Eli Lilly Community

Catalysts Mounjaro/Zepbound: Lilly’s tirzepatide franchise is the engine of growth. Mounjaro (for type 2 diabetes) and Zepbound (obesity) each grew rapidly in 2024.

Key Takeaways Potential drug pricing reforms and wider pricing parity efforts threaten future profitability and limit pricing power, especially for high-profile obesity and diabetes products. Heavy revenue reliance on a few core drugs and rising R&D demands increase vulnerability to competition, patent loss, and adverse data, risking future growth and margins.

Key Takeaways Rapid growth in obesity and diabetes treatments, alongside global manufacturing expansion, is driving robust revenue and market reach. Innovation in neurodegenerative and specialty drugs, combined with digital platforms, ensures strong future opportunities and sustained margin improvement.

Key Takeaways Small molecule innovation, manufacturing scale, and direct-to-consumer models position Eli Lilly for market dominance, outperformance, and premium pricing resilience. Demographic trends, new technologies, and ongoing R&D investments are set to drive sustained volume growth, innovation, and long-term earnings expansion.