Quick Read – Eli Lilly Q2 revenue surged 48% to $23 billion as Mounjaro hit $9.9 billion in quarterly sales, claiming the title of world’s best-selling drug. – Lilly and Nvidia are committing up to $1 billion over five years to a joint AI lab targeting faster drug discovery and…
arter manufacturing. – GLP-1 cash flows are funding AI infrastructure that could shorten development timelines and push Lilly’s growth well beyond obesity into every therapeutic area. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Eli Lilly didn’t make the cut. Grab the names FREE today
The market has spent the past two years treating pharmaceutical stocks like a referendum on GLP-1 drugs. That has been justified. Weight-loss and diabetes therapies have reshaped the industry’s growth outlook and created a handful of blockbuster winners.
Yet markets have a habit of looking backward. The companies that generate today’s profits are not always the ones creating tomorrow’s competitive advantage. Eli Lilly’s (NYSE:LLY) latest earnings report shows why investors should celebrate its GLP-1 dominance today while paying even closer attention to the artificial intelligence investments that could fuel the next decade of growth.