领跑减肥药市场！礼来(LLY.US)上调全年业绩指引

Core Insights - Eli Lilly (LLY.US) raised its full-year guidance due to better-than-expected revenue from its weight loss and diabetes drugs in Q3 [1] - The company's Q3 sales reached $17.6 billion, surpassing Wall Street's average expectation of $16.1 billion [1] - Non-GAAP earnings per share were $7.02, exceeding expectations by $1.13 [1] Revenue Drivers - The strong performance in Q3 was primarily driven by the drugs Zepbound and Mounjaro, which generated approximately $3.6 billion and $6.5 billion in revenue, respectively [1] - Combined revenue from Mounjaro and Zepbound exceeded expectations by nearly $1.3 billion, with most of the outperformance coming from the diabetes drug [1] Market Position - Despite facing pressure on Zepbound due to increased competition, Eli Lilly has maintained a leading position in the hot weight loss and diabetes treatment market, capturing nearly 58% market share [1] - Earlier this year, a major competitor reached an agreement with one of the largest pharmacy chains in the U.S., making it harder for some patients to access Zepbound [1] Future Outlook - Eli Lilly now expects full-year sales to be between $63 billion and $63.5 billion, with adjusted earnings per share projected between $23 and $23.70 [1]