Overview
- Eli Lilly posted adjusted EPS of $7.02 and revenue of $17.60 billion, topping estimates of $5.69 and $16.01 billion respectively, with sales up 54% year over year.
- The company raised full‑year guidance to $63.0–$63.5 billion in revenue and $23.00–$23.70 in adjusted EPS, noting it reflects current U.S. tariffs but excludes any newly threatened pharmaceutical levies.
- Mounjaro generated $6.52 billion (up 109%) and Zepbound $3.57 billion (up 184%), driven by roughly 60% higher volume and a 45% rise in U.S. sales despite lower realized prices.
- Lilly announced a Walmart partnership to offer discounted in‑store pickup of Zepbound vials for cash‑paying patients, expanding access alongside LillyDirect.
- Orforglipron advanced through Phase 3 with obesity submissions planned by year‑end, and shares rose about 5% in premarket trading as competition from Novo Nordisk intensifies.