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.
12 matches for “Medicare”; 5 quoted, at least 25 words apart.
…provide access to obesity medicines to millions of Americans with insurance through Medicare and Medicaid. We're proud of our ability to bring these important medicines…
…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,…
…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…
Great. Thanks, Terence, for the question on guidance and kind of Medicare ramp in the back half of the year as well as if there's…
…very positive about the opportunity to bring anti-obesity medications to patients in Medicare. As I mentioned, again, the co-pay of $50 for the patients would…
Where the listed words were said
…revenue increased 43% in Q4, driven by volume growth of Mounjaro and Zepbound, partially offset by a 7% decline in price. Revenue growth was strong…
…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…
…government access agreement for obesity medicines, updated direct-to-patient Zepbound pricing, and lower Medicaid prices for later life cycle medicines. Pricing outside the US will be…
…plateau, as reflected in US trends. Finally, in cardiometabolic health, Zepbound and Mounjaro both delivered strong results. Outside the US, positive uptake trends of Mounjaro…
…that bolus, I think, is between 10-20% will actually move into the Medicare space. I think that will happen relatively fast, and we will continue…
…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…
…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.…
…was a slight impact in Q4 driven by the NRDL listing in China effective January 1, 2026, which slightly impacts the purchasing pattern in China…
…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…
…platforms are on the lines as we've done in the US with Lilly Direct, where we are providing opportunity for patients both to seek start…
…for people with Medicaid in 2027. Within revenue, we anticipate Eblis, Jayperca, Inlureo, Kisanlo, and Omvo will all contribute to growth, whereas late lifecycle products…
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