” gastrointestinal side effects described in the manufacturer’s labeling.
Volume Analysis: The 2024-2025 Surge
Between January 1, 2024, and December 31, 2025, the volume of adverse event (AE) reports citing tirzepatide as the “primary suspect” for gastrointestinal disorders increased exponentially. In 2022, the full year of Mounjaro’s market availability, FAERS recorded approximately 1, 423 gastrointestinal-specific reports. By the close of 2024, that figure had climbed to 8, 133, a 471% increase. Preliminary data for 2025 confirms this trajectory has not plateaued, with Q1 2025 alone recording over 2, 700 GI-specific incidents.
This escalation correlates with the FDA approval of Zepbound for chronic weight management in late 2023, which introduced a broader, non-diabetic patient population to high-dose tirzepatide therapy. The reporting trend lines show a distinct inflection point in Q4 2023, followed by sustained high-volume reporting throughout 2024 and 2025.
| Reporting Period | Total Tirzepatide Reports | GI-Specific Reports | % Increase (Year-over-Year) |
|---|---|---|---|
| 2022 (Full Year) | 4, 931 | 1, 423 | , |
| 2023 (Full Year) | 20, 600 | 4, 105 | +188% |
| 2024 (Full Year) | 37, 854 | 8, 133 | +98% |
| 2025 (Projected*) | 42, 500+ | 11, 200+ | +37% |
| *Projection based on Q1-Q3 2025 verified filings. Source: FDA FAERS Public Dashboard. |
Specific Adverse Event Codes: Gastroparesis and Ileus
The granularity of the FAERS data exposes a troubling prevalence of specific Preferred Terms (PTs) related to stomach paralysis. While general terms like “nausea” and “vomiting” remain the most frequent complaints, serious specific diagnoses such as “Gastroparesis,” “Impaired Gastric Emptying,” and “Intestinal Obstruction” have appeared with increasing frequency.
In 2024, reports explicitly citing “Impaired Gastric Emptying” and “Delayed Gastric Emptying” showed a Reporting Odds Ratio (ROR) significantly higher than the background rate for other glucose-lowering therapies. The data identifies a clear signal for “ileus” (intestinal blockage) and “gastrointestinal obstruction,” conditions that require immediate medical intervention and frequently necessitate hospitalization. Unlike transient nausea, these conditions represent mechanical or functional failures of the digestive system.
Data Insight: In 2024, for every 1 report of “gastroparesis” associated with standard oral type 2 diabetes medications (e. g., metformin), there were approximately 14 reports associated with GLP-1/GIP receptor agonists, indicating a disproportionate risk profile.
Severity and Hospitalization Metrics
A serious component of the MDL 3094 plaintiffs’ argument is the severity of the injuries, which contradicts the “transient” nature of side effects suggested by marketing materials. The FAERS data supports this contention. Of the tirzepatide-associated GI reports filed in 2024 and 2025, approximately 20. 3% listed “Hospitalization” as the outcome. This is a marked deviation from the safety profile of older weight-loss interventions.
The “Serious” outcome flag in the FAERS database was attached to nearly 98% of cases where outcome data was available in the 2024 dataset. This high percentage suggests that patients and physicians are primarily motivated to report incidents only when they escalate to emergency levels, implying a vast underreporting of sub-acute gastroparesis cases. The “tip of the iceberg” phenomenon is well-documented in pharmacovigilance; for every severe case reported to FAERS, an estimated 10 to 100 less severe cases go unreported.
Demographic Distribution of Reports
The demographic breakdown of the 2024-2025 FAERS data skews heavily towards female patients, who account for approximately 75% of all tirzepatide-related GI reports. The median age of the affected population is 50 years, with the highest concentration of reports coming from the 40, 59 age bracket. This demographic profile aligns with the primary user base for Zepbound also biological susceptibility to GLP-1/GIP induced gastric slowing in middle-aged women.
Notably, the data shows no significant correlation between the duration of use and the onset of severe gastroparesis. Reports indicate that stomach paralysis can occur as early as the month of therapy (median time-to-onset ~26 days) or manifest after months of tolerated use, complicating the “titration” defense frequently used by manufacturers to explain away GI distress.
Signal Detection: ROR and Disproportionality
Pharmacovigilance experts use disproportionality analysis to identify safety signals. For tirzepatide, the Reporting Odds Ratio (ROR) for gastrointestinal disorders in 2024 was calculated at 2. 66, meaning these events are reported more than twice as frequently for tirzepatide than for all other drugs in the database combined. Specific signals for “pancreatitis” and “intestinal obstruction” also showed elevated ROR values, reinforcing the biological plausibility that the drug’s method of slowing gastric emptying can lead to pathological stasis in susceptible individuals.
The persistence of these high ROR values through 2025 suggests that the increase in raw numbers is not a function of increased prescriptions reflects an intrinsic property of the drug’s interaction with the gastrointestinal tract. As the MDL proceeds, this FAERS data likely serve as a foundational element in establishing general causation, moving the argument from anecdotal patient complaints to verified statistical trends.
Mounjaro vs. Zepbound: Differentiating Off-Label Use in Litigation Cohorts
Mounjaro vs. Zepbound: Differentiating Off-Label Use in Litigation Cohorts
The consolidation of claims within MDL 3094 involves a pharmacological singularity: two distinct brand names, Mounjaro and Zepbound, contain the exact same active ingredient, tirzepatide. yet, the legal liability attaching to each brand differs radically based on FDA approval timelines, labeling evolution, and the specific demographics of the patient cohorts. As of March 2026, Judge Karen S. Marston and the MDL leadership have been forced to bifurcate discovery tracks to account for the “off-label” Mounjaro cohort, a group that represents a significant procedural hazard for Eli Lilly.
The “Gap Period” Cohort: May 2022 to November 2023
The primary friction point in the tirzepatide litigation centers on the eighteen-month window between Mounjaro’s FDA approval for Type 2 diabetes (May 13, 2022) and Zepbound’s approval for chronic weight management (November 8, 2023). During this “gap period,” Mounjaro was the only legal source of tirzepatide. Consequently, physicians prescribed it off-label to non-diabetic patients seeking weight loss, creating a massive cohort of plaintiffs who used a diabetes drug without having diabetes. Data from Truveta indicates that by mid-2023, approximately 56% of new prescriptions for GLP-1/GIP receptor agonists like Mounjaro were written for patients with no history of Type 2 diabetes. This statistic is serious for the litigation. It establishes that the majority of Mounjaro users during the drug’s launch phase were using it for an unapproved indication, a fact plaintiffs Eli Lilly was aware of and tacitly encouraged. For the defense, this off-label use complicates the “learned intermediary” doctrine. Lilly contends that physicians were responsible for assessing the risks of off-label use. yet, plaintiffs’ attorneys that because Mounjaro’s label during this period focused on diabetic clinical trials, it failed to adequately warn non-diabetic patients about the severity of gastrointestinal paralysis, a condition that presents differently in healthy, non-diabetic physiology.
Labeling Evolution and the “Ileus” Warning
The strength of the failure-to-warn claims varies significantly depending on when the plaintiff was prescribed the drug. The FDA approved updates to the Mounjaro label in September 2023 to include warnings about “ileus” (intestinal blockage). * **Pre-September 2023 Mounjaro Plaintiffs:** These claimants possess the strongest failure-to-warn arguments. They contend they were prescribed Mounjaro for weight loss (off-label) or diabetes (on-label) before the label explicitly mentioned ileus. * **Post-November 2023 Zepbound Plaintiffs:** When Zepbound launched in November 2023, its initial label already included warnings regarding ileus and severe gastrointestinal adverse reactions. Consequently, Zepbound plaintiffs face a higher evidentiary hurdle; they must prove that the provided warnings were insufficient even with being present at launch, or pivot to “design defect” claims arguing the drug is inherently too dangerous regardless of warnings.
The “Diabetic Gastroparesis” Defense Variable
A central pillar of Eli Lilly’s defense strategy relies on the medical reality of diabetic gastroparesis. Long-term Type 2 diabetes can damage the vagus nerve, naturally causing delayed gastric emptying independent of any medication. For **Mounjaro on-label plaintiffs** (those with Type 2 diabetes), Lilly’s defense team routinely files motions to dismiss based on alternative causation. They that the plaintiff’s underlying diabetes, not the tirzepatide, caused the stomach paralysis. Medical records showing high HbA1c levels or pre-existing neuropathy are used to buttress this defense. For **Mounjaro off-label plaintiffs** and **Zepbound plaintiffs** (those with obesity *without* diabetes), this defense collapses. These patients generally absence the underlying pathology that causes spontaneous gastroparesis. If a non-diabetic patient with a healthy GI history develops permanent stomach paralysis after taking tirzepatide, the causal link to the drug becomes difficult for the defense to sever. This makes the “off-label Mounjaro” cohort specifically dangerous to Lilly: they absence the diabetic confounding factor possess the “weak label” argument from the pre-2023 period.
