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Eli Lilly Stock Slides. Zepbound and Mounjaro Sales Miss Estimates Again. - Barron's

1. LLY's GLP-1 drug sales missed Wall Street estimates, impacting stock negatively. 2. Mounjaro's Q4 sales were $3.5 billion, below the $4.4 billion estimate. 3. Zepbound's Q4 sales of $1.9 billion fell short of the $2.1 billion expectation. 4. Consecutive sales misses echo prior October 2024 disappointments, causing selloff. 5. 2025 revenue guidance slightly exceeds expectations, at $58-61 billion.

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FAQ

Why Bearish?

Consistent sales misses can lead to lost investor confidence, particularly in key drugs.

How important is it?

Sales performance of GLP-1 drugs is crucial for LLY's market position and investor sentiment.

Why Short Term?

Immediate sales data typically affects stock performance, while long-term outlook remains uncertain.

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