Core Viewpoint - Eli Lilly reported strong Q2 earnings but faced a significant stock price drop due to disappointing results from its experimental weight loss drug, orforglipron, which fell short of market expectations [1][8]. Financial Performance - Q2 revenue reached $15.56 billion, a 38% year-over-year increase, surpassing market expectations of $14.7 billion, driven by sales growth of Zepbound and Mounjaro [1][6]. - Reported EPS was $6.29, up 92% year-over-year; non-GAAP EPS was $6.31, a 61% increase from the previous year [1]. - Gross margin improved to 84.3%, up 3.5 percentage points, benefiting from lower production costs and optimized product mix [1]. - The company raised its full-year revenue guidance to $60-62 billion from a previous estimate of $58-61 billion [1][7]. Product Performance - Mounjaro generated global revenue of $5.2 billion, a 68% increase; U.S. sales were $3.3 billion, while international sales reached $1.9 billion [2][6]. - Zepbound's U.S. revenue was $3.38 billion, a staggering 172% increase, although it faced pricing pressure [2][6]. - Verzenio revenue was $1.49 billion, reflecting a stable 12% growth [2][4]. Market Dynamics - Despite strong revenue growth, pricing pressures reduced growth by 6 percentage points, with an 8% price decline in the U.S. market [6]. - The competitive landscape for GLP-1 drugs is evolving, with increased pricing negotiations from insurers and government programs [6]. R&D and Future Outlook - R&D expenses rose to $3.34 billion, a 23% increase, indicating continued high investment in pipeline development [6]. - The company plans to submit orforglipron's trial results for regulatory approval by the end of the year, with expectations for a market launch next year [8][9].

Drug Development & Clinical Trials - Eli Lilly's oral weight loss drug trial results met internal expectations, despite market disappointment, with an average weight loss of 27 pounds [2][3] - The company plans to submit the oral weight loss drug to regulators by the end of the year, anticipating potential approvals around the same time next year [4] - Safety risks associated with orforglipron have been largely addressed, paving the way for its potential as a mass-market obesity treatment [8][9] - Dropout rates in the study were comparable to placebo, alleviating concerns about the drug's tolerability [12][16] - Seven phase three studies are underway for the medicine [14] Market Position & Financial Performance - The pharmaceutical sector's price-to-earnings multiples have compressed in the last year, affecting stock prices across the industry [6] - Eli Lilly's sales increased by 38% year-over-year in the second quarter [7] - Tirzepatide (Mounjaro and Zepbound) is projected to become the best-selling drug in the industry within its third year on the market [7] - The company emphasizes its focus on increasing value for patients and investors [7] Obesity Market & Treatment Landscape - The current obesity treatment market only addresses approximately 2-3% of the global population [9] - There are an estimated 1 billion people worldwide who are overweight or obese, highlighting the significant market potential for effective treatments [9]

news uh that we've I guess been waiting for from Eli Liy. Got a look at the stock. Uh although we'll show you that Angelica Peeles that's here and joins us now, but uh as you're talking, we should take a quick look at the uh early morning action in the shares.But take it away. >> Yeah, that early morning action not good. The stock down about 6% right now and that's after we got this highly anticipated data on its obesity pill and clearly there's some disappointment.So let's go through the numbers. people lo ...

An experimental weight-loss pill from Eli Lilly helped people lose up to about 12% of their body weight, a new study found, potentially clearing the way for the drug to be on the market next year https://t.co/eihfsfp4I8 ...

Eli Lilly was nearly a $1 trillion company. Now it’s facing missed targets, tariff threats and investor doubts https://t.co/CW1FkuGaUS ...

Eli Lilly’s weight-loss drug underperformed in trials, sending its shares down and boosting Novo Nordisk’s stock https://t.co/UxkQixYEBD ...

Stock Performance - Lilly's stock experienced a decline in early trading [1] Pharmaceutical Products - Disappointing data on Lilly's new weight-loss pill was released [1] - The company experienced strong growth from its marketed obesity medicine [1]

August 7, 2025 For release: Immediately Refer to: Ashley Hennessey; gentry_ashley_jo@lilly.com; (317) 416-4363 (Media) Mike Czapar; czapar_michael_c@lilly.com; (317) 617-0983 (Investors) Lilly reports second-quarter 2025 financial results and raises guidance INDIANAPOLIS, August 7, 2025 - Eli Lilly and Company (NYSE: LLY) today announced its financial results for the second-quarter of 2025. "Lilly delivered another quarter of strong performance, achieving 38% year-over-year revenue growth driven by robust s ...

每经AI快讯，8月7日消息，礼来预计财年收入将达到600亿至620亿美元，此前预计为580亿至610亿美 元；礼来预计财年调整后每股收益为21.75美元至23.00美元，此前预计为20.78美元至22.28美元。 ...

Group 1 - The core point of the article is that Eli Lilly (LLY.US) reported a second-quarter adjusted earnings per share of $6.31, up from $3.92 in the same period last year [1] - The company has raised its full-year revenue guidance to between $60 billion and $62 billion, compared to the previous expectation of $58 billion to $61 billion [1]