Lilly (Eli)

Revenue is increasingly recurring and diversified across chronic therapies with very high adherence. TTM revenue through Q3 2025 is roughly 59.4 billion dollars, up sharply year over year, driven predominantly by incretin volume growth. Secular tailwinds in obesity, diabetes, and Alzheimer’s care add multi‑year demand visibility.

The main unpredictability drivers are manufacturing scale‑up timing, competitive launches, and payer policy. Nonetheless, broad geographies, multiple indications, and a pipeline with staggered catalysts (orforglipron filings by year end 2025, retatrutide Phase 3 programs, cancer and immunology adds) support a strong predictability profile.