Peptide News Digest

#H1-2026-Earnings

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Industry · View digest

Eli Lilly (NYSE: LLY) Q2 2026 Earnings Preview for Wednesday August 5 With Analyst Consensus at $20.5 Billion Revenue and $7.74 EPS Alongside Novo Nordisk H1 2026 Results the Same Day; Primary Analyst Focus Numbers Include Foundayo (Orforglipron) Weekly Prescription Volumes Near 20,000 as the Initial Commercial Ramp Indicator, Mounjaro Sales Trajectory (Q1 2026 Mounjaro + Zepbound Combined $12.82 Billion, ~65% of Lilly Total Revenue), Full-Year 2026 Revenue Guidance Currently at $83-85 Billion, and the Q1 2026 Novo Nordisk Wegovy Pill $354 Million Baseline

Eli Lilly (NYSE: LLY) reports Q2 2026 earnings Wednesday August 5, 2026 before market open with analyst consensus at $20.5 billion revenue and $7.74 EPS. Primary analyst focus numbers: Foundayo (orforglipron) weekly prescription volumes near 20,000 as the initial commercial ramp indicator following the April 2026 FDA approval as the first oral small-molecule non-peptide GLP-1 receptor agonist; Mounjaro (tirzepatide, type 2 diabetes indication) and Zepbound (tirzepatide, obesity indication) sales trajectory (Q1 2026 combined revenue $12.82 billion, approximately 65% of Lilly total revenue, driven by U.S. commercial volume plus international expansion with aggregate international Mounjaro market share now north of 50% per Lilly executive commentary at Goldman Sachs Healthcare Conference); full-year 2026 revenue guidance currently at $83-85 billion for potential revision; and the international pricing pressure headwind with management guiding low-to-mid-teens price erosion for FY26. Novo Nordisk reports H1 2026 results the same Wednesday August 5. Wegovy pill (oral semaglutide 25/50 mg for obesity) Q1 2026 sales of approximately $354 million provide the H1 baseline for the Novo pill franchise; injectable Wegovy Q1 2026 sales were $18.2 billion Danish kroner (+12% YoY).

Industry · View digest

Lonza Reports H1 2026 Earnings Wednesday July 22: CHF 3.37 Billion in Sales (+11.2% AER, +16.0% Constant Exchange Rate), CHF 595 Million Profit (Versus CHF 426 Million H1 2025), CHF 1.2 Billion Core EBITDA (+27.4% YoY) at a 34.8% Margin (+4.4 Percentage Points); Advanced Synthesis Division (Housing Small-Molecule and Bioconjugate Manufacturing) Delivered 27.7% CER Sales Growth Driven by Small-Molecule and Bioconjugate Demand — Lonza Also Confirmed the CDMO Capacity Expansion in Stein, Switzerland Following a Major-Pharma ADC Clinical and Commercial Manufacturing Agreement

Lonza (SIX: LONN) reported first-half 2026 earnings Wednesday July 22, 2026: sales of CHF 3.37 billion (up 11.2% at actual exchange rate, up 16.0% at constant exchange rate), CHF 595 million profit (CHF 8.18 per share) versus CHF 426 million (CHF 5.68 per share) in H1 2025, and CHF 1.2 billion core EBITDA (up 27.4% year-over-year) at a 34.8% margin (up 4.4 percentage points). The Advanced Synthesis division, which houses small-molecule and bioconjugate manufacturing, delivered 27.7% CER sales growth driven by demand for small-molecule and bioconjugate products; the Integrated Biologics division grew 10% CER. Lonza lifted its full-year 2026 margin outlook and confirmed CDMO capacity expansion in Stein, Switzerland following a major-pharma ADC clinical and commercial manufacturing agreement. The Lonza H1 print, combined with the July 20 Samsung Biologics $1.8 billion PolyPeptide tender offer and the July 2 Lonza-Nona Biosciences TfR1 BBB deal, sustains the peptide- and biologic-CDMO consolidation thesis that has run through the first half of 2026. Peptide-based GLP-1 manufacturing capacity constraints continue to drive premium CDMO pricing.