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Eli Lilly sees 2026 profit above estimates as demand for weight‑loss drugs soars

Eli Lilly projects $80–$83 billion revenue and raised EPS guidance for 2026 due to strong demand for GLP-1 drugs Zepbound and Mounjaro, surpassing analyst estimates.

  • On Wednesday, Eli Lilly and Company posted fourth-quarter results and raised its 2026 guidance to $80 billion–$83 billion, with adjusted earnings guidance.
  • Surging demand for GLP-1 drugs such as Zepbound and Mounjaro underpins the stronger outlook, while November pricing deals are expected to boost prescriptions for Medicare and Medicaid beneficiaries.
  • Lilly CEO Dave Ricks said `a step down in pricing` will occur, while fourth quarter results showed adjusted EPS $7.54 and revenue $19.29 billion beat estimates.
  • The deals shift commercial math by pairing price cuts with tariff relief, granting a three-year tariff exemption while Novo Nordisk warned on Tuesday of sales declines as exclusivity ends in China, Brazil and Canada.
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PR Newswire broke the news in United States on Wednesday, February 4, 2026.
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