Lilly Lowers the Boom: Weight Loss Drugs Soar, Profit Forecasts Take a Dive

First Quarter: Did Somebody Order a Revenue Party?

Chief here. Just got a report from the financial front lines. Turns out Eli Lilly those guys making the Mounjaro and Zepbound… yeah those names are a mouthful I know almost as bad as 'Gravemind'… anyway they're raking in the dough. First quarter revenue and earnings blew past expectations. Seems everyone's suddenly interested in shedding pounds and managing their sugar levels. Makes you wonder if they’re prepping for a marathon… or maybe a Grunt birthday party.

The Plot Thickens: Profit Forecasts Take a Hit

But here's the kicker. Despite the overflowing coffers they've lowered their full year profit guidance. Blame it on a recent deal for a cancer treatment. Classic case of 'one step forward two steps back,' or as Cortana would say "Sometimes you just can't win." They're pointing fingers at a $1.57 billion charge related to acquiring some oral cancer drug from Scorpion Therapeutics. Sounds like a battle even I wouldn't want to wade into without a fully charged Plasma Rifle.

Tariffs: Friend or Foe?

Speaking of Plasma Rifles there's talk about tariffs. Apparently President Trump's got his eye on pharmaceuticals imported into the U.S. Eli Lilly's CEO Dave Ricks thinks the threat of tariffs might actually be a good thing bringing back supply chains to the homeland. "I think that actually the threat of tariffs is already bringing back critical supply chains into important industries chips and pharma," Ricks said. Like needing the Arbiter to quell the Brutes are tariffs really required to set supply chain straight? Maybe not. Either way sounds like someone's playing 4D chess with the global economy.

Mounjaro and Zepbound: The Dynamic Duo

Now let's talk about the real MVPs: Mounjaro and Zepbound. Mounjaro alone brought in $3.84 billion in revenue a 113% jump from last year. Zepbound wasn't far behind clocking in at $2.31 billion. That's more than quadruple what it made last year! It's like watching a Warthog go from zero to sixty in two seconds. These drugs are so popular they're practically flying off the shelves. Wonder if they’ll start selling them at the post game parties.

Supply and Demand: A Never Ending Battle

But here's the rub: demand is still outpacing supply. Both Eli Lilly and Novo Nordisk are scrambling to ramp up manufacturing. Good news is the FDA says the shortage of tirzepatide (the magic ingredient in these drugs) is over. That means those shady compounding pharmacies can't sell their cheaper unapproved versions. It’s about time! I'd rather trust a Forerunner Sentinel with my health than some back alley chemist.

Final Thoughts: Stay Tuned Spartans

Shares of the company took a bit of a nosedive in premarket trading down 5%. But don't count them out just yet. Eli Lilly is a resilient force and they’re not going down without a fight. As they say "We'll make it! We always do!" Keep your eyes peeled for updates. This story is still developing and I'll be here to report as it unfolds. Over and out.