• $LLY | Eli Lilly Q2'25 Financial Results

    Strong Growth, Deepening Pipeline
    Revenue: $15.56B (+38% YoY)
    Adjusted EPS: $6.31 (+61% YoY)
    Zepbound: $3.38B (+172%)
    Mounjaro: $5.20B (+68%)

    Zepbound and Mounjaro solidify Eli Lilly's leadership in the metabolic diseases segment, with this quarter's results demonstrating momentum for both prescription penetration and patient acceptance of these products.

    FY25 guidance revised upward:
    Revenue: $60–62B
    Adj. EPS: $21.75–$23.00

    Positive developments in the pipeline (Orforglipron, Jaypirca, Kisunla) present very strong catalysts that will support growth in the medium to long term.

    It also appears to be continuing its focus on innovation with the acquisitions of SiteOne and Verve Therapeutics and the Purdue collaboration.

    Comment:
    Eli Lilly is demonstrating not only strong sales growth but also a structural transformation. Supported by its leadership in the GLP-1 class, cardiometabolic protection data, and R&D investments, the pipeline offers a defensive and growth combination for long-term investors.

    #LLY #EliLilly #Balance Sheet #GLP1 #Zepbound #Mounjaro #HealthcareSector #StockAnalysis
    📊 $LLY | Eli Lilly Q2'25 Financial Results Strong Growth, Deepening Pipeline 🔹 Revenue: $15.56B (+38% YoY) 🟢 🔹 Adjusted EPS: $6.31 (+61% YoY) 🟢 🔹 Zepbound: $3.38B (+172%) 🔹 Mounjaro: $5.20B (+68%) 💡 Zepbound and Mounjaro solidify Eli Lilly's leadership in the metabolic diseases segment, with this quarter's results demonstrating momentum for both prescription penetration and patient acceptance of these products. 📌 FY25 guidance revised upward: ▫️ Revenue: $60–62B ▫️ Adj. EPS: $21.75–$23.00 🔬 Positive developments in the pipeline (Orforglipron, Jaypirca, Kisunla) present very strong catalysts that will support growth in the medium to long term. 💼 It also appears to be continuing its focus on innovation with the acquisitions of SiteOne and Verve Therapeutics and the Purdue collaboration. 📈 Comment: Eli Lilly is demonstrating not only strong sales growth but also a structural transformation. Supported by its leadership in the GLP-1 class, cardiometabolic protection data, and R&D investments, the pipeline offers a defensive and growth combination for long-term investors. #LLY #EliLilly #Balance Sheet #GLP1 #Zepbound #Mounjaro #HealthcareSector #StockAnalysis
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  • DA Davidson downgrades $IONQ:

    Buy → Neutral, target: $35

    Analyst: “The quantum revolution is coming, but IonQ’s short-term outlook is murky. The roadmap is unclear, and risks have increased.”

    Investment continues, but visibility is low → A “stay on the sidelines” position has been adopted.

    Long-term is exciting, short-term is a question mark...

    Not investment advice!!!
    #IONQ #QuantumComputing #Quantum #StockAnalysis #StockMarket
    🧠 DA Davidson downgrades $IONQ: 🔻 Buy → Neutral, target: $35 🗣️ Analyst: “The quantum revolution is coming, but IonQ’s short-term outlook is murky. The roadmap is unclear, and risks have increased.” 🚧 Investment continues, but visibility is low → A “stay on the sidelines” position has been adopted. ➡️ Long-term is exciting, short-term is a question mark... Not investment advice!!! #IONQ #QuantumComputing #Quantum #StockAnalysis #StockMarket
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