| Stage | LLY | % of rev | VRTX | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $24.4B | 100.00% | $3.4B | 100.00% | LLY ×7.09 |
| Gross profit | $20.5B | 83.88% | $2.9B | 84.71% | VRTX +0.8pp |
| Operating income | $8.6B | 35.28% | $713M | 20.72% | LLY +14.6pp |
| Pre-tax income | $8.4B | 34.46% | $783M | 22.77% | LLY +11.7pp |
| Net income | $6.5B | 26.44% | $654M | 19.00% | LLY +7.4pp |
| Stage | LLY | VRTX | Gap · A − B |
|---|---|---|---|
| Revenue | $24.4B100.00% | $3.4B100.00% | LLY ×7.09 |
| Gross profit | 83.88%$20.5B | 84.71%$2.9B | VRTX +0.8pp |
| Operating income | 35.28%$8.6B | 20.72%$713M | LLY +14.6pp |
| Pre-tax income | 34.46%$8.4B | 22.77%$783M | LLY +11.7pp |
| Net income |
| 26.44%$6.5B |
| 19.00%$654M |
| LLY +7.4pp |
LLY · CRSP 10-KFeb 12 '26
“We have also established a collaboration and clinical supply agreement with Eli Lilly to evaluate zugo-cel together with pirtobrutinib in aggressive B-cell lymphomas, further expanding the program's development in oncology.”
VRTX · CRSP 10-KFeb 12 '26
“Collaboration revenue was $35.0 million for the year ended December 31, 2024 and was related to Vertex's achievement of a $10.0 million research milestone and $25.0 million research milestone under the Non-Ex License Agreement with Vertex in 2024.”