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Revenue of $23.0B decomposes into +60% volume against a 13% decline in realized price. Lilly is deliberately spending price to buy the GLP-1 category — and gross margin still expanded 130 basis points while it did. What that pricing doctrine means for 2027 bid cycles, Part D obesity coverage, and every competitor modelling stable net pricing.
Q3 2026 earnings season coverage begins in late October.
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