Litigation Cohort Comparison
The following table outlines the three distinct plaintiff categories currently being sorted in the Eastern District of Pennsylvania:
| Cohort | Prescription Window | Primary Indication | Label Status at Time of Use | Defense Strength |
|---|---|---|---|---|
| Mounjaro (On-Label) | May 2022 , Present | Type 2 Diabetes | No Ileus Warning (Pre-Sept 2023) | High: Defense cites underlying diabetes as alternative cause of injury. |
| Mounjaro (Off-Label) | May 2022 , Nov 2023 | Obesity (No Diabetes) | No Ileus Warning | Low: No diabetic history to blame; label absence specific warnings for this population. |
| Zepbound (On-Label) | Nov 2023 , Present | Obesity | Ileus Warning Included | Medium: Stronger label defense, no alternative causation (diabetes) to cite. |
Discovery in 2026
As of March 2026, Judge Marston has directed the parties to select bellwether cases that represent each of these distinct profiles. The selection process has become a tactical battleground. Plaintiffs’ leadership seeks to advance “clean” cases from the Mounjaro Off-Label cohort, specifically, younger, non-diabetic individuals who suffered permanent GI injury before the September 2023 label update. Eli Lilly, conversely, is pushing to prioritize Zepbound cases (where the warning was explicit) or Mounjaro cases involving patients with long-standing, uncontrolled diabetes. The outcome of the bellwether trials likely hinge on whether juries believe the “off-label” promotion of Mounjaro created a patient population that was exposed to risks without the protections of a label designed for their specific condition. The distinction between the Mounjaro and Zepbound cohorts is no longer just a matter of branding; it is the defining line for liability in MDL 3094.
Reference Note: The distinction between “on-label” and “off-label” use in product liability does not absolve the manufacturer if they knowingly promoted the off-label use. Discovery in MDL 3094 has focused heavily on internal Lilly communications regarding the “obesity market” prior to Zepbound’s official approval.
State Court Divergence: New Jersey and Indiana Dockets vs. Federal MDL
As of March 5, 2026, the litigation for Eli Lilly regarding Zepbound (tirzepatide) has fractured into three distinct procedural theaters: the federal Multidistrict Litigation (MDL No. 3094) in the Eastern District of Pennsylvania, the newly formed Multicounty Litigation (MCL) in New Jersey, and a strategic cluster of filings in Lilly’s corporate backyard of Marion County, Indiana. While MDL 3094 remains the primary repository for the vast majority of claims, numbering over 3, 000 actions, the state court dockets have emerged as serious ” points” where plaintiffs’ counsel are testing alternative legal theories and evidentiary standards.
The “Marston Standard” and the Federal Exodus
The defining event of late 2025 was the imposition of what defense counsel term the “Marston Standard” in the federal MDL. In a decisive case management order issued in November 2025, U. S. District Judge Karen S. Marston ruled that subjective reporting of gastroparesis symptoms, nausea, vomiting, or abdominal pain, was insufficient to survive summary judgment. Instead, the court mandated that plaintiffs produce objective medical evidence of gastric paralysis, specifically requiring a gastric emptying study (scintigraphy) or equivalent diagnostic metric (such as a SmartPill motility test) confirming delayed emptying.
This ruling raised the evidentiary bar for federal plaintiffs, threatening to dismiss hundreds of “symptom-only” cases. Consequently, the quarter of 2026 has witnessed a tactical migration. Plaintiffs seeking to avoid the strictures of the Marston Standard are increasingly filing in state jurisdictions where evidentiary thresholds for initial pleadings remain more fluid. This phenomenon has elevated the importance of the New Jersey and Indiana dockets, which serve as the primary alternatives to the federal consolidation.
New Jersey MCL: The Bergen County Alternative
On October 16, 2025, the Supreme Court of New Jersey formally the growing volume of GLP-1 receptor agonist litigation as Multicounty Litigation (MCL), assigning the docket to Judge Gregg A. Padovano in Bergen County. This designation bifurcated the litigation into two separate tracks: MCL No. 643 for gastrointestinal injuries and MCL No. 644 for vision loss (NAION) claims. For Zepbound specifically, MCL No. 643 has become the focal point for plaintiffs attempting to bypass federal preemption arguments and the strict diagnostic requirements of the MDL.
The in New Jersey is procedural impactful. Unlike the federal MDL, which prioritizes early vetting of claims through Plaintiff Fact Sheets (PFS) requiring diagnostic confirmation, the Bergen County MCL operates under New Jersey’s liberal pleading standards. As of February 2026, Judge Padovano has not yet issued a ruling equivalent to the Marston Standard. This regulatory lag has created a “safe harbor” for plaintiffs who may have clinical diagnoses of gastroparesis based on symptomatology absence the definitive four-hour scintigraphy data required in Philadelphia.
Judicial Assignment Note: The assignment of Judge Padovano in Bergen County, rather than the anticipated Middlesex County venue frequently used for pharmaceutical mass torts, signals a shift in New Jersey’s management of complex litigation. Bergen County is historically known for moving dockets aggressively, yet the absence of an immediate “objective proof” order suggests a willingness to allow discovery to proceed on broader terms than the federal court.
Data from the New Jersey Administrative Office of the Courts indicates that case filings in MCL No. 643 surged by 40% in January 2026 alone, with Zepbound-specific complaints constituting nearly a third of the docket. These complaints frequently allege that Eli Lilly’s warnings regarding “delayed gastric emptying” were buried in the method of action section of the label rather than the warnings section, a nuance that New Jersey state law may treat differently than federal failure-to-warn jurisprudence.
Indiana State Court: The “Home Turf” Strategy
Perhaps the most aggressive tactical maneuver by plaintiffs’ leadership is the accumulation of cases in the Marion Superior Court in Indianapolis, Indiana. By filing directly in Eli Lilly’s principal place of business, plaintiffs block the company from removing these cases to federal court based on diversity jurisdiction. Under 28 U. S. C. § 1441(b)(2), the “forum defendant rule” prevents a defendant from removing a case if they are a citizen of the state where the action is brought.
As of March 2026, the Indiana docket comprises approximately 145 active cases, a relatively small legally potent cohort. These cases are not consolidated into a formal mass tort docket like the MDL or NJ MCL, are instead proceeding as individual actions or small clusters before various judges in the Commercial and Civil divisions. This fragmentation presents a unique challenge for Lilly defense teams, who must litigate discovery disputes across multiple courtrooms simultaneously without the protection of a unified case management order.
The Indiana complaints differ substantively from their federal counterparts. They rely heavily on Indiana’s specific product liability statutes and consumer protection laws, alleging that Lilly’s marketing of Zepbound in its home state violated local deceptive trade practice acts. also, plaintiffs in Marion County are aggressively seeking internal corporate documents that may not yet be producible in the federal MDL, targeting executive emails and board-level minutes regarding the decision to update the Zepbound label in late 2024.
Comparative Docket Metrics: Q1 2026
The following table illustrates the in case volume and procedural status across the three primary venues as of March 5, 2026.
| Metric | Federal MDL 3094 (EDPA) | New Jersey MCL 643 (Bergen Cty) | Indiana State Court (Marion Cty) |
|---|---|---|---|
| Presiding Judge | Judge Karen S. Marston | Judge Gregg A. Padovano | Various (No Consolidation) |
| Total Pending Actions | 3, 063+ | ~185 | ~145 |
| Evidentiary Standard | Objective (Scintigraphy Required) | Subjective/Clinical (Pending Ruling) | Standard Civil Discovery |
| Discovery Phase | Advanced (Close: Mar 2026) | Initial / Document Production | Interrogatories / Depositions |
| Primary Defense | Preemption / Label Adequacy | Failure to Warn (State Law) | Consumer Fraud / Deceptive Acts |
Discovery Asymmetry and Preemption Battles
The extends beyond mere case counts to the scope of discovery. In the Eastern District of Pennsylvania, Judge Marston has strictly limited discovery to “general causation” problem, specifically, whether tirzepatide is capable of causing permanent gastroparesis. This “science- ” method has paused much of the internal corporate discovery until the plaintiffs can prove the biological plausibility of their claims.
In contrast, the New Jersey and Indiana courts have not bifurcated discovery to the same extent. Plaintiffs in Bergen County have successfully argued for the production of sales representative call notes and marketing materials earlier in the litigation process. This “discovery asymmetry” means that documents unearthed in the state proceedings could chance be used to the federal plaintiffs’ arguments, creating a feedback loop that Lilly is desperate to sever.
also, the preemption defense, Lilly’s argument that FDA regulations prohibited them from unilaterally changing the Zepbound label, plays out differently in state courts. While the Third Circuit (governing the MDL) has rigorous precedent on “impossibility preemption,” New Jersey state courts have historically been more skeptical of this defense, frequently requiring a “clear evidence” standard that the FDA would have rejected a stronger warning. This legal nuance makes the Bergen County MCL a high-risk venue for Lilly, as a state court ruling against preemption could anchor liability even if the federal MDL dismisses claims on similar grounds.
Future Trajectory: The Bellwether Race
The test of this be the race to the bellwether trial. The federal MDL has scheduled its trials for mid-2026. yet, the New Jersey MCL, known for its “rocket docket” pacing, could theoretically accelerate a case to trial by late 2026 or early 2027. If a New Jersey jury returns a verdict before the federal bellwethers conclude, it could set a settlement floor that undermines the MDL’s structured negotiation process.
Conversely, if the Indiana courts dismiss the “home turf” cases on state statutory grounds, or if Judge Padovano in New Jersey adopts the Marston Standard regarding objective testing, the state court use would evaporate, forcing a global resolution within the federal framework. As of March 2026, yet, the remains wide, with plaintiffs actively exploiting the gaps between federal rigor and state court permissiveness.
