Lilly(US:LLY) GLP1减重宝典·2025-10-31 09:55Core Insights - Eli Lilly reported Q3 2025 revenue of $17.601 billion, a 54% year-over-year increase, with total revenue for the first nine months reaching $45.887 billion, up 46% [2] - The company's revenue distribution shows significant growth across regions, with the U.S. market contributing $30.604 billion (+43%), Europe $8.461 billion (+89%), Japan $1.478 billion (+18%), China $1.477 billion (+20%), and other markets $3.867 billion (+21%) [2] Revenue Breakdown by Therapeutic Area - Eli Lilly's four main therapeutic areas generated revenues of $33.729 billion for cardiovascular and metabolic health, $6.769 billion for oncology, $3.706 billion for immunology, and $0.932 billion for neurology [4] - The primary revenue drivers for Eli Lilly's pharmaceutical business were Mounjaro and Zepbound, generating $24.837 billion (+125%) and $4.118 billion (+10%) respectively in the first three quarters [4] - Mounjaro and Zepbound sales reached $10.1 billion in Q3 and are projected to exceed $35 billion for the full year [4] Market Position and Competition - Eli Lilly's GLP-1 market share in the U.S. has surpassed that of Novo Nordisk, with prescription volume shares of 57.9% versus 41.7% in Q3 [4] - Keytruda, another leading drug, generated $23.3 billion in sales during the first three quarters, highlighting the competitive landscape [4] Research and Development Progress - Eli Lilly achieved significant milestones in R&D, completing six Phase III studies for the small molecule GLP-1R agonist Orforglipron and reaching primary endpoints for Mounjaro in treating type 2 diabetes in children and adolescents [6] - Upcoming developments include the submission of Orforglipron for market approval and the completion of a Phase III study for Retatrutide targeting knee osteoarthritis pain [6] - The company also terminated two clinical projects in Q3, focusing on pain treatment and metastatic breast cancer [6]