Beta Finch - Eli Lilly - LLY - EN copertina

Beta Finch - Eli Lilly - LLY - EN

Beta Finch - Eli Lilly - LLY - EN

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AI-powered earnings call analysis for Eli Lilly (LLY). Two AI hosts break down quarterly results, key metrics, and market implications in digestible podcast episodes.2026 Beta Finch Economia Finanza personale
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  • Eli Lilly Q2 2026 Earnings Analysis

    Eli Lilly Q2 2026 Earnings Analysis
    Aug 29 2026
    More earnings analysis: https://betafinch.com
    Groups: PHARMA (https://betafinch.com/groups/PHARMA)
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    ALEX: Welcome to Beta Finch, your AI-powered earnings breakdown! Today we're digging into Eli Lilly's Q2 2026 results, and Jordan, I'll just say it up front — this was a big one.

    JORDAN: Big is an understatement. But before we get into the numbers, our standard reminder: this podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.

    ALEX: Right, with that said — let's talk numbers. Lilly's revenue grew 48% year-over-year in Q2. Their key products alone added almost $6.8 billion, and get this — oncology, immunology, and neuroscience combined grew 121% versus last year.

    JORDAN: That's a company firing on basically every cylinder. And the incretin franchise — Zepbound and Mounjaro — is still the engine room. Combined, those two brought in $14.9 billion in the quarter, contributing $6.3 billion of the total growth.

    ALEX: Gross margin ticked up to 86.3%, non-GAAP EPS came in at $8.38 — though that includes a $3.03 hit from acquired R&D charges, so the underlying number is even stronger. And naturally, they raised full-year guidance: revenue now expected between $85 and $87 billion.

    JORDAN: Which, by the way, is up $3 billion at the low end and $2 billion at the high end from prior guidance. That's not a small tweak — that's a company that's genuinely outperforming its own expectations.

    ALEX: Let's talk geography for a second, because the international story here is wild. China revenue grew 93% in constant currency. Rest of world — think Latin America, Asia — grew 136%. Lilly's international incretin market share is now around 55% globally.

    JORDAN: And this is the piece I think investors sometimes underweight — Mounjaro's global rollout is still in relatively early innings in a lot of these markets. Management basically said future growth outside the U.S. is going to come from market penetration, not just new country launches, since most of the big launch wave already happened last year.

    ALEX: Which actually ties into one of the more interesting analyst questions on the call — someone pushed back on guidance, basically asking "wait, doesn't this guide imply deceleration versus Q2?" And CFO Lucas Montarce had a pretty candid answer.

    JORDAN: Yeah, he pointed to a few real factors — there were some one-time favorable adjustments to rebate and discount estimates this quarter that won't repeat, last year's back half had a huge bolus of new-market Mounjaro launches that's now lapped, and there's normal seasonality — European summer holidays hit Q3, and diabetes has its own seasonal pattern in Q4. So it's less "conservative sandbagging" and more "the comp gets harder."

    ALEX: Fair enough. Now let's talk about the newer story here — Foundayo, their oral GLP-1. The U.S. launch has been a bit of a slow burn, but management said they're now seeing real inflection. Prescriber count went from 8,000 last quarter to 36,000 now, and the last week of July nearly doubled monthly volume.

    JORDAN: The Medicare GLP-1 Bridge Program is a big deal too — it launched July 1st and gives 20 million eligible Americans coverage for obesity GLP-1s at just $50 a month out-of-pocket. That's a 35% expansion in coverage overnight. Early signs are heavily skewed toward injectables — about 80% — but they're seeing real new-patient uptake on both fronts.

    ALEX: And internationally, the UAE numbers turned heads — $31 million in Foundayo sales in a single quarter, which is nearly half of total U.S. sales. One analyst flagged that as a signal of "explosive potential" once Foundayo rolls out more broadly, which management confirmed is coming mostly in 2027.

    JORDAN: On the pipeline side, retatrutide is the one to watch. Three positive Phase III trials — TRIUMPH-1, 2,

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    7 min
  • Eli Lilly Q1 2026 Earnings Analysis

    Eli Lilly Q1 2026 Earnings Analysis
    Apr 30 2026
    # Beta Finch Podcast Script - Eli Lilly Q1 2026 Earnings

    **ALEX:** Welcome to Beta Finch, your AI-powered earnings breakdown. I'm Alex, and I'm joined as always by my co-host Jordan. Today we're diving into Eli Lilly's first quarter 2026 results - and wow, what a quarter this was. Jordan, before we jump in, I need to mention that this podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.

    **JORDAN:** Thanks Alex. And you're absolutely right about this being a wow quarter. Lilly just posted some absolutely staggering numbers. We're talking about 56% revenue growth year-over-year, bringing in what appears to be massive incretin revenues. But what really caught my attention was their guidance raise - they bumped up their full-year revenue expectations by $2 billion to between $82 and $85 billion.

    **ALEX:** That's incredible. Let me put that in perspective for our listeners - the midpoint of that guidance represents 28% growth for the full year. For a company of Lilly's size, that's just phenomenal. And the driving force here is clearly their GLP-1 portfolio - Mounjaro and Zepbound combined brought in $12.8 billion in global revenue just in Q1, contributing $6.7 billion of growth compared to last year.

    **JORDAN:** What's fascinating is how this growth is playing out globally. We saw really strong international momentum for Mounjaro. In markets like Brazil and Korea, they're claiming around 60% market share. And here's something interesting - they mentioned that generic semaglutide entry in some markets like India actually seems to be stimulating overall market growth rather than hurting Lilly's position.

