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Eli Lilly (LLY) investor relations material
Eli Lilly Bernstein Insights: Healthcare Leaders and Disruptors - 2nd Annual Healthcare Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bernstein Insights: Healthcare Leaders and Disruptors - 2nd Annual Healthcare Forum summary25 Sep, 2025
Strategic and financial performance
Achieved 38% revenue growth in Q2 and 40% in the first half, outpacing industry peers, with key products exceeding $10 billion in Q2 and growing 80% year-over-year.
Growth is volume-driven across immunology, oncology, and neuroscience, with strong performance in both U.S. and international markets.
Manufacturing capacity has ramped up, overcoming previous shortages, with ongoing expansion and new facilities in North Carolina, Virginia, and Texas.
Investment decisions are guided by long-term demand projections, balancing short-term agility with disciplined headcount and automation.
Gross margin peaked at 85% in Q2, expected to normalize to low 80s due to new product launches, manufacturing expansion, and price dynamics.
Product pipeline and launches
Significant progress in R&D across all therapeutic areas, with strong data readouts for Orforglipron and ongoing studies in cardiometabolic health, oncology, immunology, and neuroscience.
Orforglipron inventory built ahead of launch, with manufacturing risk taken before phase 3 data; launch preparations include global commercial readiness and continued production ramp-up.
Regulatory filings for Orforglipron in obesity planned for later this year, with priority review options being explored to accelerate market entry.
No volume gating planned for new launches, aiming for rapid global rollout post-approval.
Pricing strategy for Orforglipron will follow a value-based approach, informed by real-world experience and balancing price-volume trade-offs.
Long-term growth and innovation
Focused on continuous innovation to avoid revenue and EPS troughs, with a robust pipeline and strategic business development deals.
Expanding core therapeutic areas into adjacencies such as cardiovascular, hematology, GI, and pain, leveraging scientific expertise and targeted acquisitions.
Willing to take higher risks in hard science areas like neurodegeneration and pain, supported by internal expertise and a large incretin portfolio.
R&D spending may outpace revenue growth at times, with discipline focused on speed to market and success rates as key performance indicators.
Operating margin may temporarily reach 50% but is expected to remain below that level over time due to ongoing reinvestment for sustainable growth.
How does supply resiliency impact Lilly's P&L?
What is Lilly's strategy for high-risk R&D?
How will orforglipron pricing balance volume?
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Next Eli Lilly earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Pharmaceutical Giant
Eli Lilly and Company, often referred to simply as Eli Lilly, is a global pharmaceutical corporation established in 1876. Headquartered in Indianapolis, the company specializes in the research, development, manufacture, and distribution of pharmaceutical products to address a wide range of health conditions. Throughout its history, Eli Lilly has introduced several notable medications and therapies to the market, but today they’re mainly known for their antidepressants and its main revenue driver, insulin. Their portfolio encompasses treatments for diabetes, oncology, neurodegenerative diseases, and other therapeutic areas.
Founded by Colonel Lilly
Colonel Eli Lilly, a Civil War veteran, founded his pharmaceutical venture in a small brick establishment in Indianapolis in 1876, during an era when the industry was riddled with dubious patent medicine sellers. By 1890, his son J.K. Lilly, Sr. took the helm of the expanding company, later joined by his own sons. Their collective leadership ushered in modern production techniques and research practices, revolutionizing the way pharmaceuticals were manufactured. The Lilly family retained private ownership until 1952 before going public. In partnership with University of Toronto scientists, they spearheaded the mass production of insulin in 1923. Their ventures in the mid-20th century included producing crucial antibiotics and 68% of the U.S. supply of the Salk polio vaccine by 1956, contributing significantly to the decline of polio cases in the 1960s.
Diabetes Experts
Eli Lilly manufactures a multitude of drugs, but a large part of their revenue is driven by the diabetes medications Trulicity and Humalog. Eli Lilly has, as previously mentioned, played a key role in the development of various medications for diabetes. Trulicity (dulaglutide) is an injectable medication used to treat type 2 diabetes. It mimics the actions of the body's natural incretin hormone, helping stimulate insulin release in response to increased blood sugar levels, thereby aiding in glycemic control. Humalog is a fast-acting insulin analog designed to help control blood sugar levels in individuals with both type 1 and type 2 diabetes, taken just before or after meals. The company also produces various medications for mental health issues, cancer, oncology, and more.
Global Player
Eli Lilly's presence is global, distributing its portfolio of medications across multiple continents. Their global strategy revolves around creating strong partnerships with distributors, healthcare systems, and local authorities. Eli Lilly is one of the most influential pharmaceutical companies in the world together with names like Pfizer, Novartis, AbbVie, and several others.
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