Overview

• Eli Lilly reported Q2 revenue of $15.56 billion and adjusted EPS of $6.31, surpassing analysts’ forecasts.
• Sales of tirzepatide drugs Mounjaro and Zepbound climbed 68% and 172% year-over-year, generating a combined $8.57 billion.
• The company raised its fiscal 2025 revenue guidance to $60–62 billion and its adjusted EPS outlook to $21.75–23 per share.
• Late-stage data showed its oral obesity candidate orforglipron achieved just over 12% average weight loss, falling short of expectations and triggering a more than 12% premarket share drop.
• President Donald Trump’s proposed tariffs on imported pharmaceuticals and revived most favored nation pricing policy pose potential pressure on future profitability.