Telehealth Intermediaries: Liability Layers in Direct-to-Consumer Prescriptions
Telehealth Intermediaries: Liability in Direct-to-Consumer Prescriptions

The rapid proliferation of direct-to-consumer (DTC) telehealth platforms has introduced a volatile new variable into the liability structure of Multidistrict Litigation (MDL) No. 3094. As of March 2026, the traditional “learned intermediary” defense, which historically shielded pharmaceutical manufacturers by placing the duty to warn on the prescribing physician, is facing an stress test. The integration of vertically integrated prescription models, such as LillyDirect, and the aggressive marketing of third-party telehealth services have blurred the lines between manufacturer, prescriber, and dispenser, creating a complex web of liability that plaintiffs’ counsel are actively.
The of the Learned Intermediary Doctrine
For decades, pharmaceutical defense relied on the premise that a doctor acts as a sophisticated gatekeeper, weighing risks and benefits for each patient. yet, the operational reality of high-volume telehealth prescribing for Zepbound (tirzepatide) challenges this assumption. In 2025 alone, industry that telehealth platforms facilitated over 35% of new GLP-1 receptor agonist prescriptions, of which utilized asynchronous (text-based) evaluations rather than real-time video consultations.
Plaintiffs in MDL 3094 that this ” ” prescribing model reduces the physician’s role to a rubber stamp, removing the “learned” element from the intermediary. Legal filings from late 2025 highlight instances where patients received Zepbound prescriptions within minutes of completing an online questionnaire, with no review of medical records for pre-existing gastrointestinal conditions like gastroparesis. This commoditization of medical oversight is central to the plaintiffs’ argument that Eli Lilly’s direct marketing and partnership with telehealth fulfillment centers bypasses the physician entirely, so imposing a direct duty to warn the consumer.
LillyDirect and the Verticalization of Risk
The launch and expansion of LillyDirect have placed Eli Lilly in a unique legal position compared to its competitors. By creating a direct channel that connects patients with independent telehealth providers and pharmacy fulfillment services, Lilly has arguably shortened the chain of custody for both the product and the warning information. While Lilly maintains that the telehealth providers are independent entities, the structural design of the platform is under scrutiny.
“The distinction between a manufacturer and a healthcare provider collapses when the manufacturer curates the network, the transaction, and directly profits from the prescription volume generated by that specific channel.”
, Excerpt from Plaintiffs’ Steering Committee Brief on Discovery Scope, January 14, 2026
Discovery documents produced in Q1 2026 reveal that the “standard of care” used by partner telehealth providers were heavily influenced by manufacturer-supplied efficacy data, chance at the expense of strong safety screening for gastrointestinal motility disorders. If the court finds that Lilly exercised functional control over the prescribing criteria used by these “independent” intermediaries, the company could face direct liability for medical negligence, a claim reserved for malpractice suits against individual doctors.
Third-Party Telehealth and the “Corporate Practice of Medicine”
Beyond Lilly’s own ecosystem, the MDL is with the role of third-party platforms (e. g., Ro, Hims & Hers, Noom) that prescribe Zepbound. In a strategic counter-offensive, Eli Lilly initiated a series of lawsuits in 2025 against several telehealth entities and medical spas, alleging false advertising and the sale of unapproved compounded tirzepatide. While these suits ostensibly target trademark infringement and safety (impurities in compounded versions), they also serve a defensive purpose in the product liability litigation: they establish a narrative that “rogue” intermediaries are responsible for adverse events, not the FDA-approved drug itself.
yet, this strategy carries a double-edged sword. By aggressively litigating against these platforms for “substandard care” and “deceptive marketing,” Lilly inadvertently highlights the widespread risks inherent in the telehealth prescribing model, risks that also exist, albeit in different forms, within authorized channels. The following table illustrates the in liability theories currently being tested in the Eastern District of Pennsylvania.
| Liability Theory | Target Defendant | Core Argument | Status in MDL 3094 |
|---|---|---|---|
| Failure to Screen | Telehealth Platforms | Algorithms failed to flag contraindicated history (e. g., prior gastroparesis). | Discovery ongoing; focus on algorithm logic vs. physician discretion. |
| Direct Duty to Warn | Eli Lilly | DTC marketing + direct fulfillment bypasses the physician, requiring patient-direct warnings. | Subject to pending preemption motions (Judge Marston). |
| Corporate Practice of Medicine | Telehealth MSOs | Corporate entities (MSOs) unduly influenced clinical decisions to maximize script volume. | Collateral attacks in state courts; used as evidence of negligence in MDL. |
| Negligent Credentialing | Eli Lilly (LillyDirect) | Manufacturer failed to vet telehealth partners for safety compliance. | Emerging theory; plaintiffs seeking internal audit documents. |
Asynchronous Prescribing and “Failure to Warn”
A serious point of contention is the use of asynchronous telehealth visits. In these interactions, a patient fills out a form, and a provider reviews it later to problem a prescription. There is no real-time dialogue. Plaintiffs contend that this mode of care makes it impossible to deliver an adequate warning about complex risks like ileus or stomach paralysis. If a patient cannot ask questions in real-time, the “warning” is a block of text, frequently unread, buried service.
In February 2026, Judge Marston denied a motion to dismiss claims related to “insufficient warning via digital intermediaries,” signaling that the court is to examine whether the medium of the prescription (telehealth app vs. in-person visit) alters the manufacturer’s duty. This ruling forces Eli Lilly to defend not just the content of the Zepbound label, the adequacy of its transmission through high-velocity digital channels.
The ” ” Confusion
The widespread availability of compounded tirzepatide adds another of complexity. plaintiffs in the MDL may have unknowingly taken compounded versions prescribed by telehealth platforms when the branded Zepbound was age. Eli Lilly has rigorously moved to dismiss cases involving compounded drugs, arguing it cannot be liable for products it did not manufacture. yet, the “market confusion” created by telehealth ads that use the Zepbound brand name to sell compounded alternatives has led the court to require detailed pharmacy records for every plaintiff.
This “product identification” phase is currently weeding out plaintiffs who cannot prove they took the branded drug. Yet, for those who did receive genuine Zepbound via a telehealth consult, the liability question remains: Did the convenience of the platform come at the cost of a necessary medical warning?
Compounded Tirzepatide Exclusion: Impact on Plaintiff Pool Integrity
The “Product Identification” Firewall: Segregating Branded vs. Compounded Claims
As of March 5, 2026, the integrity of the plaintiff pool in MDL 3094 has become a central battleground, specifically regarding the exclusion of claimants who utilized compounded tirzepatide rather than Eli Lilly’s FDA-approved Zepbound or Mounjaro. With the consolidation of over 2, 600 actions in the Eastern District of Pennsylvania, Judge Karen S. Marston has enforced rigorous “product identification” to prevent the docket from being diluted by injuries chance caused by unapproved compounded formulations. This distinction is not procedural; it is the primary firewall shielding Eli Lilly from liability for a parallel market of “essentially copies” that flourished during the FDA- absence of 2023 and 2024.
The legal demarcation rests on the fundamental tort principle that a defendant cannot be held liable for a product it did not manufacture. Throughout 2025, Eli Lilly aggressively moved to dismiss cases where plaintiffs could not definitively prove administration of branded Zepbound. This defense strategy use the proliferation of pharmacies and telehealth platforms that dispensed tirzepatide salts, frequently chemically distinct from Lilly’s patented molecule, during the supply vacuum. For the MDL, this created a “contamination” risk where adverse events like gastroparesis might be attributed to Zepbound when the actual causative agent was an unregulated compound with unknown impurities or potency variances.
Plaintiff Fact Sheet (PFS) Filtering Mechanics
The primary instrument for this exclusion is the revised Plaintiff Fact Sheet (PFS), finalized under Case Management Order No. 11 and rigorously applied throughout late 2025. Unlike standard intake forms, the MDL 3094 PFS requires granular evidence of product origin. Plaintiffs are compelled to provide:
| PFS Requirement | Evidentiary Standard | Exclusionary Impact |
|---|---|---|
| Pharmacy Dispensing Records | Must show National Drug Code (NDC) matching Eli Lilly’s specific lot numbers. | Automatically disqualifies generic “tirzepatide” receipts from facilities. |
| Packaging Preservation | Photographic evidence of the branded Zepbound “pen” injector method. | Filters out users of standard syringes common in compounded vial distribution. |
| Prescribing Physician Attestation | Confirmation that the prescription was for the brand-name biologic, not a generic alternative. | Eliminates telehealth patients who received “substituted” compounds without explicit brand requests. |
This “gatekeeping” phase has resulted in a high attrition rate for initial inquiries. Legal analysts estimate that nearly 30% of chance claimants seeking entry into the MDL in early 2026 are rejected during the pre-filing investigation phase once it is determined their “Zepbound” was actually a compounded salt formulation obtained from a med-spa or online wellness clinic.
The “absence” Loophole and Liability Shift
The legal standing of compounded tirzepatide users collapsed further following the FDA’s definitive resolution of the tirzepatide absence in December 2024. While Section 503A and 503B of the Food, Drug, and Cosmetic Act permit during declared absence, the FDA’s “resolved” status designation rendered the mass production of tirzepatide copies illegal. Eli Lilly’s intervention in the lawsuit Outsourcing Facilities Association v. FDA was a strategic masterstroke that cemented this timeline. By successfully arguing that supply met demand, Lilly categorized any compounded tirzepatide dispensed after December 2024 as an illicit product.
For the MDL, this timeline creates a bifurcated class of inadmissible plaintiffs:
“Plaintiffs alleging injury from compounded tirzepatide used during the absence (2022-2024) face the ‘manufacturer identification’ defense, as Lilly did not make the drug. Plaintiffs alleging injury from compounded tirzepatide used after the absence resolution (2025-2026) face the additional hurdle of having used a product deemed legally contraband by the FDA.”
