Zinger Key Points
- Eli Lilly's Q4 revenue rose 45% YoY to $13.53B, driven by Mounjaro and Zepbound. Adjusted EPS hit $5.32, beating the $4.94 consensus.
- 2025 guidance projects $58B-$61B in sales, with a 32% growth midpoint, led by new medicines and expanded market launches.
On Thursday, Eli Lilly and Co LLY stock is trading higher after the company released better-than-expected fourth-quarter earnings and provided 2025 guidance.
The U.S. pharma giant reported fourth-quarter revenue of $13.53 billion, up 45% year over year, almost in line with the consensus of $13.57 billion.
The increase was driven by a 48% increase in volume, partially offset by a 4% decrease due to lower realized prices.
The volume increase was driven by growth from Mounjaro and Zepbound. Lower realized prices were primarily driven by Mounjaro, partially offset by Zepbound and Humalog.
New Products revenue grew by $3.15 billion to $5.64 billion in Q4 2024, led by Zepbound and Mounjaro. Growth Products revenue increased 13% to $5.95 billion, driven by growth in Verzenio and Jardiance, partially offset by lower Trulicity sales.
Also Read: FDA Approves Expanded Use Of Eli Lilly’s Ulcerative Colitis Drug For Crohn’s Disease
The company reported an adjusted EPS of $5.32, compared to $2.49 from a year ago, beating the consensus of $4.94.
Mounjaro sales jumped 60% to $3.53 billion. Sales of Verzenio (a breast cancer drug) increased 36% to $1.56 billion, and sales of diabetes drug Jardiance increased 50% to $1.19 billion.
Zepbound sales reached $1.91 billion, up from $175.8 million a year ago. Trulicity sales fell 25% to $1.25 billion.
Guidance: Eli Lilly forecasts fiscal year 2025 sales of $58 billion-$61 billion versus a consensus of $59.91 billion and $45.04 billion in 2024.
The company adds that the midpoint represents approximately 32% growth compared to 2024, driven by new Lilly medicines such as Zepbound, Mounjaro, Jaypirca, Ebglyss, Omvoh and Kisunla; approvals of new indications for existing Lilly medicines; launches of Mounjaro in additional worldwide markets; and potential launches of new medicines such as imlunestrant for metastatic breast cancer.
The company continues to invest heavily in increasing manufacturing capacity and estimates producing at least 1.6 times the amount of salable incretin doses in the first half of 2025 compared to the first half of 2024.
Eli Lilly forecasts 2025 adjusted EPS of $22.50-$24.00 compared to $12.99 in 2024 and the consensus of $22.69.
Price Action: At last check on Thursday, LLY stock was up 1.11% at 851.49 during the premarket session.
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