Eli Lilly's GLP-1 Drug Sales Surge Impressively
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 19 2026
0mins
Source: Fool
- Significant Sales Growth: In 2025, Eli Lilly's Mounjaro and Zepbound saw sales increase by 99% and 175%, respectively, now accounting for 56% of the company's total revenue, indicating strong market demand and sales potential.
- Intensifying Market Competition: Despite Eli Lilly's impressive performance in the GLP-1 market, Novo Nordisk's Wegovy was the first to launch, and with Novo Nordisk's recent release of a GLP-1 pill, it may regain market share, increasing competitive pressure on Eli Lilly.
- Valuation Risks: Eli Lilly's price-to-earnings ratio stands at 43x, which, while below its five-year average, is significantly higher than the S&P 500's 28x and the industry average of 23x, suggesting that the market's expectations for future profitability may be overly optimistic.
- Cautious Investment Advice: Given the highly competitive nature of the pharmaceutical industry, Eli Lilly's high valuation leaves little room for downside risk, prompting investors to carefully consider whether to enter at this time, especially in light of potential market shifts and patent expirations.
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Analyst Views on LLY
Wall Street analysts forecast LLY stock price to rise
20 Analyst Rating
18 Buy
2 Hold
0 Sell
Strong Buy
Current: 897.000
Low
950.00
Averages
1192
High
1500
Current: 897.000
Low
950.00
Averages
1192
High
1500
About LLY
Eli Lilly and Company is a medicine company, which discovers, develops, manufactures, and market products in a single business segment called human pharmaceutical products. The Company manufacture and distribute its products through facilities in the United States, including Puerto Rico, and in Europe and Asia. The Company’s products are sold in approximately 90 countries. Its Cardiometabolic Health products Basaglar; Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, and others; Humulin, Humulin 70/30, and others; Jardiance; Mounjaro; Trulicity; Zepbound, and others. Its oncology products include Cyramza, Erbitux, Tyvyt, Verzenio, Retevmo, Jaypirca, and others. Its immunology products include Ebglyss, Olumiant, Omvoh, and Taltz. Its neuroscience products include Emgality and Kisunla. Its LillyDirect, a direct-to-patient digital health care platform, provides delivery of select Lilly medicines dispensed by third-party pharmacies to patients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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ELI LILLY - TALTZ AND ZEPBOUND ACHIEVE PRIMARY AND ALL IMPORTANT SECONDARY ENDPOINTS SHOWING STATISTICAL SUPERIORITY OVER TALTZ MONOTHERAPY AT 36 WEEKS
- Primary and Secondary Endpoints: The study focuses on the primary and all key secondary endpoints for statistical superiority related to Total Tz Monotherapy at 36 weeks.
- Statistical Superiority: The aim is to demonstrate that Total Tz Monotherapy is statistically superior in its effects compared to other treatments.
See More
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New Data Presentation: Phase 3 data for the drugs IxeKizumab (brand name: Taltz) and Tirzepatide (brand name: Zepbound) was presented at an annual meeting.
Efficacy Results: The data demonstrated superior efficacy for adults suffering from psoriatic arthritis and obesity.
See More
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Safety Profile Consistency: The safety profile of the product remains consistent, indicating reliability in its performance.
Lack of New Safety Signals: There have been no new safety signals reported in the first year of monitoring, suggesting ongoing safety assurance.
See More
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- Durable Disease Control: Eli Lilly has achieved four years of effective control over a specific disease, demonstrating the durability of their treatment approach.
- Focus on Dermatology: The advancements are particularly relevant in the field of dermatology, highlighting the company's commitment to addressing skin-related health issues.
See More
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Treatment Duration: Patients with moderate-to-severe atopic dermatitis can receive up to four years of effective disease control.
Disease Management: The treatment aims to provide durable control of the condition, improving the quality of life for affected individuals.
See More
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- Efficacy Durability: In the ADlong Phase 3b study, nearly all patients treated with EBGLYSS achieved significant skin improvement (EASI-75) over four years, with 75% reaching near-complete skin clearance (EASI-90), indicating a transformative impact on the quality of life for eczema patients.
- Itch Relief: 78% of patients experienced significant itch relief (Pruritus NRS≤4) during treatment, which is crucial for enhancing daily living and mental health, demonstrating EBGLYSS's effectiveness in alleviating eczema symptoms.
- Steroid-Free Treatment: 80% of patients achieved results without the need for topical corticosteroids while on EBGLYSS, indicating the drug's ability to provide durable outcomes and reduce reliance on traditional therapies, thereby reshaping the treatment paradigm for eczema.
- Safety Profile: The safety of EBGLYSS in the first year of the ADlong study was consistent with known safety profiles, with no new safety signals observed, and the majority of adverse events were mild or moderate, reinforcing its potential as a first-line biologic treatment.
See More
