Eli Lilly and Company (NYSE:LLY) Q1 2025 Release May 1,2025Source : Company Earning Deck and Webcast🧬 Eli Lilly Q1 2025 – $12.7B Surge, Obesity Wars, and the Future of Oral GLP-1s🎧 Podcast by Men’s Hobby – Know What You Are InvestingIn this episode, we break down Eli Lilly’s blockbuster Q1 2025 earnings call and the company’s bold strategy to dominate the obesity and diabetes drug market. With $12.7 billion in quarterly revenue and market-shaking launches like Zepbound and Mounjaro, Lilly is reshaping the future of pharma—and here’s how.💵 Revenue: $12.73B (+45% YoY) — beat expectations💹 EPS (Non-GAAP): $3.34 (vs. $3.46 consensus)💥 EPS (Reported): $3.06 (up 23% YoY)📈 Operating Income (Non-GAAP): $3.85B (+46%)💲 Dividend: $1.50 per share📉 Gross Margin: 83.5% (non-GAAP)🧬 Mounjaro (Tirzepatide):Revenue: $3.84B (+113% YoY)U.S. market share: 39% TRx, 46% NBRx⚖️ Zepbound:Revenue: $2.31BTRx SOM: 60%+ | NBRx SOM: 74%Now available in single-dose vials via LillyDirect💊 Verzenio: $1.16B (+10%)🧠 Jaypirca, Omvoh, Ebglyss, Kisunla: New launches expanding across oncology, Crohn’s, and Alzheimer’s💡 R&D Spend: $2.7B in Q1🚀 Key Developments:Orforglipron (Oral GLP-1): Positive Phase 3 for diabetes; Obesity submission expected Q4 2025Retatrutide (Triple Agonist): Ongoing Phase 3 trials for obesity, diabetes & CV outcomesDonanemab: Advancing for early Alzheimer’s (TRAILBLAZER-ALZ 2/3)Olomorasib: New Phase 3 in KRAS G12C mutant lung cancerEarly-Phase Pipeline: Includes 20+ novel targets across cancer, immunology, cardiometabolic, neuro, pain📊 Lilly aims to lead across injectable + oral obesity therapies, Alzheimer’s, and KRAS+ oncology with a rich next-gen portfolio.🇺🇸 U.S. Revenue: +49% (volume-driven, price decline -7%)🌍 International Growth:Europe: +66%China: +20%Japan: +11%ROW: +12% (offset by FX)🏥 PBM Dynamics: CVS favors Wegovy, but Lilly says Zepbound still dominant in many plans💳 Self-Pay Boom: $200M+ Q1 revenue via LillyDirect25% of Zepbound NBRx initiated via self-payVials sold directly via cash-pay channel🛍️ LillyDirect: Expanding offerings to reduce patient friction💬 "Very disciplined approach" to pricing, especially for orforglipron🇺🇸 Supports domestic investment but opposes tariffs as a mechanism🛠️ Engaging on Section 232 for supply chain repatriation🏛️ Actively lobbying to fix IRA’s impact on small molecules📉 No material 2025 forecast impact yet from tariffs, but escalating trade actions would hurtRegulatory uncertaintiesGeneric competitionPBM access constraintsClinical trial timelinesPrice pressure from public policyPipeline execution, M&A integrationLitigation, supply chain disruptions, FX & macro factorsEli Lilly isn’t just breaking records—it’s reshaping the future of healthcare. From injectables to oral obesity drugs, Alzheimer’s to AI-enhanced discovery, this is a pipeline with global, transformative potential.🎧 Join us as we decode the business strategy behind one of the hottest biopharma companies in the world—and what it means for long-term investors.📊 Financial Highlights:🧪 Product Powerhouses:🔭 R&D & Pipeline Momentum:🌎 U.S. vs Global Growth:🧠 Pricing & Market Access Strategy:📉 Tariffs & Policy Commentary:⚠️ Risks & Watchlist:🔬 Final Thought:🎧 #LLY #Earnings #ObesityDrugs #Biotech #GLP1

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