週四，禮來公司（NYSE: LLY）公佈了好於預期的第四季度盈利和2025年指引後，股票交易上漲。 這家美國製藥巨頭報告第四季度收入爲135.3億美元，同比增長45%，幾乎與市場預期的135.7億美元一致。 收入增長主要是由於銷量增長48%，但實現價格下降4%部分抵消了這一增長。 Mounjaro和Zepbound的增長推動了銷量的增加；Mounjaro價格下跌部分被Zepbound和Humalog抵消。 新產品收入在2024年第四季度增長了31.5億美元，達到56.4億美元，主要由Zepbound和Mounjaro帶動。 增長型產品收入增長13%，達到59.5億美元，其中Verzenio和Jardiance銷售增長，部分被Trulicity銷售下降抵消。 公司報告調整後的每股收益爲5.32美元，高於去年同期的2.49美元，且超過市場預期的4.94美元。 Mounjaro銷售額躍升60%至35.3億美元。Verzenio（乳腺癌藥物）銷售增長36%，達到15.6億美元。糖尿病藥物Jardiance銷售增長50%，達到11.9億美元。 Zepbound銷售額達到19.1億美元，高於去年同期的1.758億美元。Trulicity銷售下降25%，至12.5億美元。 指引方面，禮來預計2025財年銷售額爲580億至610億美元，相比市場預期的599.1億美元和2024年的450.4億美元。 公司表示，中值代表與2024年相比增長約32%，推動因素包括Zepbound、Mounjaro、Jaypirca、Ebglyss、Omvoh和Kisunla等新藥物；現有藥物的新適應症的批准；Mounjaro在全球更多市場的上市；以及imlunestrant等新藥物的潛在上市。 公司繼續大力投資於增加製造能力，預計在2025年上半年生產的可銷售促胰素劑量至少是2024年上半年的1.6倍。 禮來預計2025年調整後的每股收益爲22.50至24.00美元，高於2024年的12.99美元和市場預期的22.69美元。 股價方面，截至週四，禮來公司股價在盤前交易中上漲1.11%，報851.49美元。 （圖片由Shutterstock的Ciara Kimsey提供） 內容由Spotify分析師提及與蘋果在規模和定價上的比較...

以上內容來自Benzinga Earnings專欄，原文如下：

On Thursday, Eli Lilly and Co (NYSE:LLY) stock is trading higher after the company released better-than-expected fourth-quarter earnings and provided 2025 guidance.

The U.S. pharma giant reported fourth-quarter revenue of $13.53 billion, up 45% year over year, almost in line with the consensus of $13.57 billion.

The increase was driven by a 48% increase in volume, partially offset by a 4% decrease due to lower realized prices.

The volume increase was driven by growth from Mounjaro and Zepbound. Lower realized prices were primarily driven by Mounjaro, partially offset by Zepbound and Humalog.

New Products revenue grew by $3.15 billion to $5.64 billion in Q4 2024, led by Zepbound and Mounjaro. Growth Products revenue increased 13% to $5.95 billion, driven by growth in Verzenio and Jardiance, partially offset by lower Trulicity sales.

Also Read: FDA Approves Expanded Use Of Eli Lilly’s Ulcerative Colitis Drug For Crohn’s Disease

The company reported an adjusted EPS of $5.32, compared to $2.49 from a year ago, beating the consensus of $4.94.

Mounjaro sales jumped 60% to $3.53 billion. Sales of Verzenio (a breast cancer drug) increased 36% to $1.56 billion, and sales of diabetes drug Jardiance increased 50% to $1.19 billion.

Zepbound sales reached $1.91 billion, up from $175.8 million a year ago. Trulicity sales fell 25% to $1.25 billion.

Guidance: Eli Lilly forecasts fiscal year 2025 sales of $58 billion-$61 billion versus a consensus of $59.91 billion and $45.04 billion in 2024.

The company adds that the midpoint represents approximately 32% growth compared to 2024, driven by new Lilly medicines such as Zepbound, Mounjaro, Jaypirca, Ebglyss, Omvoh and Kisunla; approvals of new indications for existing Lilly medicines; launches of Mounjaro in additional worldwide markets; and potential launches of new medicines such as imlunestrant for metastatic breast cancer.

The company continues to invest heavily in increasing manufacturing capacity and estimates producing at least 1.6 times the amount of salable incretin doses in the first half of 2025 compared to the first half of 2024. 

Eli Lilly forecasts 2025 adjusted EPS of $22.50-$24.00 compared to $12.99 in 2024 and the consensus of $22.69.

Price Action: At last check on Thursday, LLY stock was up 1.11% at 851.49 during the premarket session.

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Photo by Ciara Kimsey via Shutterstock