Eli Lilly And Company · NYSE:LLY

Eli Lilly And — FY2023 Earnings Presentation

13 slides from Eli Lilly And's earnings presentation, December 2022

  1. Slide 1: 2023 Guidance Call

    Lilt, 20235 Guidance Call

  2. Slide 2: Agenda

    AGENDA INTRODUCTION Dave Ricks, Chair and Chief Executive Officer 2023 GUIDANCE Anat Ashkenazi, Chief Financial Officer PIPELINE INSIGHTS Dan Skovronsky, M.D., Ph.D., Chief Scientific and Medical Officer CLOSING REMARKS Dave Ricks, Chair and Chief Executive Officer QUESTION AND ANSWER SESSION 2023 G

  3. Slide 3: Safe Harbor Provision

    SAFE HARBOR PROVISION Lie, This presentation contains forward-looking statements that are based on management's current expectations, but actual results may differ materially due to various factors. The company's results may be affected by factors including, but not limited to, the risks and uncerta

  4. Slide 4: Strategic Deliverables

    STRATEGIC DELIVERABLES MID-TERM OUTLOOK YY Le, Invest in Current Portfolio Deliver Revenue Growth * SG&A: Invest for launch success; drive * Deliver top-tier, volume-driven growth with innovative se margin expansion over time medicines 508 * Gross Margin: Maintain at ~80% by * Growth catalysts inclu

  5. Slide 5: Dynamics Affecting 2023 Outlook

    DYNAMICS AFFECTING 2023 OUTLOOK oy Revenue Growth Drivers: * Continued growth of Mounjaro for patients with type 2 diabetes * Continued uptake of other Key Growth Products: + Verzenio® * Jardiance® + Taltz® * Revenue growth from Japan, China and Europe driven by newly launched products Increased Inv

  6. Slide 6: Reaffirmed 2022 and First Time 2023 Guidance

    REAFFIRMED 2022 AND FIRST TIME 2023 GUIDANCE Lilt 2022 (REAFFIRMED) 2023 COMMENTS i / "Core business (excluding COVID-19 antibodies) growing mid-teens % REVENUE i $28.5- $29.0 billion | $30.3-$30.8billion { (based on midpoints of the guidance ranges] or high-teens in constant : : | currency Slight i

  7. Slide 7: Orforglipron (Oral GLP-1R NPA)

    ORFORGLIPRON (Oral GLP-1R NPA) INITIATING PHASE 3 IN TYPE 2 DIABETES & CHRONIC WEIGHT MANAGEMENT La , CHRONIC WEIGHT MANAGEMENT TYPE 2 DIABETES (Phase 2 preliminary analysis] (Phase 2 results) In patients with obesity who do not have type 2 diabetes, following In patients with type 2 diabetes, follo

  8. Slide 8: Retatrutide (GGG Tri-Agonist)

    RETATRUTIDE (GGG TRI-AGONIST) INITIATING PHASE 3 IN CHRONIC WEIGHT MANAGEMENT Lilt, CHRONIC WEIGHT MANAGEMENT TYPE 2 DIABETES (Phase 2 preliminary analysis] (Phase 2 preliminary analysis) In patients with obesity who do not have type 2 diabetes, following In patients with type 2 diabetes, following

  9. Slide 9: Potential Key Events 2023

    POTENTIAL KEY EVENTS 2023 Phase 3 Initiations Basal Insulin-Fe for type 2 diabetes (QWINT-1] Tirzepatide for chronic weight management (H2H vs semaglutide 2.4 mg) Retatrutide for chronic weight management Orforglipron for chronic weight management Orforglipron for type 2 diabetes Remternetug for ear

  10. Slide 10: Summary

    SUMMARY Core business revenue expected to grow by mid-teens in 2023, with top-tier growth expected through at least 2030 Multiple expected product launches, with potential approvals of donanemab, pirtobrutinib, mirikizumab, lebrikizumab and tirzepatide in obesity 2023 Investment Growth: * Support th

  11. Slide 11: Supplementary Slides

    SUPPLEMENTARY SLIDES Lilt,

  12. Slide 12: 2023 GAAP Walkthrough

    2023 GAAP WALKTHROUGH Lilt GAAP EXCLUSION OF NON-GAAP GUIDANCE AMORTIZATION GUIDANCE TOTAL REVENUE $30.3 - $30.8 billion $30.3 - $30.8 billion COST OF SALES Approx. $510 million GROSS MARGIN % OF REVENUE Approx. 77% Approx. 79% MKTG, SELLING & ADMIN. . $6.9 - $7.1 billion . . $6.9 - $7.1 billion RES

  13. Slide 13: Slide 13

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