Lilly(US:LLY) Yahoo Finance·2025-11-05 23:09Core Insights - Eli Lilly has reported strong Q3 performance with revenues increasing 54% year over year to $17.6 billion and adjusted EPS soaring by 495% to nearly $7.02 [1] - The company has raised its revenue guidance for 2025 to a range of $63 billion to $65 billion, up from $60 billion to $62 billion, and expects adjusted EPS to be between $23 and $23.70, an increase from the previous estimate of $21.70 to $23 [1] Revenue and Earnings Performance - Revenues for Q3 reached $17.6 billion, a 54% increase year over year [1] - Adjusted EPS for the same period was nearly $7.02, reflecting a 495% increase [1] Market Position and Growth Drivers - Eli Lilly's diabetes and weight loss treatments have been key growth catalysts, with a 57.9% share of the U.S. incretin analog market in Q3, up 1 percentage point from the previous quarter [3][4] - The GLP-1 drug tirzepatide, marketed as Zepbound and Mounjaro, has seen significant growth, with Zepbound prescriptions tripling year over year and accounting for 63% of branded weight loss drug prescriptions in the U.S. [4] - Mounjaro's U.S. prescriptions rose over 60%, holding a 45% market share among type 2 diabetes incretin analogs [5] Future Growth Catalysts - Eli Lilly is expanding its GLP-1 portfolio, having completed phase 3 trials for its oral GLP-1 candidate, orforglipron, which has shown superiority in blood sugar control and weight loss compared to existing treatments [6][7] - The company plans to file for FDA approval for orforglipron, aiming for a U.S. launch in 2026, which would enhance treatment convenience for patients [7]