positive
2h agoEli Lilly’s GLP-1 scale drives extraordinary top and bottom-line acceleration
Eli Lilly reported Q2 revenue of $15.56 billion, up 38% YoY, while net income surged 91% to $6.7 billion, underscoring surging global demand in metabolic therapeutics. Diabetes drug Mounjaro delivered a 68% revenue jump to $5.2 billion and obesity therapy Zepbound clocked 172% growth to $3.4 billion, signaling highly defensible commercial pull-through and strong supply-chain execution.
With rapid category penetration continuing, analysts expect sector capital flows to tilt toward firms with hard scale moats, price power durability, and advanced manufacturing synchronization capabilities into FY26.
Explore:Mutual Fund Home
positive
2h agoEli Lilly’s GLP-1 scale drives extraordinary top and bottom-line acceleration
Eli Lilly reported Q2 revenue of $15.56 billion, up 38% YoY, while net income surged 91% to $6.7 billion, underscoring surging global demand in metabolic therapeutics. Diabetes drug Mounjaro delivered a 68% revenue jump to $5.2 billion and obesity therapy Zepbound clocked 172% growth to $3.4 billion, signaling highly defensible commercial pull-through and strong supply-chain execution.
With rapid category penetration continuing, analysts expect sector capital flows to tilt toward firms with hard scale moats, price power durability, and advanced manufacturing synchronization capabilities into FY26.
Explore:Mutual Fund Home
about 3 hours ago
1 min read
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Eli Lilly’s Q2 earnings beat showcased massive GLP-1 driven revenue expansion and margin leverage as blockbuster Mounjaro and Zepbound demand continues to redefine sector capital rotation expectations.
Eli Lilly reported Q2 revenue of $15.56 billion, up 38% YoY, while net income surged 91% to $6.7 billion, underscoring surging global demand in metabolic therapeutics. Diabetes drug Mounjaro delivered a 68% revenue jump to $5.2 billion and obesity therapy Zepbound clocked 172% growth to $3.4 billion, signaling highly defensible commercial pull-through and strong supply-chain execution.
With rapid category penetration continuing, analysts expect sector capital flows to tilt toward firms with hard scale moats, price power durability, and advanced manufacturing synchronization capabilities into FY26.
Eli Lilly reported Q2 revenue of $15.56 billion, up 38% YoY, while net income surged 91% to $6.7 billion, underscoring surging global demand in metabolic therapeutics. Diabetes drug Mounjaro delivered a 68% revenue jump to $5.2 billion and obesity therapy Zepbound clocked 172% growth to $3.4 billion, signaling highly defensible commercial pull-through and strong supply-chain execution.
With rapid category penetration continuing, analysts expect sector capital flows to tilt toward firms with hard scale moats, price power durability, and advanced manufacturing synchronization capabilities into FY26.
Companies:
Eli Lilly
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Nov 8, 2025 • 11:06 IST