礼来_JPM_Fireside Presentation_1.14.2025.pdf

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1、ELI LILLY AND COMPANYJP MORGAN UPDATE1.14.25Safe Harbor ProvisionThis presentation contains forward-looking statements that are based on managements current expectations,but actual results may differ materially due to various factors.The companys results may be affected by factors including,but not

2、limited to,the risks and uncertainties in pharmaceutical research and development;competitive developments;regulatory actions;litigation andinvestigations;business development transactions;economic conditions;and changes in laws and regulations,including healthcare reform.For additional information

3、about the factors that affect the companys business,please see the companys latest Form 10-K and subsequent Forms 10-Q and 8-K filed with the Securities and Exchange Commission.These materials are not intended to promote the products referenced herein or otherwise influence healthcare prescribing de

4、cisions.The safety and efficacy of the agentsunder investigation have not been established.There is no guarantee that the agents will receive regulatory approval or becomecommercially available for the uses being investigated.2 2The company undertakes no duty to update forward-looking statements exc

5、ept as required by applicable law.0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%6008001,0001,2001,4001,6001,800U.S.Incretin Analogs MarketNot for promotional use3Total PrescriptionsNovo SOM 50.7%Lilly SOM 48.7%Total Prescriptions 4 Week Rolling Average(thousands)Source:IQVIA weekly NPA tota

6、l prescriptions,weekly data December 27,2024Incretin analogs market includes:injectable GLP-1s,oral GLP-1s and GLP-1/GIP dual agonists Total prescriptions posted robustgrowth:45%in Q4 vs.prior year Lilly share of market increased 3ppts in Q