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.Read more
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.Read more
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.Read more
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.Read more
Eli Lilly and Company discovers, develops, and markets human pharmaceuticals in the United States, Europe, China, Japan, and internationally. The company offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; Jardiance, Mounjaro, and Trulicity for type 2 diabetes; and Zepbound for obesity. It also provides oncology products, including Alimta, Cyramza, Erbitux, Jaypirca, Retevmo, Tyvyt, and Verzenio. In addition, the company offers Olumiant for rheumatoid arthritis, atopic dermatitis, severe alopecia areata, and COVID-19; Taltz for plaque psoriasis, psoriatic arthritis, ankylosing spondylitis, and non-radiographic axial spondylarthritis; Omvoh for ulcerative colitis; Cymbalta for depressive disorder, diabetic peripheral neuropathic pain, generalized anxiety disorder, fibromyalgia, and chronic musculoskeletal pain; Ebglyss for severe atopic dermatitis; and Emgality for migraine prevention and episodic cluster headache. It has collaborations with Incyte Corporation; Boehringer Ingelheim Pharmaceuticals, Inc.; F. Hoffmann-La Roche Ltd and Genentech, Inc.; Biologics, Inc., AbCellera Biologics Inc.; Verge Genomics; collaboration with AdvanCell to advance novel targeted alpha therapies for the treatment of cancer; and Chugai Pharmaceutical Co., Ltd; Strategic Collaboration with Eli Lilly to advance development of its myeloid engager platform for autoimmune disease, as well as Strategic partnership with NVIDIA Corporation for development of supercomputer. Eli Lilly and Company was founded in 1876 and is headquartered in Indianapolis, Indiana.
