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.
22 matches for “Zepbound”; 5 quoted, at least 25 words apart.
…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…
…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…
…reached a plateau, as reflected in US trends. Finally, in cardiometabolic health, Zepbound and Mounjaro both delivered strong results. Outside the US, positive uptake trends…
…sustained market growth in the quarters and years to come. We have Zepbound revenue more than doubled compared to Q4 2024. Zepbound continues to be…
…auto-injectors and vials. We are encouraged to see sustained growth uptake of Zepbound vials, which represented approximately one-third of total Zepbound prescriptions and nearly 50%…
Where the listed words were said
…impact US price: the government access agreement for obesity medicines, updated direct-to-patient Zepbound pricing, and lower Medicaid prices for later life cycle medicines. Pricing outside…
…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,…
…congrats on all the progress here. Can I just ask about international Mounjaro? This seemed like this was a very significant upside driver, at least…
…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…
…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…
…as well as we've seen an increase in utilization of even Zepbound vial at the end of the year when we implemented improved entry price…
…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…
…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