CLAIM #37131 · Eli Lilly and Company (LLY) · 2026Q1 earnings call · Apr 30, 2026 · due Dec 31, 2026
“We expect a continued strong year-on-year growth -- sequential growth driven by patient activation.”
Patrik Jonsson · President of Lilly International
How to check this claim
Look at: Year-on-year revenue growth for the relevant product/segment (OUS), next reported quarter(s)
It came true if: Year-on-year growth rate higher than the prior year's comparable quarter growth rate (continued strong growth, directionally positive and sequentially increasing quarter over quarter)
Where: Company quarterly earnings release / segment revenue disclosure (10-Q or earnings call slides)
In context
“arket share above 53% OUS, and that's an average. And in many international markets, we have a market share along the lines of what we see in the U.S. with set bound. And when you get to that level of share, incremental share gain is getting harder. And of course, we will focus our efforts on patient activation, driving increased penetration in the chronic rate managed market and end market growth. And also secondly, what we have seen during the second half of the year has been some seasonality, mainly driven by the holiday season in Europe, where patients tend to take a holiday -- drug holiday break or actually delay the initiation of the new therapy starts. But overall, strong growth across regions. Seems like generic semaglutide is stimulating market growth, and we continue to do well. We expect a continued strong year-on-year growth -- sequential growth driven by patient activation. Operator: Next question will be from Seamus Fernandez from Guggenheim. Seamus Fernandez: Great. So Really, we just wanted to get a better understanding of how the market as you see it is starting to segment and could segment going forward? More as you look forward to the potential introduction of Retatrutide amidst the Foundayo launch as well as then the follow-on to that being the [indiscernible], -- where do you see the market really opening up with each of these potential assets reaching forward? Unknown Executive: Great. Thanks, Seamus. For that question, we'll go to Ken talk a bit about the [indiscernible] portfolio and we see the market segment. Kenneth Custer: Yes, sure. Thanks for the question, Seamus. I think it's reasonable to expect in this large and growing market and opportu”
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SEC filings for LLY ↗ · Claim quote is verbatim from the 2026Q1 earnings call.