Lilly’s $65B, Retatrutide & GLP-1s: Patients or Profits? скачать в хорошем качестве

Lilly’s $65B, Retatrutide & GLP-1s: Patients or Profits?

Absolutely. Here is the same description rewritten in clean third person, while keeping your authority and patient perspective intact: Eli Lilly just reported $19.3 billion in quarterly revenue and more than $65 billion for the year — driven largely by GLP-1 medications. In Part One of a four-part earnings deep dive, Christopher Durham breaks down exactly what Lilly reported, what executives said on the call, and what it means for people treating the disease of obesity. This episode examines: • Mounjaro and Zepbound revenue growth • Lilly’s 60% share of the incretin market • The 7% price decline and projected pricing pressure in 2026 • Lilly’s $55 billion manufacturing expansion since 2020 • The rapid growth of LillyDirect and the self-pay vial strategy • The Zepbound KwikPen launch • Orforglipron and its potential 2026 U.S. launch timeline • Retatrutide’s Phase 3 roadmap and 29% weight loss data • Tirzepatide lifecycle expansion, including type 1 diabetes research • Brenipatide and expansion into brain health • Combination therapy and the positioning of obesity as a disease modifier This is not a marketing recap. It is a source-driven analysis of Lilly’s earnings transcript, investor presentation, and forward guidance. Christopher has personally used tirzepatide, Mounjaro, and Zepbound. He has paid out of pocket and navigated shortages and insurance denials. His perspective is grounded in lived experience as well as detailed review of the primary documents. Lilly is currently the dominant company in obesity medicine. The question explored in this episode is whether it will simply remain the biggest — or whether it will use its scale, innovation, and profitability to become the leader patients truly need. This is Part One of the four-part series. Next: Novo Nordisk, followed by Pfizer and Amgen. 00:00 Introduction to Obesity Medicine Earnings Reports 00:37 Eli Lilly's Financial Performance 00:49 Challenges in Access and Affordability 02:21 Overview of the Four-Part Series 02:48 Eli Lilly's Q4 2025 Financial Results 04:16 Key Drivers: Mounjaro and Zepbound 05:20 Patient Access and Pricing Issues 06:56 Future Outlook and Manufacturing Expansion 07:50 Focus on Access and Affordability 14:16 Upcoming Oral GLP-1 Therapy: Orforglipron 16:25 High-Intensity Therapy: Retatrutide 18:57 Ongoing Development of Tirzepatide 20:54 Combination Therapies and New Indications 22:59 Conclusion and Call to Action