This regulatory closure allows Lilly to that any gastroparesis cases arising from post-2024 compounded use are the result of black-market negligence, severing any causal chain to their FDA-approved labeling or design. Judge Marston’s rulings in late 2025 reinforced that the MDL is exclusively for “products liability” regarding the FDA-approved label, meaning injuries from non-approved versions, regardless of chemical similarity, fall outside the court’s jurisdiction.
Lilly’s Dual-Track Litigation Strategy
Eli Lilly has executed a “pincer movement” strategy to isolate the MDL plaintiff pool. While defending against failure-to-warn claims in the Eastern District of Pennsylvania, the company simultaneously launched a barrage of trademark and unfair competition lawsuits against pharmacies and telehealth providers (e. g., against entities like Totality Medispa and various online clinics). These external lawsuits serve a serious evidentiary function for the MDL: they generate judicial findings that compounded products are “untested,” “unapproved,” and chance unsafe due to impurities like bacteria or incorrect salt forms.
Defense counsel in MDL 3094 frequently cites these findings to challenge causation. If a plaintiff cannot produce an intact chain of custody for a branded Zepbound pen, the defense the injury could from the “known safety risks” of the compounded versions Lilly is actively suing. This forces plaintiffs to prove a negative, that their gastroparesis was not caused by a non-party product, before the court even entertain the failure-to-warn argument regarding the branded label.
Impact on Settlement use
The rigorous exclusion of compounded claims strengthens Lilly’s settlement position by purifying the plaintiff pool. By ensuring that every case in the MDL involves the actual FDA-approved product, the defense eliminates the “wildcard” variable of impure street drugs. While this reduces the total number of cases, it concentrates the litigation on the core legal question: whether the Zepbound label adequately warned of permanent gastroparesis. Paradoxically, a smaller, cleaner docket poses a higher risk if the science turns against Lilly, as there are no “bad product” alternative explanations for the remaining plaintiffs’ injuries. yet, as of Q1 2026, the immediate effect has been to the of filings that surged in 2024, stabilizing the docket size and preventing the MDL from becoming a catch-all for every GLP-1 related grievance.
March 2026 Judicial Orders: Rulings on Federal Preemption Arguments
March 2026 Judicial Orders: Rulings on Federal Preemption Arguments
As of March 5, 2026, the legal architecture of MDL 3094 has been fundamentally shaped by a series of decisive judicial orders from the U. S. District Court for the Eastern District of Pennsylvania. Presiding Judge Karen S. Marston has issued a sequence of rulings addressing Eli Lilly and Company’s central defense: federal preemption. These orders, culminating in the procedural of Q1 2026, have largely dismantled Lilly’s attempt to use FDA regulatory authority as a shield against state law failure-to-warn claims, while simultaneously narrowing the scope of actionable injuries.
The “Impossibility Preemption” Defense
At the core of Lilly’s defense strategy for Zepbound (tirzepatide) was the doctrine of impossibility preemption. Lilly argued that it could not unilaterally strengthen the gastroparesis warnings on Zepbound’s label without prior FDA approval, which they claimed made compliance with both federal labeling regulations and state law failure-to-warn duties impossible. This argument relied heavily on the Supreme Court’s Wyeth v. Levine (2009) standard, which requires “clear evidence” that the FDA would have rejected a stronger warning had the manufacturer proposed it.
In a pivotal 78-page memorandum issued in August 2025, Judge Marston rejected the blanket application of this defense at the dismissal stage. The court found that Lilly failed to present “clear evidence” that the FDA had affirmatively considered and rejected a warning for severe gastroparesis or ileus during the relevant timeframe. The ruling highlighted that the “Changes Being Effected” (CBE) regulation allows brand-name manufacturers to add or strengthen warnings immediately upon acquiring “newly acquired information” about a risk, without waiting for FDA pre-approval.
“The mere existence of an FDA-approved label does not grant immunity from state law duties to warn. Absent clear evidence that the agency would have rejected a proposed warning regarding gastroparesis severity, the manufacturer retains the responsibility to update safety information.” , Excerpt from MDL 3094 Memorandum Opinion, August 2025.
March 2026 Status: The “Suicide Warning” Complication
Entering March 2026, the preemption battle shifted to a new front following the FDA’s January 14, 2026, directive. The agency instructed both Eli Lilly and Novo Nordisk to remove warnings regarding suicidal ideation and behavior from GLP-1 receptor agonist labels, citing a absence of causal evidence after a detailed review of over 108, 000 patients. Lilly immediately leveraged this regulatory action to renew its preemption arguments, filing a motion in late February 2026 contending that the FDA’s active management of the Zepbound label demonstrated the agency’s total control, so preempting state law claims regarding any label inadequacies.
yet, in a March 2026 scheduling order, the court distinguished the suicide warning removal from the gastroparesis claims. The order clarified that the FDA’s specific rejection of a suicide risk did not constitute “clear evidence” that the agency would have rejected a stronger gastrointestinal warning. Consequently, the court permitted the failure-to-warn claims related to gastroparesis and ileus to proceed, while acknowledging that claims related to suicidal ideation were preempted and thus dismissed.
Disposition of Claims: Q1 2026
The judicial orders as of March 2026 have bifurcated the litigation, preserving the core gastrointestinal injury claims while trimming peripheral theories. The following table summarizes the status of key legal theories in MDL 3094 following the recent preemption and dismissal rulings.
| Legal Theory | Status | Judicial Rationale |
|---|---|---|
| Failure to Warn (Gastroparesis) | Active | No “clear evidence” FDA would have rejected a stronger GI warning. CBE regulation allowed Lilly to act. |
| Design Defect | Dismissed | Preempted by federal law; manufacturers cannot unilaterally change a drug’s formulation without FDA approval (Mut. Pharm. Co. v. Bartlett). |
| Failure to Warn (Suicide Risk) | Dismissed | FDA explicitly rejected this risk in Jan 2026, creating “clear evidence” for preemption. |
| Medical Monitoring | Dismissed | Court ruled that most applicable state laws do not recognize this as an independent cause of action absent present physical injury. |
| Breach of Warranty | Partial | Allowed to proceed only where express representations (marketing materials) contradicted the label. |
Impact of the February 2026 Label Update
On February 2, 2026, the FDA approved a second safety label update for Zepbound, focusing on administrative guidance for pediatric use and visual impairment, notably leaving the gastrointestinal warnings largely static. Lilly’s defense team argued in a March 3, 2026, status conference that this update represented the FDA’s “current and complete” view of the drug’s safety profile, implicitly endorsing the existing GI warnings as adequate.
Plaintiffs’ leadership countered that the February update was administrative rather than a substantive safety review of gastrointestinal risks. Judge Marston’s subsequent order on March 4, 2026, denied Lilly’s request to stay discovery on the adequacy of the 2023-2025 labels. The court ruled that the FDA’s 2026 administrative update did not retroactively absolve the manufacturer of liability for alleged warning deficiencies during the period when plaintiffs were prescribed the drug.
The “Oprah Effect” and Marketing Preemption
A unique dimension of the preemption argument involved Lilly’s direct-to-consumer advertising. Following the FDA’s September 9, 2025, warning letter regarding the “Shame, Blame, and the Weight Loss Revolution” television special, Lilly argued that its marketing materials were compliant with FDA standards at the time of broadcast. The FDA’s warning letter, yet, explicitly stated that the promotional communication “omits important risk information” and “minimizes the risks,” specifically citing the failure to adequately present the severity of gastrointestinal adverse events.
In her March 2026 analysis, Judge Marston utilized this FDA warning letter as a counter-weight to Lilly’s preemption defense. The court reasoned that if the FDA itself found Lilly’s promotional activities to be “false or misleading” and in violation of the Federal Food, Drug, and Cosmetic Act, Lilly could not simultaneously claim that federal law compelled it to use those specific marketing materials. This ruling opened the door for plaintiffs to introduce the “Oprah special” and similar marketing campaigns as evidence of over-promotion that diluted the effectiveness of the printed label warnings.
Plaintiff Medical History: Pre-Existing Diabetic Gastroparesis as Defense Vector

Plaintiff Medical History: Pre-Existing Diabetic Gastroparesis as Defense Vector
As Multidistrict Litigation (MDL) No. 3094 moves into the bellwether trial selection phase in early 2026, Eli Lilly has operationalized a “specific causation” defense strategy designed to claims at the individual plaintiff level. While the plaintiffs’ steering committee focuses on the general capacity of tirzepatide (Zepbound) to cause gastric paralysis, Lilly’s defense counsel has pivoted to an aggressive scrutiny of plaintiff medical histories. The core of this strategy is the “Diabetic Shield”, an argument positing that the injuries alleged are not adverse drug reactions, rather the natural, inevitable progression of Type 2 diabetes mellitus (T2D) and its associated neuropathy.
The “Alternative Causation” Pivot
In filings submitted to the Eastern District of Pennsylvania throughout late 2025, defense attorneys argued that a significant percentage of the plaintiff pool possesses documented risk factors for gastroparesis independent of GLP-1/GIP receptor agonist use. By isolating plaintiffs with a history of erratic glycemic control, Lilly attempts to sever the causal link between Zepbound and the injury.
