Eli Lilly's Stock Plummets 14% as $16.85B Surge Pushes It to Fourth in Market Activity Despite 38% Revenue Jump

On August 7, 2025, Eli Lilly (LLY) reported a 14.14% decline in its stock price amid a surge in trading volume to $16.85 billion, ranking it fourth in market activity. The company’s Q2 2025 financial results showed a 38% year-over-year revenue increase to $15.56 billion, driven by robust sales of Zepbound and Mounjaro. Non-GAAP EPS rose 61% to $6.31, with full-year revenue guidance raised to $60–$62 billion, reflecting sustained demand for its blockbuster drugs.

Key pipeline updates included positive Phase 3 data for orforglipron, an oral obesity treatment, and cardiovascular benefits demonstrated by Mounjaro in type 2 diabetes patients. Acquisitions of SiteOne and Verve Therapeutics expanded R&D capabilities. Despite record gross margins and strong operating income, market reaction remained mixed, with concerns over pricing pressures and regulatory uncertainties, including potential U.S. tax changes, influencing investor sentiment.

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