    **ALEX:** That's a great point about the generics. CEO Dave Ricks made a really insightful comment during the Q&A about how this obesity market behaves differently from traditional pharma categories. He said that because so much of the business is out-of-pocket - 75% of ex-US Mounjaro business and a meaningful portion in the US - they see "quite expansionary volume" when they reduce prices. It's almost like the demand curve is more elastic than typical prescription drugs.

    **JORDAN:** Exactly. And speaking of new developments, let's talk about Koundeo - their newly approved oral GLP-1. This is huge because it's the first new incretin medicine launched with obesity as the primary indication, not diabetes. They mentioned having over 20,000 patients treated already with about 80% being new to the class entirely.

    **ALEX:** The Koundeo launch strategy is really interesting. They're taking a measured approach - they started with digital campaigns, moved to in-person physician promotion, and they're planning full-scale direct-to-consumer TV advertising in Q3. What I found telling was that they already have over 8,000 prescribers, with a third of them never having prescribed an oral GLP-1 before.

    **JORDAN:** And the access piece is critical. They've secured commercial access at two of the three largest pharmacy benefit managers, effective mid-May. Plus, the Medicare Bridge program extension through 2027 could be a game-changer - we're talking about $50 monthly copays for seniors. When an analyst asked about Medicare activation, management indicated this will be a gradual build through 2026 and into 2027.

    **ALEX:** Let's talk about their pipeline because they were incredibly busy on the R&D front. They announced four acquisitions this quarter - Orna Therapeutics for autoimmune CAR-T therapies, Centessa for sleep disorders, Colonia for cancer treatments, and Ajax for blood cancers. Plus they had positive Phase III data for multiple programs.

    **JORDAN:** The retatrutide data particularly caught my eye. This is their triple agonist - GIP, GLP-1, and glucagon. In the TRANSCEND T2D1 trial, patients lost an average of 25 to 37 pounds while also

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    8 min
  • Eli Lilly Q4 2025 Earnings Analysis

    Eli Lilly Q4 2025 Earnings Analysis
    Feb 22 2026
    **Beta Finch Podcast Script: Eli Lilly Q4 2025 Earnings**

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    **ALEX**: Welcome to Beta Finch, your AI-powered earnings breakdown. I'm Alex, and joining me as always is Jordan. Today we're diving into Eli Lilly's blockbuster Q4 2025 results - and folks, when I say blockbuster, I mean it. This pharmaceutical giant just delivered some truly staggering numbers.

    But before we jump in, I need to share our standard disclaimer: This podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.

    **JORDAN**: Thanks Alex. And wow, where do we even start with these numbers? Lilly just reported 45% full-year revenue growth - that's not a typo, folks - forty-five percent. We're talking about $65.2 billion in revenue for 2025, with earnings per share jumping 86% to $24.21.

    **ALEX**: It's almost surreal when you see numbers like that from a major pharma company. Jordan, what's driving this incredible performance?

    **JORDAN**: It all comes down to one word: incretins. These are the diabetes and obesity drugs that have become absolute juggernauts. Their key products - we're talking Mounjaro, Zepbound, and their international rollouts - generated over $13 billion in Q4 revenue alone and grew 91% compared to the same quarter last year.

    **ALEX**: Let's break that down for our listeners. Mounjaro is their diabetes drug, Zepbound is the obesity treatment, but they're essentially the same molecule - tirzepatide - just branded differently for different conditions. And the demand has been absolutely explosive.

    **JORDAN**: Exactly. What's fascinating is how they've captured market leadership. In the US, Mounjaro now has over 55% of new prescriptions in the diabetes incretin market, while Zepbound commands nearly 70% share in the branded obesity market. But here's what really caught my attention - they're not just winning in the US anymore.

    **ALEX**: Right, their international business has been crushing it. CEO David Ricks mentioned they're now the incretin market share leader outside the US as well. That's a huge development because historically, US pharma companies have struggled to replicate their domestic success internationally, especially in obesity treatments.

    **JORDAN**: And they're not slowing down. Looking ahead to 2026, management guided to revenue between $80-83 billion. That's another 25% growth at the midpoint. But here's where it gets interesting - they're expecting significant pricing headwinds.

    **ALEX**: This is crucial for investors to understand. Lilly is projecting price declines in the low-to-mid teens for 2026. That's a massive headwind, but they believe volume growth will more than offset it.

    **JORDAN**: The pricing pressure comes from several factors. First, they struck a deal with the US government to provide obesity medicines to Medicare patients for just $50 per month out-of-pocket starting no later than July 1st. That's huge for patient access but means lower prices for Lilly.

    **ALEX**: They're also facing competition from oral versions of these drugs. During the call, they discussed launching their own oral obesity treatment, orforglipron, which they expect to get FDA approval for in Q2 2026.

    **JORDAN**: The oral competition point is really interesting. When Novo Nordisk launched oral Wegovy recently, instead of cannibalizing existing injectable sales, it actually expanded the overall market. Lilly's management seems confident this trend will continue - that oral options bring new patients into treatment rather than just switching existing ones.

    **ALEX**: Let's talk about their direct-to-consumer business because this is revolutionary for pharma. They've reached 1 million patients on their US direct-to-patient platform. Think about that - patients are buying prescription obesity drugs directly from the manufacturer, often payin

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    1 min
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