$LLY (-2,36 %)
$HIMS (+1,27 %)
$NOVO B (+0,8 %)
$NVO (+1,04 %)
- Revenue: $12.73B (est. $12.72B) ✅; +45%
- Adj. EPS: $3.34 (est. $3.46) ❌; +29% YoY
- Net Income (Adj): $3.00B (est. $2.72B) ✅
FY25 Guide"
- Adj. EPS: $20.78–$22.28 (Prior: $22.50–$24.00)
- Revenue: $58B–$61B (est. $59.57B)
- Performance Margin: 41.5%–43.5% (Adj)
- Effective Tax Rate: ~17% (Prior: ~16%)
- Other Expense (Reported): ($850M)–($750M)
- Capex/Manufacturing: Expanded; 4 new facilities announced
- Guidance Based On Existing Tariff, Environment
Key Product Revenue (Q1 YoY)
- Mounjaro: $3.84B (+113%)
- Zepbound: $2.31B (Est. $2.3B)
- Verzenio: $1.16B (+10%)
- U.S. Revenue: $8.49B (+49%)
- Intl Revenue: $4.24B (+38%)
Other Key Metrics:
- Gross Margin: 83.5% (Adj); +100 bps
- R&D Expenses: $2.73B (+8%); 21.5% of revenue
- SG&A: $2.47B (+26%)
- Acquired IPR&D: $1.57B (or $1.72/share)
Pipeline Progress:
• Orforglipron (oral GLP-1) Phase 3 success
• Donanemab awaiting CHMP outcome
• Jaypirca approved in EU for R/R CLL
• Lepodisiran shows 94% Lp(a) reduction
• Baricitinib shows positive adolescent AA results
• EBGLYSS: 50% clear skin at 3 years
• Omvoh: sustained remission in Crohn’s
Business Developments:
- Expanded Zepbound vial offerings + savings for self-pay
- LillyDirect expands Alzheimer’s access
- >$50B U.S. manufacturing investment (since 2020)
CEO David Ricks Commentary
- “We had a solid start to the year with 45% revenue growth led by Mounjaro and Zepbound. Our pipeline continues to deliver, and we are scaling manufacturing to meet growing global demand.”