Eli Lilly's revenue soars on weight-loss drug demand, but profit forecast dips due to acquisition costs and tariff concerns, a complex situation it is.
Eli Lilly's revenue soars on weight-loss drug demand, but profit forecast dips due to acquisition costs and tariff concerns, a complex situation it is.

Profits a Little Less Strong They Are

Hmm Eli Lilly much success they have found yes. Weight loss and diabetes drugs powerful they are. But adjusted fiscal earnings lowered they have. Between $20.78 and $22.28 per share now expected. A charge for cancer treatment the cause it is. A path to riches is fraught with peril hmmm. A deal with Scorpion Therapeutics a costly one it seems. Remember 'Always two there are no more no less. A master and an apprentice.' In this case Lilly the master perhaps?

Sales Still Strong With The Force

Sales guidance maintained it is. $58 billion to $61 billion still a mighty number. Trump's tariffs a looming threat they are. Lilly CEO Dave Ricks investments in U.S. manufacturing he speaks of. 'Do or do not. There is no try,' but maybe… maybe no need for tariffs? A complex web of economics this is. Like navigating the asteroid field near Hoth patience and skill you need.

Taxes a Long Game They Are

Lower taxes Ricks desires. 15% for domestic production a tempting prospect. Manufacturing in low tax havens a common practice. 'Luminous beings are we not this crude matter!' But even luminous beings need a favorable tax rate hmm? Bring manufacturing back to the U.S. a worthy goal it is.

Mounjaro and Zepbound: Blockbusters They Are

Mounjaro expectations exceeded yes. $3.84 billion in revenue a great boon. Zepbound a rising star it is. $2.31 billion in sales more than quadrupled! 'Size matters not.' Unless it's the size of your revenue hmm? Analysts pleased the Force is strong with these drugs.

Numbers They Tell A Tale

Shares fell 5% worry not young Padawans. Revenue up 45% a significant increase it is. U.S. sales jump 49% driven by volume. But lower prices a balancing act it is. Net income up a cause for celebration yes. But remember 'Fear is the path to the dark side…fear leads to anger…anger leads to hate…hate leads to suffering.' Do not fear the market fluctuations young ones.

Supply and Demand: A Fine Balance

Demand outpacing supply a challenge it is. Investments in manufacturing essential they are. FDA declares shortage over good news this is. Compounding pharmacies restricted protect the integrity of the treatments we must. 'The greatest teacher failure is.' Lilly and Novo Nordisk learning and growing they are. Monitor this situation closely we will.


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