Lucas Montarce
CFO, Eli Lilly
“We now expect full-year revenue to be between $85 billion and $87 billion.”
“U.S. price declined by 3%, driven by ZEPBOUND and MOUNJARO.”
“will drive basically...price to actually go down...we are going to more than offset that with volume growth.”
Lucas Montarce
One-line summary: Lilly CFO; states guidance and the price-vs-volume trade that governs the GLP-1 margin question.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On glp1-injectable-supply-chain-bottleneck:
"We now expect full-year revenue to be between $85 billion and $87 billion." — 2026-08-05-earnings-lly-q2-fy2026 (2026-08-05)
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On glp1-injectable-supply-chain-bottleneck, pbm-profit-pool-migration:
"U.S. price declined by 3%, driven by ZEPBOUND and MOUNJARO." — 2026-08-05-earnings-lly-q2-fy2026 (2026-08-05)
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On glp1-injectable-supply-chain-bottleneck, pbm-profit-pool-migration:
"will drive basically...price to actually go down...we are going to more than offset that with volume growth." — 2026-08-05-earnings-lly-q2-fy2026 (2026-08-05)
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