Eli Lilly reported second-quarter revenue of $23 billion, up 48% year over year, and raised full-year guidance to $85 billion-$87 billion as demand for its GLP-1 medicines kept expanding in the U.S. and overseas. Mounjaro sales rose 91% to $9.9 billion worldwide, while Zepbound’s U.S. revenue climbed 44% to $4.9 billion; outside the United States, revenue jumped 80% to $8.6 billion and volume surged 113% even as prices fell 36% after Mounjaro joined China’s NRDL. In a Mad Money discussion about how price targets are set, Jim Cramer and CNBC Investing Club’s portfolio analyst Jeff Marks cited Eli Lilly and Nvidia as leading momentum stocks, with Marks arguing Lilly’s GLP-1 opportunity should be judged years ahead and could run toward the end of the decade. Morgan Stanley expects the global obesity and diabetes drug market to reach $190 billion by 2035, up from $79 billion in 2025, helped by oral GLP-1 pills and broader insurance coverage.