Lilly(US:LLY) Benzinga·2025-12-08 08:28Core Insights - Eli Lilly's diabetes drug, Mounjaro, will be included in China's state-run health insurance scheme starting January 1, 2026, enhancing public accessibility [1][2] - The inclusion may lead to reduced selling prices for Mounjaro, which is a once-weekly injectable treatment that entered the Chinese market in January 2023 [3] - Eli Lilly is experiencing significant revenue growth driven by Mounjaro and Zepbound, with a reported 54% increase in revenue in Q3 2025 [5][6] Group 1 - Mounjaro's addition to China's national reimbursement list will improve accessibility for patients [2] - The move could potentially lower the selling prices of Mounjaro in the market [3] - Eli Lilly's diabetes drugs, including Mounjaro and Zepbound, are key contributors to the company's revenue growth [5] Group 2 - In Q3 2025, Eli Lilly reported a 54% revenue increase, largely due to the success of Mounjaro and Zepbound [6] - The company has seen strong initial stocking of Mounjaro in major markets such as China, Brazil, Mexico, and India [6] - Eli Lilly's strategic price cut for Zepbound aims to enhance accessibility in the U.S. market, further strengthening its competitive position [7]