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Lucas Montarce

๐Ÿ‘ค Speaker
81 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

That's included in our guide.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

Very strong volume growth that we expect to see that will more than offset that to get to that 25% that we have in our guide.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

Yeah, that's very important.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

As you mentioned, again, when you think about the volume growth and the volume opportunity, in particular starting with both obesity and type 2 diabetes, we have a large opportunity.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

Both segments are really large, in particular in anti-bacterial medications.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

We are talking about more than 100 million patients in the U.S.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

that we can serve.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

And then globally, there is another 900 million patients that we can serve as well.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

Nowadays, we are serving...

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

low single digits.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

So the penetration is low.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

So there is a big opportunity to continue to drive that growth.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

The fourth quarter, I mentioned that the market in the U.S.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

grew 85%.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

So there is a very big runway to continue to drive growth into the future.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

That's reflected on our volume growth expectation for 2026.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

So the impact is included in that guide that I talk about, again, the low to mid-teens in price erosion.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

That's reflected in that price guide that we have for the year.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

And the prices, as I mentioned, are public.

Bloomberg Talks
Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook

They're $2.45 for the government segment, and the public prices that we have indirect to patients, including the adjustment that we did for $50.