Overview
- Eli Lilly reported a 48% revenue jump to about $23.0 billion in the second quarter, and raised full‑year sales guidance to $85 billion–$87 billion after MOUNJARO and ZEPBOUND together generated roughly $14.9 billion.
- The company said demand remains strong in the U.S. but is growing fastest outside the U.S., a shift Bank of America highlighted when it flagged international markets as a potential source of larger future sales.
- Lilly has filed its oral GLP‑1 pill Foundayo in more than 40 countries and plans an overseas rollout in early 2027, a move analysts say could unlock large pools of patients who prefer pills to injections.
- Lilly reported positive Phase III data for triple‑agonist retatrutide and plans a U.S. regulatory filing in the first quarter of 2027, giving the company a pipeline path to extend its obesity franchise beyond current GLP‑1 drugs.
- Realized prices fell as access expanded, with company‑wide prices down about 13% and international prices down as much as 36%, a tradeoff that is widening the treated population through programs like Medicare’s GLP‑1 Bridge and prompting Lilly to invest in manufacturing and acquisitions to support higher volume.