An investor who put $10,000 into Eli Lilly (LLY) stock on October 14, 2025 held about $15,500 by October 15, 2026. Placing that same sum in the S&P 500 over the identical period would have yielded about $11,790. By mid-2026, two drugs, Zepbound and Mounjaro, accounted for most of the company's sales.
An investor who put $10,000 into Eli Lilly (LLY) stock on October 14, 2025 held about $15,500 by October 15, 2026.
Placing that same sum in the S&P 500 over the identical period would have yielded about $11,790.
By mid-2026, two drugs, Zepbound and Mounjaro, accounted for most of the company's sales.
An investor who put $10,000 into Eli Lilly (LLY) stock on October 14, 2025 held about $15,500 by October 15, 2026. Placing that same sum in the S&P 500 over the identical period would have yielded about $11,790. By mid-2026, two drugs, Zepbound and Mounjaro, accounted for most of the company’s sales. How early did those two drugs show up in what Lilly said and filed?
Lilly Pointed To Both Drugs In October 2024
The drugmaker highlighted both treatments during its fiscal Q3 2024 call on October 30, 2024, nearly a year prior to the twelve months measured here. Executives noted that new product revenue expanded by over $3 billion, led by Mounjaro and Zepbound. Expanding manufacturing also emerged as a top priority during that presentation.
Those remarks suggested the primary constraint on the business was production capacity rather than prescription demand. The quarter detailed on that call ended September 2024 and posted a 20.4% year-over-year revenue increase. Stripping out the olanzapine portfolio, management noted that revenue actually grew 42%. In short, executives focused heavily on supply at a moment when growth was already strong.
A run like this can leave Eli Lilly a much larger share of what you own than you planned. See how to protect a concentrated position.
Lilly’s Supply Caught Up, And Revenue Jumped
Subsequent filings showed sales rising as new supply hit the market. Management confirmed on a February 6, 2025 call that the company had successfully delivered on its production target. On that call, Lilly reported that revenue grew 44.7% from a year earlier in the quarter ended December 2024. That pace held steady, with growth registering at 45.2% in the quarter ended March 2025.
Averytin News Financial update.