Lilly’s $65B, Retatrutide & GLP-1s: Patients or Profits?

Описание: Absolutely. Here is the same description rewritten in clean third person, while keeping your authority and patient perspective intact:

Eli Lilly just reported $19.3 billion in quarterly revenue and more than $65 billion for the year — driven largely by GLP-1 medications.

In Part One of a four-part earnings deep dive, Christopher Durham breaks down exactly what Lilly reported, what executives said on the call, and what it means for people treating the disease of obesity.

This episode examines:

• Mounjaro and Zepbound revenue growth
• Lilly’s 60% share of the incretin market
• The 7% price decline and projected pricing pressure in 2026
• Lilly’s $55 billion manufacturing expansion since 2020
• The rapid growth of LillyDirect and the self-pay vial strategy
• The Zepbound KwikPen launch
• Orforglipron and its potential 2026 U.S. launch timeline
• Retatrutide’s Phase 3 roadmap and 29% weight loss data
• Tirzepatide lifecycle expansion, including type 1 diabetes research
• Brenipatide and expansion into brain health
• Combination therapy and the positioning of obesity as a disease modifier

This is not a marketing recap. It is a source-driven analysis of Lilly’s earnings transcript, investor presentation, and forward guidance.

Christopher has personally used tirzepatide, Mounjaro, and Zepbound. He has paid out of pocket and navigated shortages and insurance denials. His perspective is grounded in lived experience as well as detailed review of the primary documents.

Lilly is currently the dominant company in obesity medicine. The question explored in this episode is whether it will simply remain the biggest — or whether it will use its scale, innovation, and profitability to become the leader patients truly need.

This is Part One of the four-part series. Next: Novo Nordisk, followed by Pfizer and Amgen.

00:00 Introduction to Obesity Medicine Earnings Reports
00:37 Eli Lilly's Financial Performance
00:49 Challenges in Access and Affordability
02:21 Overview of the Four-Part Series
02:48 Eli Lilly's Q4 2025 Financial Results
04:16 Key Drivers: Mounjaro and Zepbound
05:20 Patient Access and Pricing Issues
06:56 Future Outlook and Manufacturing Expansion
07:50 Focus on Access and Affordability
14:16 Upcoming Oral GLP-1 Therapy: Orforglipron
16:25 High-Intensity Therapy: Retatrutide
18:57 Ongoing Development of Tirzepatide
20:54 Combination Therapies and New Indications
22:59 Conclusion and Call to Action