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Significant revenue beat, raised full-year guidance, and multiple regulatory approvals suggest sustained growth and potential multiple expansion; IPR&D charges are a GAAP headwind but not a recurring cash item, which investors typically overlook in favor of underlying growth.
What happened, with direct paths to the underlying reporting
Lilly posted a robust Q3 2026 with revenue of $24.4B, up 39% YoY, led by Mounjaro and Zepbound. The company raised 2026 guidance to $91-92B and non-GAAP EPS to $35-36, offset by $4.57B in acquired IPR&D charges. Regulatory expansions and strategic acquisitions signal stronger long-term growth, though GAAP metrics reflect significant one-time charges.
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