Peptide News Digest

#Guidance-Raised

3 stories

Industry · View digest

Eli Lilly (NYSE: LLY) Reports Q2 2026 Earnings Wednesday August 5 With Revenue of $23 Billion (+48% Year-Over-Year), Full-Year 2026 Revenue Guidance Raised to $85-87 Billion From Prior $82-85 Billion; Mounjaro (Tirzepatide) Type 2 Diabetes Revenue Rose 91% to $9.9 Billion ($4.8B US + $5.2B International), Zepbound (Tirzepatide) Obesity Revenue Reached $4.9 Billion US (+44% YoY on Strong Prescription Volume More Than Offsetting Price Declines), Foundayo (Orforglipron) Generated $98 Million in Its First Fully Operational Commercial Quarter Since the April 2026 FDA Approval; Combined Mounjaro + Zepbound Franchise Reached $14.9 Billion for the Quarter, and LLY Shares Rose Approximately 4% Intraday

Eli Lilly (NYSE: LLY) reported Q2 2026 earnings Wednesday August 5, 2026 with revenue of $23 billion (+48% year-over-year), well ahead of analyst consensus of $20.5 billion. Full-year 2026 revenue guidance was raised to $85-87 billion from the prior $82-85 billion range. Mounjaro (tirzepatide for type 2 diabetes) revenue rose 91% to $9.9 billion, split $4.8 billion US and $5.2 billion international, with the international majority driven by aggregate international Mounjaro market share now above 50% per prior Lilly executive commentary. Zepbound (tirzepatide for obesity) delivered $4.9 billion in US revenue (+44% year-over-year), with strong prescription-volume growth more than offsetting the low-to-mid-teens price erosion Lilly had guided to for FY26. Foundayo (orforglipron, the first oral small-molecule GLP-1 receptor agonist approved by FDA in April 2026) generated $98 million in its first fully operational commercial quarter, providing the first commercial-earnings-line view of the oral small-molecule GLP-1 category. Combined Mounjaro + Zepbound franchise revenue reached $14.9 billion, representing approximately 65% of total Lilly revenue for the quarter. LLY shares rose approximately 4% intraday on the earnings and guidance beat. Analyst commentary flagged the substantial widening of the Lilly-Novo obesity franchise gap.

Industry · View digest

Pfizer (NYSE: PFE) Q2 2026 Earnings Tuesday August 4 Beat Consensus With Revenue of $15 Billion and Adjusted Diluted EPS of $0.77; Full-Year 2026 Revenue Guidance Midpoint Raised to $60.5-62.5 Billion (From $59.5-62.5 Billion) With Approximately $1.5 Billion Upside From Non-COVID Products Partially Offset by a Reduction in COVID Treatment Forecast to Approximately $4 Billion for the Year; CEO Albert Bourla Says the Obesity Program Is Advancing With Substantial Momentum and Adjusted R&D Expenses Increased 12% Operationally to $2.7 Billion Driven by Oncology and Obesity Product Candidates; Shares Rose Approximately 1.86% to $25.50

Pfizer (NYSE: PFE) reported Q2 2026 earnings Tuesday August 4, 2026 with revenue of $15 billion and adjusted diluted EPS of $0.77, beating analyst expectations. The company raised the midpoint of its full-year 2026 revenue guidance to $60.5-62.5 billion, up from a previous $59.5-62.5 billion range. The guidance update reflected approximately $1.5 billion in upside from non-COVID products, partially offset by a reduction in the company's forecast for COVID-19 treatments (Paxlovid and Comirnaty) now pegged at approximately $4 billion for the year. Adjusted R&D expenses increased 12% operationally to $2.7 billion, driven by increased spending on oncology and obesity product candidates. CEO Albert Bourla said in the earnings call that the obesity program is advancing with substantial momentum and that the oncology portfolio remains a source of strength. Shares rose approximately 1.86% to $25.50 following the announcement. Pfizer's obesity program includes danuglipron (oral GLP-1) and multiple next-generation candidates advanced through the Metsera acquisition; the Metsera monthly-injectable ultra-long-acting GLP-1 candidate produced up to 11% weight loss over 28 weeks in Phase 2b data reported earlier in 2026.

Industry · View digest

Novo Nordisk Q2 2026 Earnings Tuesday August 4 Report Sales of 78.49 Billion Danish Kroner ($12.09 Billion, +3% Constant Currency, +7% Adjusted Sales); Wegovy Injectable Reached 19.484 Billion DKK (+1% YoY), Wegovy Pill (Oral Semaglutide 25/50 mg for Obesity, Launched Q1 2026) Generated 3.218 Billion DKK on More Than 5 Million Cumulative Prescriptions Since Launch, and Ozempic (Semaglutide for Type 2 Diabetes) Grew 3% to 31.375 Billion DKK; 2026 Adjusted Sales Guidance Hiked From Prior Range to Down 6% to Flat at Constant Exchange Rates on the Wegovy Pill Strength

Novo Nordisk reported Q2 2026 earnings Tuesday August 4, 2026 with sales of 78.49 billion Danish kroner ($12.09 billion, +3% constant currency, +7% adjusted). Franchise performance: Wegovy injectable reached 19.484 billion DKK (+1% year-over-year); Wegovy pill (oral semaglutide 25/50 mg for obesity, launched Q1 2026) generated 3.218 billion DKK on more than 5 million cumulative prescriptions since launch; Ozempic (semaglutide for type 2 diabetes) grew 3% to 31.375 billion DKK. Novo Nordisk hiked its 2026 adjusted sales guidance to down 6% to flat at constant exchange rates, an improvement from the previous guidance that had reflected the substantially compressed pricing environment from the Trump administration Most-Favored-Nation deals and the July 1 Medicare GLP-1 Bridge Program launch. The Wegovy pill launch trajectory (5 million prescriptions in roughly six months) is one of the fastest oral obesity-drug uptake curves on record and effectively confirms the strength of the SNAC-enhanced oral peptide formulation strategy that Novo has pursued since the 2019 Rybelsus approval for type 2 diabetes. Novo shares tanked despite the raised outlook, reflecting concern about the tough Q2 2025 comparison and margin trajectory into 2027.