Eli Lilly (LLY): FY25 Q4 earnings call, Feb 4, 2026
On its Feb 4, 2026 earnings call (FY25 Q4), Eli Lilly said 15 of the 20 words Kalshi and Polymarket listed; Parrot’s count agreed with all 20 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
20 words · 15 settled yes · our count agreed on 20 of 20- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Zepbound | Yes | 22 | 22 | ✓ | 96%transcripts from the transcript model | – |
| Phase 3 | Yes | 20 | 20 | ✓ | 96%transcripts from the transcript model | – |
| Medicare / Medicaid | Yes | 15 | 16 | ✓ | 84%transcripts from the transcript model | – |
| Mounjaro | Yes | 13 | 13 | ✓ | 95%transcripts from the transcript model | – |
| Medicare | Yes | 12 | 12 | ✓ | 81%transcripts from the transcript model | – |
| Impact | Yes | 10 | 10 | ✓ | 92%transcripts from the transcript model | – |
| Regulation / Regulator / Regulatory | Yes | 6 | 6 | ✓ | 89%transcripts from the transcript model | – |
| Alzheimers | Yes | 5 | 5 | ✓ | 84%transcripts from the transcript model | – |
| China | Yes | 5 | 5 | ✓ | 81%transcripts from the transcript model | – |
| Vial | Yes | 4 | 4 | ✓ | 88%transcripts from the transcript model | – |
| LillyDirect | Yes | 4 | 4 | ✓ | 82%transcripts from the transcript model | – |
| Inluriyo | Yes | 2 | 2 | ✓ | 39%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 2 | 2 | ✓ | 33%transcripts from the transcript model | – |
| Nvidia | Yes | 2 | 2 | ✓ | 16%transcripts from the transcript model | – |
| Ventyx | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Walmart | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Texas | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Lebanon | No | 0 | 0 | ✓ | 23%transcripts from the transcript model | – |
| Parkinsons | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Pennsylvania | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Impact”; 5 quoted, at least 25 words apart.
…we share our 2026 financial guidance and highlight key factors that will impact our financial outlook. We expect revenue to be between $80 billion and…
…a drag on growth in the low to mid-teens. Three factors will impact US price: the government access agreement for obesity medicines, updated direct-to-patient Zepbound…
…Across the P&L, there are pushes and pulls that we anticipate will impact our performance margin expectations. We expect gross margin will be relatively stable…
…clinical stage pipelines in company history, we are investing to maximize the impact of these potential new medicines. Marketing, selling, and administrative expenses are expected…
…a base for 2026 growth. Also consider that there was a slight impact in Q4 driven by the NRDL listing in China effective January 1,…
Where the listed words were said
…platform reached 1 million patients in 2025. Our most popular offering, the Zepbound self-pay vials, now makes up one-third of new patient starts who start…
…Mounjaro and Kisanlo. We generated positive clinical data in more than 25 phase three trials, including registrational trials to support two new incretins, Orforglipron and…
…and to launch in most international markets during 2027. We anticipate new Medicare access to obesity medicines will become effective no later than July 1,…
…revenue. US revenue increased 43% in Q4, driven by volume growth of Mounjaro and Zepbound, partially offset by a 7% decline in price. Revenue growth…
…level, Lucas. Just wondering if you can talk about what's embedded for Medicare volume ramp in the back half of the year and how that…
…basically also thinking about prescribing this in commercial. How that will then impact the employer side, I think the message is clear. Right? Again, there…
…published in the Journal of Clinical Oncology. We submitted these results to regulatory authorities to potentially enable the use of pirtobrutinib in earlier lines of…
…$109 million, driven by overall market growth, increased awareness and diagnosis of Alzheimer's disease, as well as increased prescriber adoption based on Kisanlo's clinical profile.…
…more countries. We're currently reimbursed in nine, with the last one being China with the NRDL. And we will do that with a maintained discipline…
…US total prescription growth for Zepbound was robust, both in auto-injectors and vials. We are encouraged to see sustained growth uptake of Zepbound vials, which…
…There is a bolus of patients that we have nowadays in the Lilly Direct business that we believe are also Medicare patients. So expect that…
…SiteOne, Adverum, and the upcoming acquisition of Ventix. We continue investing in artificial intelligence to discover and develop new medicines. In addition to our new…
Agents: this page as TSV at /api/v1/appearances/eli-lilly:2026-02-04:earnings_call · words: /api/v1/brief?appearance=eli-lilly:2026-02-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP