The Rundown Deep Dive: How Eli Lilly Became the First $1 Trillion Healthcare Company
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Nov 29, 2025 This week, delve into Eli Lilly's remarkable transformation into a $1 trillion powerhouse. Discover how GLP-1 drugs like Mounjaro are reshaping its business landscape. Learn about the competitive edge against Novo Nordisk and the implications of their supply issues. Explore the potential of the upcoming oral pill and new treatment areas beyond weight loss. Finally, weigh the financial prospects against the looming risks of competition and patent expiration as investors eagerly watch Lilly's next moves.
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149 Years Of Reinvention
- Lilly has a long history of blockbusters, from mass-producing insulin in the 1920s to launching Prozac in 1987.
- Those past successes show the company repeatedly reinventing itself across a 149-year history.
Rapid Reinvention Through Two Blockbusters
- Eli Lilly transformed itself overnight with terzepatide-based drugs Manjaro and ZepBound launched in 2022–2023.
- Those two drugs now make up 57% of Lilly's revenue after explosive adoption and sales growth.
Dual-Hormone Edge Over Ozempic
- Lilly's tirzepatide combines GLP-1 and GIP action, making it more effective than first-generation GLP-1s like Ozempic.
- Superior efficacy plus Novo Nordisk supply problems let Lilly seize US market share quickly.