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Eli Lilly Q2'25 Earnings Highlights

$LLY (-2,51 %)


🔹 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

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