Slides
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ELI LILLY AND COMPANY JP MORGAN UPDATE 1.14.25
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Safe Harbor Provision This presentation contains forward-looking statements that are based on management's current expectations, but actual results may differ materially due to various factors. The company's results may be affected by factors including, but not limited to, the risks and uncertainties in pharmaceutical research and development; competitive developments; regulatory actions; litigation and investigations; business development transactions; economic conditions; and changes in laws and regulations, including healthcare reform. For additional information about the factors that affect the company's business, please see the company's latest Form 10-K and subsequent Forms 10-Q and 8-K filed with the Securities and Exchange Commission. These materials are not intended to promote the products referenced herein or otherwise influence healthcare prescribing decisions. The safety and efficacy of the agents under investigation have not been established. There is no guarantee that the agents will receive regulatory approval or become commercially available for the uses being investigated. 22 The company undertakes no duty to update forward-looking statements except as required by applicable law.
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0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0% 100.0% 600 800 1,000 1,200 1,400 1,600 1,800 U.S. Incretin Analogs Market Not for promotional use 3 Total Prescriptions Novo SOM 50.7% Lilly SOM 48.7% Total Prescriptions 4 Week Rolling Average (thousands) Source: IQVIA weekly NPA total prescriptions, weekly data December 27, 2024 Incretin analogs market includes: injectable GLP-1s, oral GLP-1s and GLP-1/GIP dual agonists Total prescriptions posted robust growth: 45% in Q4 vs. prior year Lilly share of market increased 3ppts in Q4 2024 and 5ppts vs. 2023 YE
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$41.0 $2.0 $3.0 ($0.3) ($0.7) $45.0 1st Time Guidance Q1 Earnings Update Q2 Earnings Update Q3 Midpoint Change Incretin Volume Expected Results $34.1 $45.0 $58.0-$61.0 2023A 2024 Expected 2025 Guidance Midpoint 2024 Revenue Progression and Outlook for Growth Not for promotional use 4 +32% +$4B vs. Midpoint of First Time Guidance Range USD billions +20% +32% +20% +32% 2024 REVENUE PROGRESSION 2023 – 2025 REVENUE