Financial Performance - Total revenue reached $17601 million, a 54% increase compared to Q3 2024[12, 17] - Key product revenue grew by 104%, reaching $12 billion[12] - Non-GAAP earnings per share (EPS) increased by $584 to $702[12] - The company raised the midpoint of full-year revenue guidance by over $2 billion[10] Product Highlights - Lilly's U S incretin analogs market share increased to 579% of total prescriptions, with market growth of 36% versus prior year[10, 26] - Mounjaro U S sales were $36 billion, and international sales were $30 billion[56] - Zepbound U S sales were $36 billion, and international sales were $20 million[59] - Verzenio U S sales were $880 million, and international sales were $590 million[62] - Jaypirca Q3 2025 sales were $143 million, with U S TRx increasing 61% vs Q3 2024[24] - Ebglyss Q3 2025 sales were $127 million, with U S TRx growing 41% vs Q2 2025[24] - Omvoh Q3 2025 sales were $65 million[24] - Kisunla Q3 2025 sales were $70 million[24] Strategic Investments - Year-to-date capital investments totaled $53 billion[12] - Research & Development investment was $35 billion, representing 27% of revenue[12] - Marketing, selling & administrative expenses were $27 billion, a 31% increase[12] - $13 billion was distributed via dividends and $07 billion in share repurchases[14] Regulatory and Clinical Updates - Inluriyo (imlunestrant) received U S FDA approval for ER+, HER2-, ESR1-mutated advanced or metastatic breast cancer[11] - Kisunla received marketing authorization in Europe for early symptomatic Alzheimer's disease[11] - Orforglipron showed positive results in four additional Phase 3 trials[11] - Jaypirca significantly improved progression-free survival in treatment-naïve CLL/SLL[11]
Lilly(LLY) - 2025 Q3 - Earnings Call Presentation