Aug 7 - Eli Lilly
LLY posted blockbuster Q2 results but saw its stock slide about 7% on mixed Q2 Earnings news. The Indianapolis-based pharma giant delivered adjusted EPS of $6.31 and reve
nue of $15.56 billion, surpassing Wall Street estimates of $5.60 per share and $14.7 billion in sales. Revenue jumped 38% year-over-year, driven by blockbuster weight-loss drugs Zepbound and Mounjaro, yet LLY shares fell 7.4% in pre-market trade, extending yesterday's 2.6% dip.
CEO David Ricks hailed the quarter as another strong performance, noting Zepbound's rapid uptake and sustained momentum across key franchises. Despite robust cash flow, 1.3 million pre-market shares traded versus a 3.2 million daily average, investors balked at clinical data for orforglipron, which met its primary body-fat endpoint but underwhelmed expectations with a 12.4% fat reduction at the highest dose.
Lilly lifted its 2025 outlook: adjusted EPS of $21.75-$23.00 and revenue of $60 to $62 billion as compared to expected adjusted EPS of $21.98 and revenue of $60.09 billion. The management continues to be bullish on growth drivers but admitted that near-term rhetoric will be bogged down by setbacks in trials such as orforglipron.
Having lost almost 4% of its shares in 2025, Lilly is a name that offers good upside and a clinical risk, making it a high-stakes name specially aimed at value investors.
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