News Brief: Eli Lilly Q3 2024 Earnings
Summary
Eli Lilly reported strong third-quarter earnings and revenue that significantly exceeded analyst expectations, driven by soaring sales of its weight loss drug Zepbound and diabetes treatment Mounjaro. The company raised its full-year revenue and profit guidance.
Key Points
- Earnings & Revenue Beat: Adjusted EPS of $7.02 vs. $5.69 expected; Revenue of $17.60B vs. $16.01B expected.
- Raised Guidance: Full-year 2025 revenue forecast increased to $63B – $63.5B (from $60B – $62B). Adjusted profit outlook raised to $23 – $23.70 per share.
- Blockbuster Drug Sales:
- Mounjaro revenue: $6.52B, up 109% year-over-year.
- Zepbound revenue: $3.59B, up 184% year-over-year.
- Growth Drivers: Strong international performance, particularly from Mounjaro’s launch in China, Brazil, and India. High prescription volume in the U.S.
- Market Position: Holds nearly 60% market share in the injectable GLP-1 drug class for obesity and diabetes, maintaining an edge over rival Novo Nordisk.
- Future Plans: Expanding direct-to-consumer and cash-pay offerings. Focusing on the development of an experimental obesity pill, orforglipron.
新闻简报：礼来公司2024年第三季度财报
总结
礼来公司报告的第三季度盈利和收入表现强劲，大幅超出分析师预期，这主要得益于其减肥药Zepbound和糖尿病治疗药物Mounjaro的销售额飙升。公司因此上调了全年收入和利润指引。
关键点
- 盈利与收入超预期：调整后每股收益为7.02美元，预期为5.69美元；收入为176亿美元，预期为160.1亿美元。
- 上调业绩指引：将2025财年收入预期上调至630亿 – 635亿美元（原为600亿 – 620亿美元）。调整后每股利润预期上调至23 – 23.70美元。
- 重磅药物销售额：
- Mounjaro收入：65.2亿美元，同比增长109%。
- Zepbound收入：35.9亿美元，同比增长184%。
- 增长驱动因素：强劲的国际市场表现，特别是Mounjaro今年在中国、巴西和印度的上市。美国市场处方量高。
- 市场地位：在用于肥胖和糖尿病的GLP-1注射药物市场中占据近60%的份额，保持了对主要竞争对手诺和诺德的优势。
- 未来计划：扩大直接面向消费者和现金支付的业务。专注于实验性口服减肥药orforglipron的研发。
Original Article Link: https://www.cnbc.com/2025/10/30/eli-lilly-lly-earnings-q3-2025.html