The defense use the medical reality that diabetic gastroparesis is a well-established complication of long-standing diabetes, affecting approximately 14. 5% of patients with T2D according to 2025 prevalence data. Lilly’s legal team contends that plaintiffs suffer from “silent” or asymptomatic gastroparesis that was “unmasked” rather than caused by the medication. This distinction is serious: if the condition pre-dated the prescription, the failure-to-warn claim weakens significantly, as the drug did not create the pathology rather interacted with a pre-existing morbidity.
Judicial Gatekeeping: The Objective Diagnostic Standard
The viability of this defense was by a decisive ruling from Judge Karen S. Marston in late 2025. Following the “Science Day” presentations in September 2024 and subsequent evidentiary hearings, the Court issued an order requiring plaintiffs to produce “objective diagnostic evidence” of gastroparesis. This ruling excludes plaintiffs whose claims rely solely on symptom reporting (nausea, vomiting) without corroborating gastric emptying studies (GES) or scintigraphy.
This evidentiary threshold serves as a filter for the defense. For plaintiffs with a confirmed T2D diagnosis, the defense demands a differential diagnosis that rules out diabetic neuropathy as the primary cause. The requirement forces plaintiffs to prove that their gastric delay is distinct from the autonomic dysfunction common in diabetic patients, a high bar when medical records show years of elevated HbA1c levels.
The HbA1c Discovery Battle
Discovery disputes in Q1 2026 have centered on the depth of medical history required in the Plaintiff Fact Sheet (PFS). Lilly has successfully argued for the production of ten years of medical records for any plaintiff with a diabetes diagnosis, extending beyond the standard five-year window frequently seen in product liability cases. The objective is to construct a longitudinal timeline of glycemic control.
Defense experts use this data to calculate a “glycemic load,” arguing that sustained periods of HbA1c> 9. 0% create irreversible vagal nerve damage. If a plaintiff’s records show a history of peripheral neuropathy (e. g., foot numbness, tingling), the defense extrapolates this to suggest concurrent autonomic neuropathy affecting the stomach, so attributing the gastroparesis to the disease rather than the drug.
Defense Motion Excerpt (Redacted): “The Plaintiff’s medical history reveals a decade of uncontrolled hyperglycemia with HbA1c levels consistently exceeding 10%. The alleged injury is clinically indistinguishable from the natural course of her underlying disease state. To attribute this pathology to a medication initiated six months prior is to ignore ten years of documented metabolic degradation.”
Differential Diagnosis Matrix
To standardize this defense across thousands of cases, Lilly’s legal team employs a differential diagnosis matrix during depositions and expert report preparation. This framework categorizes clinical markers to shift the load of proof back to the plaintiff.
| Clinical Marker | Defense Interpretation (Alternative Causation) | Plaintiff Counter-Argument |
|---|---|---|
| HbA1c History | Levels>8% for 5+ years indicate pre-existing vagal damage. | Acute onset of symptoms correlates directly with dose, not gradual disease progression. |
| Symptom Onset | Gradual worsening of GI symptoms prior to prescription. | “Violent” and immediate vomiting distinct from chronic diabetic dyspepsia. |
| Concomitant Meds | Use of opioids, anticholinergics, or antidepressants (known to slow motility). | Zepbound method (delayed emptying) is the dominant factor overriding other meds. |
| Neuropathy | Presence of peripheral neuropathy confirms widespread nerve damage. | Gastric motility was normal (asymptomatic) until drug introduction. |
| Weight Loss Rate | Rapid weight loss from any cause can trigger temporary gastroparesis. | The drug forces the weight loss via the method that causes the injury. |
The ” ” Theory and SURMOUNT Data
Lilly further buttresses its position with data from the SURMOUNT-1 three-year follow-up results published in late 2024. The study demonstrated that tirzepatide reduced the risk of progression to Type 2 diabetes by 94% in pre-diabetic patients. The defense uses this to frame Zepbound as a protective agent against the very disease that causes gastroparesis.
The legal argument follows that if the drug treats the metabolic root cause, any gastric slowing is either a temporary, known method of action (as labeled) or the result of the patient’s pre-existing physiology failing to adapt. This ” ” theory suggests that the drug’s method, slowing gastric emptying to promote satiety, acts as a stress test for the stomach. In patients with sub-clinical diabetic gastroparesis, the stomach cannot compensate, leading to the severe symptoms alleged. By framing the injury as an ” of a pre-existing deficit,” the defense attempts to shift the case from a “defective product” narrative to a “susceptible patient” narrative.
Impact on Bellwether Selection
The “Diabetic Shield” has heavily influenced the selection of bellwether cases. The defense has systematically struck chance trial cases involving plaintiffs with long histories of Type 2 diabetes, preferring to litigate cases where the alternative causation argument is strongest. Conversely, plaintiffs’ leadership seeks to advance cases involving “clean” medical histories, patients prescribed Zepbound solely for cosmetic weight loss or obesity without metabolic comorbidities, to negate the pre-existing condition defense.
yet, the high prevalence of pre-diabetes in the obesity population complicates this effort. With up to 50% of obese patients exhibiting level of metabolic dysregulation, the defense that “pure” obesity cases are rare, and that sub-clinical metabolic damage is pervasive in the plaintiff pool. This strategy aims to force a settlement matrix that heavily discounts claims from diabetic plaintiffs, chance reducing Lilly’s total liability exposure by excluding the most medically complex cases from the top-tier compensation brackets.
Financial Disclosures: Eli Lilly 10-K Litigation Reserve Adjustments 2025
Financial Disclosures: Eli Lilly 10-K Litigation Reserve Adjustments 2025
The release of Eli Lilly and Company’s 2025 Annual Report on Form 10-K, filed with the Securities and Exchange Commission on February 12, 2026, reveals a clear between the company’s record-breaking revenue and its recognized legal liabilities. While the pharmaceutical giant reported a 45% surge in full-year revenue to $65. 2 billion driven by Mounjaro and Zepbound, the financial provisions for Multidistrict Litigation (MDL) No. 3094 remain conspicuously absent from the primary loss contingency line items. This omission occurs even as the docket for gastroparesis and GLP-1 injury claims swelled to over 2, 809 active cases by October 2025.
Analysis of Note 16: Contingencies and Legal Reserves
In the “Legal Proceedings” and “Note 16: Contingencies” sections of the 2025 10-K, Eli Lilly maintains its stance that the resolution of pending litigation not have a material adverse effect on its consolidated financial position. This standard boilerplate language even with the rapid accumulation of personal injury lawsuits in the Eastern District of Pennsylvania. The company explicitly acknowledges the existence of the MDL has not yet booked a specific, large- reserve for a global settlement of the gastroparesis claims. Instead, the financial statements reflect a strategy of defending these cases individually or in small groups rather than signaling a readiness to settle the broader inventory.
The absence of a multi-billion dollar reserve contrasts sharply with the method taken by other pharmaceutical majors in similar mass tort contexts. For instance, Bayer and Johnson & Johnson have historically established substantial reserves years into complex litigation. Lilly’s decision to forgo such a provision in 2025 suggests that its legal counsel believes the plaintiffs’ scientific causation arguments, specifically those linking tirzepatide to permanent gastroparesis, remain to dismissal under Daubert standards.
Q3 2025 Litigation Charge: Deconstructing the $364. 9 Million
While the 10-K does not isolate a Zepbound-specific liability, the third quarter of 2025 did witness a significant financial adjustment. In its Q3 2025 earnings release on October 30, 2025, Eli Lilly recorded “asset impairment, restructuring and other special charges” totaling $364. 9 million. The company attributed this amount primarily to “a litigation charge.” Investigative analysis of parallel court dockets indicates this charge is likely unconnected to the GLP-1 MDL.
The timing of this $364. 9 million charge aligns with the September 2025 decision by the U. S. Court of Appeals for the Seventh Circuit, which affirmed a judgment against Eli Lilly in a False Claims Act whistleblower case (United States ex rel. Streck v. Eli Lilly & Co.). That judgment, involving Medicaid rebate calculations, amounted to approximately $183 million plus interest, bringing the total liability to over $200 million. The remaining portion of the Q3 charge likely covers associated legal fees and smaller, unrelated commercial disputes. Consequently, investors and legal observers must recognize that this nine-figure hit does not represent a war chest for resolving Zepbound injury claims.
| Metric | Value (2025) | Context |
|---|---|---|
| Total Revenue | $65. 2 Billion | Driven by 45% growth in Mounjaro/Zepbound volume. |
| Q3 2025 Litigation Charge | $364. 9 Million | Primarily linked to Medicaid rebate (Streck) judgment. |
| MDL 3094 Specific Reserve | $0 / Undisclosed | No distinct provision for gastroparesis settlement. |
| Active MDL Cases (Oct 2025) | 2, 809 | Cases pending in Eastern District of Pennsylvania. |
| Reported EPS Growth | 86% | Earnings per share surged to $24. 21. |
Revenue Defense Ratios and Risk Exposure
The financial firewall protecting Eli Lilly relies on the sheer magnitude of its incretin franchise revenue. With Mounjaro and Zepbound generating over $36. 5 billion combined in 2025, the company possesses exceptional liquidity to absorb legal defense costs. Current estimates place the average defense cost per mass tort case at approximately $50, 000 to $100, 000 through discovery and pre-trial motions. With roughly 3, 000 cases, the immediate defense outlay ranges between $150 million and $300 million, a figure representing less than 0. 5% of the company’s annual revenue.
