Many on Wall Street expect Novo Nordisk's losses to be the harvest of Eli Lilly, which will be good news for Zepbough Maker's second-quarter results. Novo Nordisk shares have spread around 47% since the beginning of the year, due to doubts about the prospects of its GLP-1 drug, the poison of Ozempic diabetes and obesity. The company said its business has been hurt by competition from compound pharmacies, which are making a copy of its Semaglutide, an active ingredient for both brands. This prompted Novo to cut its annual forecast and remove its CEO. According to analysts, Eli Lilly's business seems to be much better. They expect to prove to be in quarterly results and prospects. More importantly, several analysts expect other catalysts, including the next generation of drugs, to help Lily get higher. So far this year, Lily's stock has recorded a drop of about 3%, underperforming and underperforming the market. However, the catalyst may start Thursday, analysts said. “We noticed that Lly’s upcoming 2Q calls are scheduled for 8:30 a.m. on August 7, and contrary to the company’s standard ET rated time period, the company’s earnings calls after market opening, indicating that the results of Topline trials pass revenues along with revenues and a July 28 study report, wrote in a July 28 study. He said the report was “the most anticipated near-term event” for his drug coverage. In addition to the financial outlook, investors are eager to learn more about the company’s experimental GLP-1 pill Orforglipron. In June, at the American Diabetes Association meeting, Lilly revealed that the drug helped type 2 diabetes patients lose weight without serious side effects in late-stage trials. Phase 3 data readings for obese patients should be released soon. Wegovy’s “popular identity” analysts are also eager to hear management’s leapfrog on CVS Health’s idea of Wegovy’s policy of favoring identity for Lilly Zepbough. The policy came into effect in July, meaning Caremark, pharmacy welfare manager at CVS Health, will prioritize Wegovy’s list of covered drugs. It has the potential to be a headwind for Lilly. However, patients can seek exemptions and keep weight loss pills, or make money by themselves or through the company’s direct-to-consumer website Lilly Direct. Additionally, analysts say Eli Lilly could reach a deal and regain CVS Caremark’s list of covered drugs. According to Bernstein analyst Courtney Breen, the first few weeks of the conversion showed that the number of patients who switched from Zepbound to Wegovy started the drug with a new prescription. Analysts surveyed by LSEG expect Eli Lilly to earn $5.57 per share in the second quarter, with revenue of $14.71 billion. If Eli Lilly meets revenue estimates, it will see a 30% increase year by year. That's what they said before the report. To date, Lly YTD Mountain Eli Lilly shares. Citigroup: Buy rating, price target of $1,190 Citi analyst Geoff Meacham said Eli Lilly remains one of its favorite stocks, which he placed a 90-day Catalyst Watch on July 30, and his $1,190 price target means a 55% increase from Tuesday's closing price. “GLP-1 script data from IQVIA gives us continued confidence in achievement of Lilly's 2025 revenue guidance ($58B-$61B). Notably, Zepbound scripts remain robust (+45% q/q) and overall share increased to 65.5%, representing a gain of ~600bps in market share. We think this is particularly noteworthy given vias from LillyDirect now represents ~20% of TRx [total prescriptions] And highlighted the potential to increase consumer angle in GLP-1 sales…drive up absorption (2Q25E $3.1B; +99 million USD vs. BBG Cons). [Type 2 diabetes drug] Mounjaro scripts rose 16.3% Q/Q and now capture a 42.2% stake (2q25e $4.5B; +$18M vs. Cons); despite the slower growth than Zepbough, given the deep-rooted nature of the type 2 diabetes market is expected. …The most important thing for investors is that the third phase of Orforglipron reaches the reading of obesity (July/August). Weight loss 12-15% is the efficacy bar and continuation of the squeaky safety profile we see on ADA, which will be the most important. Mounjaro+Zepboughn 2Q BEAT will decide that Lly handles revenue guides of $5.8-6.1 billion (MS $62.3 billion, $59.8 billion), but we expect the lowest improvements to the lower end. Lly can also use PH3 obesity and/or over fare data in combination with income. …Lly's Kisunla's temporary PH3 data in preclinical Alzheimer's disease (probably later this year) may be an opportunity to treat the disease early and expand the category and provide Biib/Eisiai's Leqembi's opportunity for lateral reading (ph3 is also included), bernstein offers offers offers offers offer offers offer offer offer offer off/eisiai offib/eisiai: offers offers offers offers offer offers. JPMorgan shares have a price target of $1,100, suggesting it may be up nearly 44% from Tuesday's closing price. Given that most streets follow scripts right after in the US, the upside here is due to additional unexpected pricing (discount adjustment) of iQVIA (possibility) and EX-US performance (due to lower visibility). …While it is possible to get a first-class bet (we think it is possible to get a 1.2% comparison in the 14.6b consensus), we do not expect Lly to rush to increase guidance, which was half the challenge in the last few years, while the uncertainty in the third quarter still exists on CVS CAREMARK, but the initial signs appear strong. The headwinds may be limited to NVO itself, as they cite continued complexity, competition and slower market expansion. We believe that guidance can be provided for strong potential trends. … So we will be Riley’s weakness buyers as we expect to have strong 2q and catalyzed 2H'25 rich 2h'25. “JPMORGAN: Overweight, Overweight, $1,100”, in general, we expect Lly’s stable 2Q in Lly and get upside room for Mounjaro/Zepbound (based on a strong TRX growth trend), as well as $14 nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nmm nqy qv n Q.80 Q.88. shortcoming). On the EPS line, we are slightly below consensus ($5.49, – $0.06) as we hope to continue using OPEX ramps to support the growing late pipeline and [direct-to consumer] initiative. Looking ahead, we expect changes in CVS formula to take effect on July 1, but the product is expected to continue to grow at 3Q and accelerate at 4Q. Over the year, our estimates are close to the company's 2025 high-end guide ($60.8 billion in sales, +$1.3 billion with drawbacks) and bottom line ($22.09 EPS, +$0.07, +$0.07 vs vs Cons), and we won't be surprised to see a certain level of 2025 (though the guide can be improved somewhere in 2025) (although this number may increase in 2025). dynamic). “Goldman Sachs: Buy, Haider’s $883 target target is about 15% higher than Lilly shares closed on Tuesday. [foreign exchange] Zepbough/Mounjaro's tailwinds and strong TRX growth, our and consensus estimates have been tracked higher in print. … Into the 2Q earnings call, we also note significant investor discussion on the magnitude of potential upward pressure on the company's FY25 revenue guidance where we expect management could tighten the range of $58-$61bn for the year by bumping up the low-end (based on 1H trends, GS/consensus estimates are $60bn/$60.6bn for 2025). Now, these trends are well known, and investors are more focused on triangulating the impact of Zepbough/Mounjaro sales that are trying to change the CVS distribution method on 3Q25 sales to support Novo, which will take effect on July 1. ”
Home » Yili Lilly's revenue will be on Thursday. What top analysts expect
Yili Lilly's revenue will be on Thursday. What top analysts expect
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