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Eli Lilly: obesity-drug scale is now a manufacturing and cash-conversion test
Eli Lilly reported FY2025 revenue of $65.2 billion and 2026 Q1 revenue of $19.8 billion. The thesis depends on tirzepatide demand, manufacturing capacity, pipeline reinvestment and cash conversion.
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Eli Lilly: obesity-drug scale is now a manufacturing and cash-conversion testEli Lilly reported FY2025 revenue of $65.2 billion and 2026 Q1 revenue of $19.8 billion. The thesis depends on tirzepatide demand, manufacturing capacity, pipeline reinvestment and cash conversion.NYSEMay 19, 2026Research reportReadSlides