Eli Lilly generated over $16B in Q3 2026 incretin sales, yet management says they are only reaching 10% of eligible U.S. patients and 2% abroad.


In ~10 minutes:

- Why $4.2B in acquired R&D knocked $4.57 off quarterly EPS 💊

- Medicare's Bridge Program: 80% new patients, 75% picking injections

- Mounjaro crossing $1B in China after steep NRDL price cuts

- A $2B one-time milestone and rebate cliff waiting in 2027

- Shutting down an online black market for unapproved Phase 3 retatrutide


While Wall Street cheered a $5.5B full-year revenue guidance raise to $91B–$92B, Lilly is quietly redeploying its obesity windfall into unannounced early-stage biotech deals—punishing near-term EPS to build its post-obesity pipeline.


Company: Eli Lilly and Company (LLY) | Q3 FY2026

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