Eli Lilly (LLY)

[winston]

not vested

Eli Lilly Q4 Earnings: Strong Demand For Mounjaro But Prices Dip, Forecasts Over 30% Jump In 2025 Sales On Newer Medicines

by Vandana Singh

Fourth-quarter revenue of $13.53 billion, up 45% year over year.

Adjusted EPS of $5.32, compared to $2.49 from a year ago, beating the consensus of $4.94.

Eli Lilly forecasts 2025 adjusted EPS of $22.50-$24.00 compared to $12.99 in 2024 and the consensus of $22.69.

Source: Benzinga

https://finance.yahoo.com/news/eli-lill ... 59864.html

[winston]

not vested

Eli Lilly on Tuesday released higher doses of its weight loss drug Zepbound in single-dose vials at as much as half its usual monthly list price to reach more patients without insurance coverage for the blockbuster injection, such as those with Medicare.

It expands the company’s effort to boost the U.S. supply of Zepbound as demand soars, and to ensure eligible patients are safely accessing the real treatment instead of cheaper compounded versions.

The company is selling 7.5 milligram and 10 milligram vials of Zepbound for US$499 per month when patients fill their first prescription, and any time they refill within 45 days of their previous delivery.

Otherwise, those two doses will cost US$599 and US$699, respectively.

Also on Tuesday, Eli Lilly said it is lowering the price of both of the lower-dose vials of Zepbound by US$50.

The 2.5 milligram vial will now cost US$349, and the 5 milligram vial will now be priced at US$499.

Source: Phillips

[winston]

not vested

5 Reasons It's Not Too Late to Buy Eli Lilly Stock

by David Jagielski

Eli Lilly (NYSE: LLY) has been around for almost 150 years, finding ways to innovate and grow. Today, it's the most valuable healthcare company in the world, with a market cap of $730 billion.

1. Eli Lilly has a robust pipeline of drugs with plenty of growth opportunities
Zepbound (weight loss), Mounjaro (diabetes), Alzheimer's drug Kisunla

2. Eli Lilly is investing heavily in U.S. manufacturing to help meet demand

3. Eli Lilly's financials are strong, giving it the resources to grow operations
Last year, the company's revenue rose by 32% to more than $45 billion. More importantly, its net income doubled to $10.6 billion, and it generated $8.8 billion in cash flow from its day-to-day operations. Although free cash flow was just $414 million, it came amid some heavy capital spending.

4. Eli Lilly's dividend grows at a high rate, which should continue as earnings rise. Yld 0.7%

5. Its valuation looks attractive, specifically its modest PEG ratio
Trades at close to 70 times its trailing earnings. PEG of just 1.2

Source: The Motley Fool

https://finance.yahoo.com/news/5-reason ... 00077.html

[behappyalways]

Lilly's Weight-Loss Pill Data Achieves "Best-Case Scenario", Sending Rival Novo Shares Into Abyss
https://www.zerohedge.com/medical/lilly ... ares-abyss

[behappyalways]

"Strong Demand" For Lilly's Weight-Loss Drug Overshadowed By Guidance Cut, Shares Fall
https://www.zerohedge.com/markets/lilly ... hares-fall

[winston]

not vested

Down Nearly 20%: Should You Buy the Dip on Eli Lilly?

Several factors have contributed to Lilly's share price decline, including earnings misses and increased competition.

However, Lilly's growth prospects still look promising.

The company has failed to deliver the results analysts expected in two out of the last three quarters.

Forward price-to-earnings ratio of 36.6

Trump administration has threatened major tariffs on pharmaceutical imports.

International reference pricing, which would peg the price Medicare pays for prescription drugs to the prices that other major countries pay.

Sales are booming for Lilly's tirzepatide products, Mounjaro and Zepbound. The company's market share for incretin analogs now tops 50%.

Plans to file for approvals of orforglipron (a weight-loss pill taken daily) later this year, pending successful completion of current phase 3 studies. Lilly hopes to follow up with regulatory submissions of orforglipron as a treatment for type 2 diabetes in the first half of 2026.

Breast cancer drug Verzenio continues to enjoy solid momentum, with sales jumping 10% year over year in Q1.

Lilly has 25 programs in late-stage testing, notably including Jaypirca as a first-line monotherapy for chronic lymphocytic leukemia and olomorasib in treating non-small cell lung cancer.

The company also awaits regulatory approvals for tirzepatide in heart failure with preserved ejection fraction and imlunestrant in breast cancer.

Source: TMF

https://finance.yahoo.com/news/down-nea ... 00073.html

[winston]

not vested

Eli Lilly said on Sunday its drug Zepbound was superior to Novo Nordisk’s Wegovy across five weight-loss targets such as reducing waist circumference, citing data from a head-to-head trial.

The data is the first head-to-head trial comparing the wildly popular medicines, and gives Lilly more firepower as it seeks to gain wider insurance coverage in an obesity drug market estimated to reach more than $150 billion annually by the next decade.

Zepbound helped nearly 25% more participants lose more than 15% of their weight compared to Wegovy, Lilly said on Sunday.

Source: Phillips

[winston]

not vested

Jim Cramer Notes Eli Lilly (LLY) Stock is at a “Decent Level to Start a Position”

by Syeda Seirut Javed

We bought some just the other day for the Charitable Trust. Why did we do that? Because it’s down very big and yet it’s been beating Novo Nordisk over and over and over again. So I just think this is a decent level to start a position if you don’t have any.

Wide range of medicines, including treatments for diabetes, cancer, autoimmune conditions, pain, and migraines.

I think the stock could be up a hundred points when people realize, wait a second, it is definitively better than Novo. I would buy Eli Lilly handover fist.

Source: Insider Monkey

https://finance.yahoo.com/news/jim-cram ... 30668.html

[winston]

not vested

Eli Lilly and Company (LLY): A Bull Case Theory

by Ricardo Pillai

LLY’s trailing and forward P/E were 62 and 35.

Tirzepatide, a dual-action molecule marketed under separate brands for diabetes and obesity.

This single drug now accounts for over a quarter of Lilly’s total revenue, with the diabetes version generating $11.5 billion (up 330% YoY) and the obesity variant reaching $2.3 billion in its first year.

With two-thirds of sales still U.S.-based, global expansion represents the next lever.

Source: Insider Monkey

https://finance.yahoo.com/news/eli-lill ... 45334.html

[winston]

not vested

Eli Lilly second quarter earnings beat estimates, but stock dives on GLP-1 pill trial results

Eli Lilly (LLY) reported better-than-expected earnings for the second quarter on Thursday.

But disappointing results of its much-awaited oral GLP-1 pill sent the stock down in early trading. T

Lilly reported $15.56 billion in revenue, beating Wall Street estimates of $14.69 billion.

Earnings per share came in at $6.31, compared to Street expectations of $5.56.

Revenue in the US alone was $10.81 billion, driven by a 46% increase in volume of sales of GLP-1 drugs, Mounjaro and Zepbound. But the potential revenue could have been higher if not for an 8% decline in prices, according to Lilly.

Though the pharma giant has a diverse portfolio of sales drivers, attention has been placed on the competitive GLP-1 space, as its weight-loss drug Zepbound has overtaken competitor and first-mover, Novo Nordisk's (NVO) Wegovy.

The latest GLP-1 prescription data tracked by JPMorgan analysts shows prescriptions for Zepbound have increased 225% year over year, with total weekly prescriptions at more than 418,000 as of the end of July — compared to Wegovy's 35% year-over-year growth and 281,000 total weekly prescriptions.

Source: Yahoo Finance

https://finance.yahoo.com/news/eli-lill ... 30544.html