🔹 Revenue: $15.56B (Est. $14.67B) 🟢; UP +38% YoY
🔹 Adjusted EPS: $6.31 (Est. $5.59) 🟢; UP +61% YoY
Product Revenue
🔹 Zepbound: $3.38B (Est. $3.07B) 🟢; UP +172% YoY
🔹 Mounjaro: $5.20B; UP +68% YoY
🔹 Verzenio: $1.49B; UP +12% YoY
FY25 Guidance (Updated)
🔹 Revenue: $60.0B–$62.0B (Est. $60.09B) 🟢
🔹 Adj. EPS: $21.75–$23.00 (Est. $21.98) 🟢
🔹 GAAP EPS: $20.85–$22.10
🔹 Performance Margin (Non-GAAP): 43.0%–44.5%
🔹 Tax Rate (Reported): 19% | (Non-GAAP): ~17%
CEO Commentary:
🔸 “Lilly delivered another quarter of strong performance, achieving 38% YoY revenue growth driven by robust sales of Zepbound and Mounjaro.”
🔸 “Our pipeline continued to advance, with positive data in oncology and cardiometabolic health.”
🔸 “We expanded manufacturing capacity and continued to invest in R&D to support long-term growth.”
Strategic & Pipeline Highlights:
🔸 Mounjaro showed cardiovascular protection in landmark CVOT trial
🔸 Orforglipron (oral GLP-1) showed weight loss up to 27.3 lbs in pivotal trials
🔸 Jaypirca beat Imbruvica in CLL/SLL Phase 3 H2H trial
🔸 Zepbound showed superior weight loss over Wegovy in SURMOUNT-5
🔸 Kisunla (Alzheimer’s) approved in Australia & received CHMP positive opinion
🔸 Acquisitions: SiteOne Therapeutics, Verve Therapeutics
🔸 Expanded Purdue collaboration with up to $250M investment