Eli Lilly (Lly) win Q1 2025
Eli Lilly On Thursday, sales and profits in the first quarter reported that estimates as a demand for weight loss and diabetes medication, but due to charges in connection with a recently carried out cancer treatment contract, lowered their profit guidelines of the overall year.
The pharmaceutical now assumes that its adjusted result for the 2025 financial year is between $ 20.78 and $ 22.28 per share from USD $ 24 per share. Eli Lilly said that the revision reflects a $ 1.57 billion charges recorded in the first quarter, which is mainly related to the acquisition of a certain mouth cancer medication from scorpion therapy.
The company maintained its sales instructions for $ 58 billion to $ 61 billion. Eli Lilly said
In an interview with CNBC, the CEO of Eli Lilly, Dave Ricks, the company and other drug manufacturers already announced investments in the US production, which is one of the goals of the Trump government's tariffs.
“I think that the threat from tariffs already brings critical supply chains back to important industries, chips and pharmaceuticals,” said Ricks. “So we have to issue [tariffs?] I'm not so sure. “
He added that Eli Lilly wants to see permanently lower tax rates in the USA, especially 15% for domestic production. Ricks said that lower taxes caused many drug manufacturers to control “low taxes such as Ireland Singapore and Switzerland, and that can come back if there is an economic incentive”.
Eli Lilly's blockbuster -Diabetes treatment of Mounjaro exceeded expectations for the first quarter and achieved sales of 3.84 billion US dollars. That is a whopping 113% compared to the same period a year ago.
The company's weight loss medication also exceeded estimates and booked the sales of 2.31 billion US dollars for the quarter. This has more than quadrupled the 517.4 million US dollars that the treatment achieved a year ago when it had just entered the US market.
The analysts expected Mounjaro and Zepbound to generate USD 3.81 billion or 2.28 billion US dollars in the amount of sales of $ 3.81 billion.
Eli Lilly's shares closed more than 11%on Thursday. That came afterwards CVS health The Pharmacy Manager Manager said on Thursday Novo Nordisks WEGOVY The preferred weight loss medication on the main forms instead of zepbound.
The following reported Eli Lilly in the first quarter compared to what Wall Street expected, based on a survey of LSEG analysts:
- Win each share: $ 3.34 adapted compared to USD 3.02
- Revenue: 12.73 billion US dollars expected compared to $ 12.67 billion
The company generated sales of $ 12.73 billion in the first quarter, which increased an increase of 45% compared to the same period in the previous year.
Sales in the United States rose by 49% to 8.49 billion US dollars. Eli Lilly said that this was driven by 57% by increasing the volume – or the number of recipes or units sold for Zepbound and Mounjaro. This was partially compensated for by lower realized prices of the medication, the company said.
The pharmaceutical giant booked a net profit of 2.76 billion US dollars or $ 3.06 per share for the first quarter. This is compared to a net result of 2.24 billion US dollars or $ 2.48 in the previous year.
Without unique elements associated with the value of intangible assets and other adjustments, Eli Lilly made a profit of USD 3.34 per share in the first quarter.
The demand in the USA still exceeded Zepbound and Mounjaro's supply last year. Both so-called incretin treatments Ahmen according to intestinal hormones in order to tear down the appetite of a person and regulate their blood sugar.
Both Eli Lilly and his competing Novo Nordisk have forced the popularity of these injectable medication to invest billions in order to improve the production capacity for their treatments.
The efforts seem to be able to pay off: The Food and Drug Administration in December confirmed its decision to explain the US deficiency in Tirepatide – the active ingredient in Zepbound and Mounjaro. This decision effectively combines many compounding pharmacies from marketing and selling cheaper, non -approved versions of Tirepatide.
