Pharmaceutical Executive December 22, 2025
Key Takeaways
- Lilly’s 2024 revenue shortfall was due to supply constraints and slower sales conversion for GLP-1 medications, despite high demand.
- The company focused on logistical challenges, emphasizing manufacturing capacity expansion to address bottlenecks in the GLP-1 market.
- In 2025, Lilly projected $40 billion in revenue, marking a transition year with increased production and inventory normalization.
- Lilly remains committed to its broader pipeline in oncology, neuroscience, and immunology, despite the focus on its metabolic franchise.
- Lilly’s experience highlights industry challenges in regulatory scrutiny, manufacturing scale-up, and payer dynamics shaping outcomes.
Lilly’s return to the JP Morgan Healthcare Conference comes as the company seeks to shift the narrative from last year’s GLP-1 supply-driven revenue miss toward disciplined execution, manufacturing...
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