替尔泊肽卖爆了！销量暴增46%，礼来第二季度盈利超预期

Core Viewpoint - Eli Lilly's Q2 performance exceeded market expectations, but disappointing results from oral GLP-1 drug trials led to a 13% drop in stock price [5][7]. Group 1: Financial Performance - Eli Lilly reported Q2 revenue of $15.56 billion, surpassing Wall Street's expectation of $14.69 billion; earnings per share were $6.31, above the forecast of $5.56 [5]. - U.S. market revenue reached $10.81 billion, with GLP-1 drugs Mounjaro and Zepbound seeing a 46% year-over-year sales increase, although an 8% price reduction limited revenue growth [5]. Group 2: Market Competition - Eli Lilly's Zepbound has outperformed Novo Nordisk's Wegovy in the competitive GLP-1 market, with Zepbound's prescription volume increasing by 225% year-over-year, totaling over 418,000 weekly prescriptions, compared to Wegovy's 35% increase and 281,000 weekly prescriptions [7]. - The oral GLP-1 drug orforglipron showed disappointing results in late-stage trials, with a 25% dropout rate in the highest dosage group, raising concerns about trial design [7]. Group 3: Future Outlook - Eli Lilly plans to submit data for orforglipron to the FDA this year, with hopes for approval and market entry next year [7]. - Novo Nordisk has lowered its 2025 outlook due to competitive pressures, while Eli Lilly holds over 60% of new weight loss prescriptions in the U.S. GLP-1 market [7][8].