This “Revenue Defense Ratio” allows Lilly to adopt an aggressive litigation posture. Unlike smaller manufacturers who might be forced into early settlements to avoid bankruptcy or liquidity crises, Lilly can afford to litigate the scientific merits of gastroparesis claims for years. The 2025 10-K risk factors section was updated to include specific language regarding “proliferation of counterfeit, misbranded, adulterated, or illegally compounded products,” signaling that the company may attempt to shift liability to pharmacies and telehealth providers, arguing that plaintiff injuries may from non-FDA-approved versions of tirzepatide.
“We believe that… the resolution of all such matters not have a material adverse effect on our consolidated financial position or liquidity, could be material to our consolidated results of operations in any one reporting period.”
, Eli Lilly 2025 Form 10-K, Note 16: Contingencies
Comparative Liability Assessments
The financial markets have largely priced in a victory or a manageable settlement for Lilly. Analyst consensus in early 2026 maintained a “Buy” or “Hold” rating, with price reflecting the continued dominance of the obesity portfolio rather than the threat of litigation. This stands in contrast to the market’s reaction to opioid or talc litigation in previous decades, where liability concerns depressed stock valuations significantly. The absence of a reserve adjustment in 2025 implies that Lilly’s auditors and legal team do not yet view the “probable and estimable” threshold of ASC 450 (Accounting Standards Codification for Contingencies) as having been met for the MDL claims.
yet, the accumulation of cases in state courts, particularly in New Jersey and Pennsylvania, presents a secondary of financial risk not fully captured by the federal MDL docket. As plaintiffs’ attorneys continue to spend heavily on acquisition advertising, projected to exceed $200 million in 2025 alone, the pressure on Lilly to eventually establish a settlement framework increase. Until a bellwether trial yields a plaintiff verdict, yet, the 2025 financial disclosures confirm that Eli Lilly intends to fight MDL 3094 without reserving capital for a global resolution.
Expert Deposition Transcripts: Key Admissions on Motility Risks
Expert Deposition Transcripts: Key Admissions on Motility Risks
The trajectory of MDL 3094 shifted violently on August 15, 2025, when U. S. District Judge Karen S. Marston issued a 78-page memorandum that dismantled the evidentiary foundation for thousands of gastroparesis claims. Following months of contentious expert discovery, the court ruled that subjective symptoms, such as nausea, vomiting, or “feeling full”, are insufficient to establish a diagnosis of drug-induced gastroparesis. Instead, the court mandates objective diagnostic proof via gastric emptying scintigraphy (GES), breath tests, or wireless motility capsules (WMC).
This ruling followed the depositions of key plaintiff experts who were forced to concede that clinical symptoms of gastroparesis are indistinguishable from other gastrointestinal disorders without imaging. In sworn testimony, experts Dr. Daniel L. Raines and Dr. Eliot L. Siegel faced rigorous cross-examination regarding their diagnostic methodologies. Dr. Raines attempted to that the presence of retained food in the stomach was “pathognomonic” (specifically characteristic) of delayed emptying. Defense counsel for Eli Lilly successfully countered this by citing peer-reviewed data showing such findings have a positive predictive value of only 32% to 67%. Judge Marston excluded Dr. Raines’s testimony on this point, noting his reliance on
Settlement Matrix Projections: Valuating Permanent Gastric Injury Claims
Settlement Matrix Projections: Valuating Permanent Gastric Injury Claims

As of March 5, 2026, the trajectory of Multidistrict Litigation (MDL) No. 3094 has entered a serious valuation phase. With the initial “general causation” discovery period concluding in late 2025, plaintiff leadership and defense counsel for Eli Lilly are quietly modeling settlement matrices. These financial frameworks aim to quantify the liability exposure for Zepbound (tirzepatide) claims, specifically distinguishing them from the broader pool of Ozempic (semaglutide) actions. The central economic battleground has shifted from if the drug causes injury to how much a permanent gastric injury is worth when adjusted for the plaintiff’s pre-existing comorbidities.
The “Obesity Premium” in Zepbound Valuations
A distinct actuarial trend has emerged in the valuation of Zepbound claims compared to Ozempic claims. Legal analysts project that Zepbound plaintiffs, primarily prescribed the drug for chronic weight management rather than Type 2 diabetes, may command a settlement premium of 15% to 25% over their diabetic counterparts. This “obesity premium” from the “causation discount” applied to diabetic plaintiffs.
In traditional pharmaceutical litigation, defense counsel that long-standing diabetes is a primary cause of gastroparesis (diabetic gastroparesis), independent of drug use. Zepbound users, frequently metabolically healthier aside from obesity, present a cleaner causation chain. For these plaintiffs, the sudden onset of gastric paralysis following tirzepatide initiation is more difficult for Eli Lilly to attribute to background disease progression.
Projected Settlement Tiers (Q1 2026 Estimates)
Based on comparable mass tort resolutions (such as the earlier metoclopramide litigation) and current damages models exchanged during the MDL 3094 discovery process, the following matrix outlines the projected settlement tiers. These figures represent gross settlement values before attorney fees and lien resolution.
| Tier Level | Injury Classification | Evidentiary Requirements | Projected Value Range |
|---|---|---|---|
| Tier 1 | Permanent Gastroparesis / Organ Failure | Documented gastric emptying study (GES) showing>20% retention at 4 hours; permanent feeding tube (J-tube) or gastric stimulator implantation; or death. | $400, 000 , $750, 000+ |
| Tier 2 | Severe Surgical Intervention | Emergency surgery for bowel obstruction/ileus; cholecystectomy (gallbladder removal) with complications; hospitalization>5 days. | $150, 000 , $350, 000 |
| Tier 3 | Chronic (Non-Surgical) | Confirmed gastroparesis diagnosis via GES; multiple ER visits; documented malnutrition or dehydration requiring IV therapy. | $50, 000 , $125, 000 |
| Tier 4 | Transient / Unsubstantiated | Self-reported symptoms without objective GES confirmation; symptoms resolved upon cessation of drug. | $5, 000 , $25, 000 (or dismissal) |
The “Four-Hour Retention” Evidentiary Cliff
The most contentious metric in the 2026 settlement discussions is the “Four-Hour Retention” rule. Judge Karen S. Marston’s evidentiary rulings in late 2025 established a high bar for scientific substantiation: plaintiffs must provide objective medical evidence of delayed gastric emptying. The gold standard is the scintigraphic gastric emptying study (GES).
Defense experts for Eli Lilly have successfully argued that a diagnosis of gastroparesis based solely on clinical symptoms (nausea, vomiting) is insufficient for Tier 1 or Tier 2 classification. The settlement matrix heavily weighs the specific percentage of isotope retention at the four-hour mark of a GES. Plaintiffs showing retention rates above 20% (indicating severe delay) are categorized into higher value brackets, while those with retention between 10% and 20% face aggressive defense challenges, frequently downgrading their claims to Tier 3.
“The absence of a confirmatory gastric emptying study within 12 months of injury is proving to be the single largest factor in claim devaluation. Without the radioactive tracer data, a plaintiff’s claim of ‘permanent injury’ is legally porous.” , Internal Defense Strategy Memo (Redacted), referenced in MDL Discovery Briefing, Jan 2026.
Lilly’s “Warning Label” Defense and Zepbound Timing
A unique variable suppressing Zepbound settlement values relative to older GLP-1 agonists is the timing of FDA warning updates. Zepbound was approved in November 2023, shortly after the FDA had already mandated updates to the Mounjaro label regarding “ileus” (intestinal blockage) in September 2023. Consequently, Zepbound launched with a more strong warning profile than Ozempic, which was on the market for years before similar warnings were added.
Eli Lilly’s defense team maintains that for Zepbound users, the risk of gastrointestinal adverse events was “knowable and warned against” from day one. This “assumption of risk” defense threatens to significantly reduce payouts for Zepbound plaintiffs compared to Ozempic plaintiffs who used the drug between 2018 and 2022, a period plaintiffs allege was characterized by a “silence of warnings.” As a result, the settlement matrix for Zepbound may include a “Warning Date Deduction,” chance reducing awards by 10-20% for users who initiated therapy after January 2024.
Bellwether Trials as Valuation Catalysts
While the matrix provides a theoretical framework, the actual dollar figures remain fluid until the conclusion of the bellwether trials, scheduled to commence in mid-2026. These test cases serve as the “market correction” method. If a jury returns a verdict exceeding $1 million for a Tier 1 gastroparesis case, the entire matrix likely shift upward. Conversely, a defense verdict based on the “background rate” of gastroparesis in obese populations could collapse the lower tiers entirely, forcing a low-value global resolution.
Statute of Limitations: State-Specific Filing Deadlines Closing in 2026
SECTION 19 of 22: Statute of Limitations: State-Specific Filing Deadlines Closing in 2026
As of March 5, 2026, the procedural of Multidistrict Litigation (MDL) No. 3094 faces a serious inflection point: the expiration of the two-year statute of limitations for the earliest cohort of Zepbound (tirzepatide) plaintiffs. With Zepbound’s commercial availability commencing in December 2023 and widespread adoption accelerating through Q1 2024, the two-year filing window for early adopters who suffered immediate gastrointestinal injuries is closing rapidly in the half of 2026. For legal counsel and plaintiffs, the convergence of these statutory deadlines with Judge Karen S. Marston’s rigorous new evidentiary standards creates a “filing trap” that threatens to bar thousands of chance claims before they can be adjudicated on their merits.
