Eli Lilly Projects 45% Revenue Surge to $94.9B and Reports Fourth Positive Jaypirca Trial
Eli Lilly trades at 39x trailing earnings, has gained 25% year-over-year, and revenue rose from $28.5 billion in 2022 to $65.1 billion TTM, with projections to $94.9 billion by 2027. Orforglipron’s tiered pricing launch and a fourth positive Phase 3 Jaypirca trial point to potential peak sales of $35 billion and label expansion later.
1. Bull Case for $2,000 Share Price
Eli Lilly stock has advanced roughly 25% over the past year to trade around $939 per share, supported by a valuation of 39x trailing adjusted earnings and 27x forecasted 2026 earnings. Revenue expanded from $28.5 billion in 2022 to $65.1 billion TTM, with projections reaching $94.9 billion by 2027.
2. Oral GLP-1 Launch Fuels Growth
The launch of oral GLP-1 Orforglipron introduces tiered pricing—$25 per month for commercially insured patients, $149–$349 for self-pay, and about $50 under Medicare Part D—and targets roughly 100 million obese U.S. adults. Analyst projections estimate $1.7 billion in sales for 2026, with peak potential of $35 billion.
3. Fourth Positive Jaypirca Phase 3 Trial
The fourth positive Phase 3 trial for Jaypirca (pirtobrutinib) in chronic lymphocytic leukemia demonstrated significant progression-free survival improvements when combined with venetoclax and rituximab. Head-to-head data versus Imbruvica highlighted Jaypirca’s competitive advantage, and a label expansion filing is planned later this year.