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14:00
Aug 05 ◎

LLY FY2026 Q2 Watch

Eli Lilly and Company (LLY) FY2026 Q2 Earnings Call

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Lucas Montarce

Management raised full-year guidance for revenue, margin, and EPS, reflecting very strong first-half momentum and confidence in continued growth across the incretin portfolio and other therapeutic areas.

"We now expect full year revenue to be between $85 and $87 billion."

LLY WATCH

Patrick Johnson

Lilly management acknowledges Novo's oral GLP-1 launch in ex-US markets but claims its combined incretin portfolio share held steady, downplaying the competitive threat.

"...when we look at the Lelius combined, incretin share held steady even if we had a second oral entering the market."

NVO WATCH

HIGH

14:00
Apr 30 ◎

LLY FY2026 Q1 Watch

Eli Lilly and Company (LLY) FY2026 Q1 Earnings Call

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Lucas Montarse

Guidance raised on the strength of Zepbound and Mounjaro volumes globally, with revenue growth of 28% expected for the full year. The tone is confident about the momentum in the incetin market and the launch of orforglipron.

"We have increased the top and the bottom end of the revenue range by $2 billion and now expect full-year revenue to be between $82 and $85 billion."

LLY WATCH

Ilya Yufa

The U.S. incretin market is seeing a bifurcation, with self-pay (including Lilly Direct) now accounting for 45% of Zepbound's total prescriptions and 55% of new prescriptions, which mitigates the impact of loss of Medicaid access. — Lilly's ability to offset commercial payer friction with a large self-pay channel puts pressure on competitors who rely more heavily on traditional reimbursement pathways.

"80% of those foundational prescriptions are new to class. So this is expansive in bringing new people into being treated for overweight or obesity."

NVO WATCH

HIGH

15:00
Feb 04 ◎

LLY FY2025 Q4 Watch

Eli Lilly and Company (LLY) FY2025 Q4 Earnings Call

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Dave Ricks

Lilly is deepening its AI partnership with NVIDIA, potentially expanding NVIDIA's presence in the life sciences sector beyond its core data center business.

"we recently announced a new collaboration with NVIDIA to open a co-innovation AI lab. This project will combine Lilly's scientific expertise with NVIDIA's leading technology to accelerate drug discovery."

NVDA WATCH

Lucas Montarse

Management's tone is bullish, with strong top-line growth guidance driven by the launch of orforglipron, Medicare expansion, and continued strength in its incretin portfolio, despite anticipated price headwinds.

"We expect revenue to be between $80 and $83 billion. The midpoint of our revenue range is an increase of 25% compared to 2025."

LLY WATCH

Dan Skowronski

Orforglipron's 'Maintain' trial showed patients who switched from semaglutide to orforglipron maintained weight loss effectively (0.9 kg difference vs placebo), potentially positioning Lilly's oral to steal patients from Novo Nordisk's injectable. — This provides clinically robust evidence for patient switching from injectable GLP-1s to oral options, which could accelerate market cannibalization and derail Novo's growth expectations for its injectable franchise.

"showed a 64% relative increase in the proportion of patients achieving a 50% reduction in the psoriatic arthritis symptoms compared to ixekizumab alone. An important finding from the study was the potential effect of truzepatide when added"

NVO WATCH

HIGH

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