The Two-Year “Accrual” Window: Q1 2026 serious Zone
The primary urgency from the “accrual” date of the injury. In product liability litigation, the clock begins to tick not when the drug is prescribed, when the plaintiff suffers the injury and discovers, or reasonably should have discovered, its connection to the pharmaceutical product. For Zepbound users who initiated therapy in early 2024 and developed severe gastroparesis or ileus shortly thereafter, the two-year anniversary of that “discovery” falls squarely within the and second quarters of 2026.
Defense counsel for Eli Lilly has signaled an aggressive strategy to enforce these deadlines, particularly in jurisdictions with strict two-year statutes. The argument posits that the “inquiry notice” was triggered immediately upon the onset of severe vomiting or hospitalization, especially given the warning labels present at launch. Plaintiffs who delayed legal consultation until 2026 risk dismissal in the following key jurisdictions:
| State | Statute Period | Accrual Trigger Rule | 2026 Risk Profile |
|---|---|---|---|
| Pennsylvania | 2 Years | Discovery Rule (Strict) | High. Venue for MDL 3094. Local plaintiffs from early 2024 must file by early 2026. |
| Texas | 2 Years | Discovery Rule | High. Large plaintiff volume. Courts frequently strictly interpret “date of injury.” |
| California | 2 Years | Discovery Rule (Plaintiff-friendly) | Moderate. “Suspicion of wrongdoing” triggers the clock, not just medical diagnosis. |
| New Jersey | 2 Years | Discovery Rule | High. Major pharmaceutical hub. Strict adherence to 2-year limit for personal injury. |
| Ohio | 2 Years | Discovery Rule | High. Accrual begins when plaintiff knows identity of manufacturer. |
| Illinois | 2 Years | Discovery Rule | High. Sudden onset of gastroparesis in early 2024 starts the clock. |
The “Discovery Rule” Defense Strategy
Eli Lilly’s defense team is currently leveraging the “Discovery Rule” to shorten the filing window. While plaintiffs that the statute of limitations should not toll until they became aware of the legal possibility of a claim (frequently citing the formation of the MDL in February 2024 or later news reports), Lilly contends that the “injury itself” provided sufficient notice.
“The physical manifestation of severe vomiting or gastric paralysis constitutes sufficient inquiry notice to a reasonable person, so triggering the statutory period immediately upon diagnosis.” , Excerpt from Defense Motion to Dismiss on Timeliness Grounds, MDL 3094 Docket, Jan 2026.
This legal friction is particularly acute for Zepbound because, unlike Ozempic (which had been on the market for years), Zepbound launched with a “Warnings and Precautions” section that already referenced certain gastrointestinal risks. Defense counsel that these initial labels, combined with the immediate onset of symptoms, negate any argument for tolling the statute based on “hidden” defects. Consequently, a plaintiff who was hospitalized for gastroparesis in February 2024 did not file suit until April 2026 may face summary dismissal in strict two-year states like Texas or Pennsylvania, regardless of the merit of their injury.
Direct Filing and the Tolling Effect
To mitigate the risk of mass dismissals, the MDL court issued Case Management Order No. 190 (July 2024), permitting plaintiffs to file Short Form Complaints directly into the Eastern District of Pennsylvania (EDPA). This procedural method is important for 2026. By filing directly in the MDL, plaintiffs can stop the statutory clock without the delay of filing in their home district and waiting for a transfer order.
yet, the Direct Filing Order contains a specific caveat: it does not determine the choice of law for statute of limitations purposes. The court apply the statute of limitations of the “proper venue”, the state where the plaintiff resides and was prescribed the drug. Therefore, a direct filing in Pennsylvania (2-year SOL) by a resident of Kentucky (1-year SOL) does not save the claim if the Kentucky deadline has already passed. For residents of 2-year states, the act of filing the Short Form Complaint in the MDL before the specific 2026 anniversary of their injury is the only guaranteed method to preserve their rights.
The Evidentiary Catch-22: Scintigraphy vs. Deadlines
A complicating factor in 2026 is Judge Marston’s ruling requiring “objective proof” of gastroparesis, specifically a gastric emptying study (scintigraphy), to survive early vetting. This creates a dangerous bottleneck. Plaintiffs rushing to file before their 2026 statute of limitations expires may not yet have undergone the requisite four-hour radioactive meal test, which is expensive and requires a specialist referral.
Filing a “placeholder” lawsuit to beat the statute of limitations without this objective evidence exposes the plaintiff to a Motion to Dismiss for absence of substantiation. Conversely, waiting to secure the test appointment, which can take months due to specialist backlogs, risks blowing the statutory deadline. Legal firms are currently triaging intake by prioritizing claimants who already possess positive scintigraphy results while scrambling to schedule testing for those method their two-year cutoff.
One-Year States: The Expired Cohort
For Zepbound users in Kentucky, Louisiana, and Tennessee, the statute of limitations is a strict one year. For any injury sustained in 2024, the deadline has likely already passed as of March 2026, unless the plaintiff can successfully a late discovery date or a “continuing tort” theory based on ongoing prescription use. Data from the MDL docket indicates a significantly higher rate of dismissal for claims originating from these three states, serving as a grim precedent for the two-year jurisdictions entering the danger zone.
Statute of Repose: The Long-Term Bar
While the statute of limitations focuses on the injury date, the statute of repose limits liability based on the date of the product’s sale. Since Zepbound is a new entrant (2023), the 10-to-12-year statutes of repose in states like Florida, Iowa, and North Carolina are not yet a factor. The immediate threat remains the personal injury statute of limitations, which demands vigilant calendar management by plaintiff leadership to prevent the inadvertent forfeiture of thousands of viable claims in the half of 2026.
Third-Party Payer Lawsuits: Insurance Carriers Joining the Recovery Queue
The Payer Pivot: Insurers and States Target Recovery
As of March 2026, the litigation surrounding Eli Lilly’s Zepbound (tirzepatide) has expanded beyond individual personal injury claims to include institutional plaintiffs. Third-party payers (TPPs), including private health insurers and state Medicaid programs, are actively positioning themselves to recover billions in prescription costs. While Multidistrict Litigation (MDL) No. 3094 primarily consolidates personal injury actions, a parallel track of “economic loss” and fraud-based lawsuits has emerged, fundamentally altering the settlement calculus.
State Attorneys General: The Texas Kickback Allegations
The most significant development in payer litigation occurred in August 2025, when the Texas Attorney General, Ken Paxton, filed a landmark lawsuit against Eli Lilly. This action marks a shift from “failure to warn” arguments to allegations of widespread fraud and anti-kickback statute violations.
The Texas complaint alleges that Eli Lilly orchestrated an illegal scheme to induce prescriptions of Mounjaro and Zepbound, which were then paid for by the state’s Medicaid program. The lawsuit claims Lilly provided “free nurses” and “reimbursement support services” to prescribers, incentives designed to bypass prior authorization blocks and drive volume for the drugs.
Key Allegation: The Texas lawsuit asserts that these “value-added” services functioned as illegal remuneration to physicians, tainting the resulting claims submitted to Texas Medicaid. The state seeks to claw back the full cost of these prescriptions under the Texas Medicaid Fraud Prevention Act.
This “kickback” theory presents a higher financial risk to Eli Lilly than standard product liability claims because it attacks the commercial used to launch the drug. If successful, the Texas suit could trigger a cascade of copycat litigation from other state Attorneys General seeking similar recoveries for their Medicaid expenditures.
Private Insurers: The Subrogation Lien Strategy
Unlike state governments, private carriers like UnitedHealthcare, Humana, and Blue Cross Blue Shield have largely refrained from filing direct mass tort actions against Lilly as of Q1 2026. Instead, they are executing a “subrogation” strategy within the existing MDL 3094 framework.
Under the terms of most health insurance policies, carriers retain the right to recover medical expenses they paid for treating injuries caused by a defective product. As plaintiffs in MDL 3094 move toward settlement or bellwether trials, insurers are asserting liens on chance payouts.
| Payer Recovery method | Target of Recovery | Legal Basis |
|---|---|---|
| Subrogation Liens | Plaintiff Settlement Funds | Contractual right to reimbursement for gastroparesis treatment costs. |
| Direct Fraud Action | Eli Lilly Corporate Assets | RICO / Fraud: Alleging marketing concealed risks to formulary placement. |
| Antitrust/Kickback Suits | Eli Lilly & PBMs | Alleging collusion to maintain high list prices and thwart utilization management. |
Economic Loss Class Actions
Distinct from the personal injury track, a consolidated “economic loss” class action is gaining traction. This litigation class includes both consumers and Third-Party Payers who they paid for a product that was “worthless” or “defective” due to the undisclosed risk of permanent gastric injury.
In late 2025, Judge Karen S. Marston issued rulings that allowed certain economic loss claims to proceed, specifically those rooted in state consumer protection statutes. For insurers, this is a serious avenue. If they can prove that Zepbound’s price included a premium based on false safety representations, they may be entitled to a refund of that price differential, multiplied across millions of prescriptions.
The “Off-Label” Marketing Factor
A central component of the payer lawsuits involves the period prior to Zepbound’s FDA approval for weight loss (November 2023). Payers allege that Lilly implicitly promoted Mounjaro (tirzepatide for diabetes) for off-label weight loss, forcing insurers to cover expensive diabetes medications for patients who did not meet the clinical criteria.
Discovery documents produced in MDL 3094 regarding Lilly’s internal marketing strategies are being scrutinized by payer counsel. Any evidence that Lilly sales representatives were encouraged to discuss weight loss benefits with doctors treating non-diabetic patients could serve as the “smoking gun” for insurance fraud claims, chance trebling damages under RICO statutes.
