"Lilly's Q1 2026 revenue hit $19.799 billion, adjusted EPS came in at $8.55 against a $6.79 estimate, and management raised full-year revenue guidance to $82.0 billion to $85.0 billion. Mounjaro alone produced $8.662 billion, up 125%, and Zepbound added $4.160 billion. CEO David Ricks framed it bluntly: "2026 is off to a strong start...we also delivered pipeline progress across all four therapeutic areas and continued investing in Lilly's future growth through four acquisitions.""
"Pfizer's Q4 2025, by contrast, was a fix-the-foundation quarter. Revenue of $17.56 billion slipped 1.2% year over year, but the non-COVID portfolio grew 9% operationally. Eliquis, Vyndaqel, and Prevnar each posted roughly 10% growth. Comirnaty fell 33% and Paxlovid 70%, exactly the hole Albert Bourla is trying to plug."
"Lilly is buying capability from strength: AI drug discovery via Insilico's Pharma.AI platform, plus an Nvidia AI co-innovation lab. Pfizer is buying revenue replacement, having entered obesity only after losing the Metsera bidding battle with Novo Nordisk and discontinuing its own oral GLP-1 danuglipron."
"The industry faces 190+ products losing exclusivity and over $300 billion in sales at risk by 2030. Pfizer's own $1.5 billion loss-of-exclusivity hit in 2026 and 2026 EPS guide of $2.80 to $3.00 show the pressure. Vyndamax extension to 2031 and the recent Veppanu approval buy time. Lilly's Foundayo FDA approval, the only anytime oral GLP-1, plus retatrutide Phase 3 wins extend the franchise well past the cliff."
Lilly reported Q1 2026 revenue of $19.799 billion and adjusted EPS of $8.55, beating estimates and raising full-year revenue guidance to $82.0 billion to $85.0 billion. Mounjaro generated $8.662 billion, up 125%, and Zepbound added $4.160 billion. Management also cited pipeline progress across four therapeutic areas and continued investment through four acquisitions, including AI drug discovery capability via Insilico’s Pharma.AI and an Nvidia AI co-innovation lab. Pfizer reported Q4 2025 revenue of $17.56 billion, down 1.2% year over year, with non-COVID portfolio growth of 9% operationally. Comirnaty and Paxlovid declined sharply, while Eliquis, Vyndaqel, and Prevnar grew. The patent cliff threatens 190+ products and over $300 billion in sales by 2030, increasing pressure on Pfizer’s loss-of-exclusivity and EPS guidance, while Lilly’s oral GLP-1 approval and retatrutide Phase 3 progress extend its franchise.
#pharmaceutical-earnings #glp-1-obesity-drugs #patent-cliff-and-loss-of-exclusivity #ai-drug-discovery #mergers-and-acquisitions
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