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Revenue growth of 48% was primarily catalyzed by the massive scale-up of Zepbound and Mounjaro, which contributed $6.3 billion in incremental growth compared to the prior year.
Management attributed the 121% growth in Oncology, Immunology, and Neuroscience to successful portfolio diversification and the rapid uptake of new medicines like Inluriyo and Kisunla.
The U.S. Foundayo launch is transitioning from a physician education and access-securing phase to a broad direct-to-consumer marketing phase to capture pent-up demand.
Gross margin expansion to 86.3% was driven by a favorable product mix and manufacturing efficiencies, despite significant investments in promotional activities for new launches.
Strategic business development accelerated with acquisitions of Curevo, LimmaTech, and Vaccine Company, marking a deliberate entry into the infectious disease prevention market.
The acquisition of AtaiBeckley signals a strategic pivot toward rapid-acting neuroplastogens to address high unmet needs in treatment-resistant depression.
International market leadership in incretins was strengthened to approximately 55% share, with management focusing on market expansion rather than just share gains in mature regions.