Eli Lilly Earnings Call Recap
1. Mounjaro is the king now.
$3.84 billion in Q1 sales. Lilly officially passed Novo. They now lead the U.S. incretin market with 53 percent.
2. Zepbound vials are a hit.
They make up 25 percent of new starts. Patients want flexibility, and this format is working.
3. Orforglipron looks legit.
No liver safety issues. Long half life. Oral GLP-1 that might be first line, not second choice.
4. CVS just backed Wegovy.
Starting July 1, Wegovy will be preferred on CVS Caremark formularies. A bold move from Novo — but Lilly isn’t sweating it.
5. New Retatrutide trial is coming.
Lilly is launching a Phase 3 trial in obesity plus chronic low back pain. This is next level — treating weight and what comes with it.
That 48% revenue growth is absolutely insane https://www.tintfit.com/, especially when you consider Mounjaro and Zepbound alone pulled in nearly $15 billion this quarter . It's wild to see the Medicare Bridge program already expanding access to 20 million people, with 1 in 4 new starts now on Foundayo . The fact that they're going after everything from obesity to vaccines to treatment-resistant depression makes me think they're building something way bigger than just a GLP-1 company. Definitely a lot to digest from this call.