Eli Lilly's Mounjaro and Zepbound Crush Earnings Expectations

• Eli Lilly's Q4 revenue jumps 43% YoY to $19.3 billion, exceeding expectations.
• Mounjaro and Zepbound sales surpass $1 billion, fueled by strong demand and fewer side effects compared to competitors.
• Eli Lilly anticipates continued growth driven by oral GLP-1 launch and increased manufacturing capacity.
• Price target raised to $1,250, reflecting confidence in long-term growth potential.

Say Hello to the Bad Guy, I Mean, the Good Earnings

Alright, listen up. It's Tony Montana here, giving you the lowdown on this Eli Lilly situation. Fourth quarter? More like a fourth dimension of profit, am I right? They're pulling in the big bucks, bigger than my mansion, with these diabetes and weight-loss drugs. Mounjaro and Zepbound, sounds like a couple of my associates, and they're bringing in the dough. They're not just selling drugs; they're selling dreams, see? Slimmed-down dreams. Dreams with less sugar.

First You Get the Money, Then You Get the Power, Then You Get the...GLP-1?

These GLP-1 drugs, they're the future, capiche? People are lining up, begging for this stuff. The CEO, David Ricks, he's saying patients want it because it works, fewer side effects. That's what I'm talking about. You gotta give the people what they want. And CFO Lucas Montarce? He's bragging about market share. Seventy percent of new prescriptions in the U.S. for Zepbound? That's domination. Like taking over Miami, one pill at a time. For more info about the trends driving these numbers, check out Nvidia's Huang Says AI Spending is Justified, Hyperscalers Set to Spend Big.

The World Is Yours...and the Market Share Too

They're talking about potential, about treating sleep apnea, reducing stroke risk. Sounds like they're trying to solve all the problems in the world, one drug at a time. And Alzheimer's treatments too? This ain't just about money; it's about legacy. Like mine, but, you know, with less bloodshed. They're saying the market is huge, a billion people. That's a lot of potential customers, a lot of potential profits. I'm starting to think I should have invested in this instead of...other things.

Don't Get High on Your Own Supply...But Keep Selling It

This oral GLP-1, orforglipron, coming out soon? Smart move. Ricks says it won't eat into the injectable sales; it'll just bring in the needle-shy crowd. That's expanding the market, thinking big. And price sensitivity? He knows the game. Lower the price, get more people hooked. Once they're on it, they're not getting off. It's a beautiful business model, I gotta admit. But me, I never got high on my own supply...mostly.

Supply and Demand, That's How the Game Is Played

All this demand means nothing if you can't supply it, right? But Eli Lilly, they're on top of it. Investing billions in new facilities, increasing production. They're not messing around. They're planning for the future, like a good drug lord should. The guidance, the estimates, all going up. They're telling Wall Street, 'We're just getting started.' And Wall Street is eating it up.

Everybody Wants to Rule the World

So, there you have it. Eli Lilly is crushing it. They're making money, expanding their reach, and solving problems...or at least treating them. They're raising their price target, but waiting for a pullback to buy more shares. Smart. Play it cool, stay ahead of the game. Remember what I always say: "Every day above ground is a good day." And for Eli Lilly, every quarter is a better one.