礼来第三季度营收244亿美元增39%：Mounjaro销售额107亿美元增65%，全年营收指引上调至910亿至920亿美元
制药公司礼来 Eli Lilly and Company（NYSE: LLY）10 月 29 日在印第安纳州 Indianapolis 公布 2026 年第三季度业绩：季度营收 244 亿美元（243.97 亿美元），同比增长 39%，主要由糖尿病药 Mounjaro 与减重药 Zepbound 拉动；公司同时把 2026 年全年营收指引中点上调 55 亿美元，至 910 亿至 920 亿美元。
盈利方面，第三季度报告口径净利为 64.51 亿美元、每股收益 7.22 美元，同比增长 16%；非公认会计准则（non-GAAP）口径净利 66.79 亿美元、每股收益 7.48 美元，同比增长 7%。两个口径的每股收益均包含每股 4.57 美元的收购在研项目（IPR&D）费用，去年同期该项仅为每股 0.71 美元；这笔总额约 42 亿美元的费用主要与收购 AtaiBeckley 与 Curevo 两家公司有关。
产品方面，Mounjaro 第三季度全球销售额 107.23 亿美元，同比增长 65%，其中美国市场 50 亿美元、增长 41%，美国以外市场增长 93% 至 57 亿美元；Zepbound 美国销售额增长 48% 至 53.52 亿美元。公司称，季度销量增长 53%，部分被实际价格下降 15% 抵消；季度营收中还包含约 9 亿美元的一次性收益，主要是与勃林格殷格翰合作的糖尿病药 Jardiance 最后一笔 4.1 亿美元销售里程碑付款，公司表示此后不再有该项里程碑。
全年指引方面，礼来把 2026 年营收预期上调至 910 亿至 920 亿美元，并把全年 non-GAAP 每股收益的 underlying 指引中点上调每股 4.07 美元，但因第三季度并购产生的每股 4.57 美元 IPR&D 费用超过了这一上调幅度，更新后的全年 non-GAAP 每股收益区间为 35.00 至 36.00 美元。
监管与管线进展方面，美国食品药品监管局（FDA）本季度批准了 Mounjaro 用于降低 2 型糖尿病成人心血管风险、每周一次的基础胰岛素 Onswik、Inluriyo 联合 Verzenio 用于特定晚期乳腺癌，以及 Jaypirca 扩大用于未经治疗的慢性淋巴细胞白血病或小淋巴细胞淋巴瘤。管线方面，新一代药物 retatrutide 在与 Ozempic 2 毫克的头对头三期试验中取得积极顶线结果。
董事长兼首席执行官 David A. Ricks 表示，礼来本季度再创佳绩、超出此前预期，因而得以上调全年展望；营收增长来自 Mounjaro 与 Zepbound 在全球的广泛需求、Foundayo 的全球上市、美国肥胖治疗覆盖扩大，以及肿瘤、免疫与神经科学领域最新产品销售额翻倍。公司第三季度完成了对 AtaiBeckley 的收购，季后又完成了对 Merida Biosciences 的收购。
Lilly Third-Quarter Revenue Rises 39% to $24.4 Billion as Mounjaro Sales Jump 65% to $10.7 Billion and Full-Year Revenue Guidance Is Raised to $91-92 Billion
Eli Lilly and Company (NYSE: LLY) announced third-quarter 2026 results on October 29 in Indianapolis, Indiana. Revenue rose 39% to $24.4 billion ($24.397 billion), driven primarily by diabetes drug Mounjaro and weight-loss drug Zepbound, and the company raised the midpoint of its full-year 2026 revenue guidance by $5.5 billion to a range of $91.0 billion to $92.0 billion.
Reported net income was $6.451 billion, or $7.22 per share, up 16%, while non-GAAP net income was $6.679 billion, or $7.48 per share, up 7%. Both reported and non-GAAP EPS included $4.57 per share of acquired in-process research and development (IPR&D) charges, compared with $0.71 in the third quarter of 2025; the charges, totaling about $4.2 billion, primarily related to the acquisitions of AtaiBeckley Inc. and Curevo Inc.
Mounjaro's worldwide revenue increased 65% to $10.723 billion, with U.S. revenue up 41% to $5.0 billion and revenue outside the U.S. up 93% to $5.7 billion. U.S. Zepbound revenue increased 48% to $5.352 billion. Worldwide volume grew 53%, partially offset by a 15% decrease in realized prices. Third-quarter revenue also included approximately $900 million of benefits, primarily $410 million of sales-based milestone payments for diabetes drug Jardiance under the company's collaboration with Boehringer Ingelheim, which Lilly said are the last milestones it expects to receive.
For the full year, Lilly raised its revenue guidance to $91.0 billion to $92.0 billion and raised underlying non-GAAP EPS guidance by $4.07 at the midpoint, which was more than offset by the $4.57 of acquired IPR&D charges from third-quarter business development activity, resulting in an updated non-GAAP EPS range of $35.00 to $36.00.
On the regulatory front, the U.S. Food and Drug Administration (FDA) approved Mounjaro to reduce cardiovascular risk in adults with type 2 diabetes, Onswik, a once-weekly basal insulin for adults with type 2 diabetes, Inluriyo in combination with Verzenio for certain adults with advanced or metastatic breast cancer, and an expanded indication for Jaypirca in adults with untreated chronic lymphocytic leukemia or small lymphocytic lymphoma. Pipeline highlights included positive topline results from a head-to-head Phase 3 trial of retatrutide versus Ozempic 2 mg in adults with type 2 diabetes.
Chair and CEO David A. Ricks said Lilly had another strong quarter, exceeding prior expectations and allowing the company to raise its full-year outlook, with revenue growth driven by broad global demand for Mounjaro and Zepbound, the global launches of Foundayo, expanded U.S. coverage for obesity care, and a doubling in its newest products in oncology, immunology and neuroscience. Lilly completed the acquisition of AtaiBeckley during the quarter and, after quarter end, completed the acquisition of Merida Biosciences.
来源：GSM·美国（原文链接）
图片来源：图：礼来公司（Eli Lilly）在 Indianapolis 的化学大楼外景（资料图）。照片：Zummy 摄，CC BY 3.0，经 Wikimedia Commons。 / The Eli Lilly Chemistry Building in Indianapolis (file photo). Photo: Zummy, CC BY 3.0, via Wikimedia Commons.
