礼来第二季度营收155.6亿美元，口服减重药临床数据未达预期

Core Insights - Eli Lilly reported Q2 2025 revenue of $15.56 billion, exceeding Wall Street's expectation of $14.69 billion, with a net profit of $5.66 billion or $6.29 per share, compared to $2.97 billion or $3.28 per share in the same period last year [1][3] - The adjusted earnings per share, excluding one-time intangible asset-related items, were $6.31, surpassing the market expectation of $5.57 [1][3] Revenue Drivers - The diabetes treatment drug Mounjaro generated nearly $5.2 billion in revenue for the quarter, marking a 68% year-over-year increase [3] - The weight loss drug Zepbound achieved sales of $3.38 billion in the same quarter, a staggering 172% year-over-year growth [3] Revised Guidance - Based on strong performance, Eli Lilly raised its full-year earnings forecast to an adjusted earnings per share of $21.75 to $23, up from the previous estimate of $20.78 to $22.28 [3] - The company now expects annual sales to be between $60 billion and $62 billion, higher than the prior range of $58 billion to $61 billion [3] Market Reaction - Despite the positive earnings report, Eli Lilly's stock price fell by 14.14% on August 7 [3] - The decline was influenced by clinical trial results for the oral weight loss drug Orforglipron, which showed a maximum weight loss of 12.4 kg over 72 weeks, falling short of market expectations [3]