Q3 2026 Trial Calendar: Scheduling Orders for First Zepbound Bellwethers
SECTION 21 of 22: Q3 2026 Trial Calendar: Scheduling Orders for Zepbound Bellwethers
The “Admissibility Crucible”: Q3 2026 Pre-Trial Status
As of July 2026, the trajectory of Multidistrict Litigation (MDL) No. 3094 has entered a decisive “quiet period” of judicial adjudication, characterized not by jury selection, by the high- resolution of evidentiary thresholds. While initial projections from 2024 estimated a “mid-2026” start for the bellwether trials, the operative scheduling orders issued by Judge Karen S. Marston in the Eastern District of Pennsylvania have pushed the jury empanelment to late Q4 2026 or early Q1 2027. The third quarter of 2026 serves as the litigation’s “admissibility crucible”, a three-month window dedicated to ruling on the complex Daubert challenges and summary judgment motions filed earlier in the year regarding “Cross-Cutting problem 2 and 3.”
The absence of a trial in Q3 does not indicate dormancy. On the contrary, the docket reflects an intense period of chambers work. Following the deadlines established in Case Management Order (CMO) No. 23, the court is currently weighing the scientific validity of plaintiff expert testimony linking tirzepatide (Zepbound) to permanent gastroparesis. The outcome of these rulings, expected before the October 13, 2026 status conference, determine whether the thousands of Zepbound cases consolidated in the MDL possess a viable route to a jury verdict.
Judicial Calendar: The “Summer Gap” and serious Rulings
The scheduling order for 2026, formalized in the Court’s Amended Order dated January 26, 2026, reveals a deliberate cadence designed to accommodate the drafting of detailed judicial opinions. Unlike the monthly rhythm of the half of the year, the Q3 calendar shows a notable hiatus in public proceedings.
| Date | Event Type | Significance |
|---|---|---|
| July 14, 2026 | Status Conference | Final public hearing before the “Summer Gap.” Focus on bellwether trial pool logistics and settlement master updates. |
| August 2026 | No Scheduled Conferences | Judicial writing period for Rule 702 (Daubert) and Summary Judgment opinions on Cross-Cutting problem 2 & 3. |
| September 2026 | No Scheduled Conferences | Continued adjudication period. Parties await rulings that define the scope of admissible causation evidence. |
| October 13, 2026 | Status Conference | Resumption of monthly proceedings. Likely issuance of trial pool strikes based on summer rulings. |
| November 17, 2026 | Pre-Trial Conference | Finalization of motions in limine for the Tier 1 Bellwether trial. |
This structured pause suggests that Judge Marston is prioritizing the issuance of detailed orders on the admissibility of general causation evidence. The deadlines leading up to this period were rigid: under CMO No. 23, summary judgment motions were due February 19, 2026, with final reply briefs submitted by April 8, 2026. The Q3 window is the mathematical result of this briefing schedule, providing the court approximately 90 days to render decisions that either narrow the litigation or greenlight the Zepbound test cases.
Bellwether Selection: The “Tier 1” Zepbound Pool
While the specific trial dates remain fluid, the composition of the “Tier 1” bellwether pool was solidified in late 2025. The selection protocol, designed to produce a representative cross-section of claims, has a small cohort of Zepbound-specific actions for the wave of trials. Unlike the broader pool which includes semaglutide (Ozempic/Wegovy) cases, the Zepbound track focuses specifically on the dual GIP/GLP-1 agonist method.
The selection criteria for this Q3 2026 “on-deck” circle prioritized cases with:
1. Verified Duration of Use: Plaintiffs with pharmacy records confirming Zepbound use for at least 4 months prior to injury onset.
2. Objective Diagnostics: Medical records containing gastric emptying study (GES) results showing retention rates>20% at 4 hours, excluding confounding factors like opioid use or pre-existing diabetes (for weight-loss claimants).
3. Labeling Timeline: Claims arising from prescriptions filled after the initial 2023 label updates before the strengthened 2025 warnings, testing the “adequacy” of the interim warning language.
Legal analysts note that Eli Lilly’s defense team has aggressively moved to exclude cases absence a “gold standard” GES diagnosis, arguing that symptom-based diagnoses (nausea, vomiting) are insufficient to prove gastroparesis. The court’s rulings in Q3 2026 on these specific diagnostic requirements likely disqualify a significant percentage of the initial bellwether pool, necessitating a “reshuffling” of the trial lineup before October.
Cross-Cutting problem 2 & 3: The Evidentiary Battleground
The delay in trial commencement is directly attributable to the complexity of “Cross-Cutting problem 2 and 3,” which are currently under advisement. While “problem 1” (addressed in May 2025) dealt with basic preemption arguments, problem 2 and 3 attack the scientific methodology of the plaintiffs’ causation experts.
problem 2: Specific Causation in Dual Agonists. Lilly has argued that the dual method of tirzepatide (GIP/GLP-1) creates a distinct safety profile from single-agonist semaglutide drugs. The defense contends that plaintiffs cannot simply extrapolate data from Ozempic studies to Zepbound cases. In Q3 2026, Judge Marston must decide if plaintiffs’ experts have bridged this pharmacological gap with sufficient peer-reviewed evidence specific to tirzepatide.
problem 3: The “Transient vs. Permanent” Distinction. A core defense argument is that any gastric slowing caused by Zepbound is transient and resolves upon cessation of the drug. Plaintiffs allege permanent paralysis. The court’s ruling on whether “permanent gastroparesis” is a scientifically recognized sequela of GLP-1 usage define the damages model for the entire MDL. If the court rules that the science only supports transient injury, the chance settlement value of the litigation collapses.
for the Q4 2026 Outlook
The “Summer Gap” of 2026 serves as the calm before a procedural storm. If Judge Marston denies the bulk of the defense’s Daubert motions in August or September, the October 13 conference likely set a definitive trial date for November or December 2026. Conversely, if the court grants significant exclusions, particularly regarding the admissibility of “permanent injury” theories, the bellwether calendar could be vacated entirely to allow for new expert reports or an interlocutory appeal.
For Eli Lilly, Q3 2026 is a holding pattern with immense financial. The company’s defense strategy relies on severing the link between Zepbound and permanent injury before a jury ever hears a case. For plaintiffs, the quarter represents the final hurdle in validating their scientific theory that the drug’s method causes irreversible damage to the vagus nerve or gastric musculature.
References
Primary Source Verification and Evidentiary Basis
The investigative findings presented in this report rely exclusively on verified primary source documentation, federal court dockets, peer-reviewed clinical literature, and regulatory filings between January 1, 2015, and March 5, 2026. To ensure the integrity of the data regarding Eli Lilly and Company’s defense in In re: Glucagon-like Peptide-1 Receptor Agonists (GLP-1 RAs) Products Liability Litigation (MDL No. 3094), we have cataloged the specific evidentiary pillars used to construct the analysis. This section serves as an annotated index of these materials, providing the necessary provenance for the claims regarding gastroparesis severity, labeling timelines, and judicial orders.
1. Federal Judicial Archives: MDL No. 3094
The litigation trajectory analysis is grounded in the official docket of the United States District Court for the Eastern District of Pennsylvania. The following filings constitute the legal backbone of the current dispute status as of Q1 2026.
Transfer Order (MDL No. 3094)
United States Judicial Panel on Multidistrict Litigation (JPML)
Date: February 2, 2024
Document ID: 1: 23-F-03094
Significance: This order formally centralized 18 initial actions involving gastroparesis and ileus injuries into the Eastern District of Pennsylvania. The Panel rejected the defendants’ arguments for informal coordination, citing the need to prevent inconsistent rulings on complex scientific questions regarding the method of GLP-1 receptor agonism and gastric motility. This document established the initial scope, limiting claims to gastrointestinal injuries before the later expansion attempts in late 2025.
Case Management Order No. 25: Coordination with State Courts
U. S. District Court, E. D. Pa. (Judge Karen S. Marston)
Date: March 21, 2025
Document ID: Case 2: 24-md-03094-KSM, Doc. 370
Significance: Following the death of Judge Gene E. K. Pratter, Judge Karen S. Marston assumed control of the docket. This order established the for cross-jurisdictional discovery, specifically addressing the “Related Actions” pending in state courts (primarily New Jersey and Delaware). The order mandates that discovery produced in the federal MDL be applicable to state proceedings to prevent duplicative depositions of Eli Lilly executives. This document is serious for understanding the efficiency metrics in Section 18 of this report.
Order Denying Transfer (Craig Action)
United States Judicial Panel on Multidistrict Litigation
Date: December 12, 2024
Significance: This ruling denied the plaintiff’s motion to expand the MDL scope to include deep vein thrombosis (DVT) and pulmonary embolism. The Panel ruled that adding vascular injuries would “significantly complicate” the management of the litigation, which was already heavily load by the volume of gastroparesis claims. This demarcation protects the “gastric injury” focus of the current bellwether selection process.
Transfer Order (NAION Expansion)
United States Judicial Panel on Multidistrict Litigation
Date: December 15, 2025
Significance: In a pivotal shift for 2026, the JPML granted the transfer of cases alleging non-arteritic anterior ischemic optic neuropathy (NAION), a vision-related injury, to Judge Marston. While technically a separate injury from gastroparesis, the assignment to the same judge creates a parallel track of liability for Eli Lilly, increasing the aggregate settlement pressure.
2. Clinical Pharmacology and Epidemiology Archives
The medical causation analysis


































