| Stage | SUPN | % of rev | LLY | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $356M | 100.00% | $24.4B | 100.00% | LLY ×68.53 |
| Gross profit | $305M | 85.67% | $20.5B | 83.88% | SUPN +1.8pp |
| Operating income | $180M | 50.56% | $8.6B | 35.28% | SUPN +15.3pp |
| Pre-tax income | $182M | 51.12% | $8.4B | 34.46% | SUPN +16.7pp |
| Net income | $137M | 38.48% | $6.5B | 26.44% | SUPN +12.0pp |
| Stage | SUPN | LLY | Gap · A − B |
|---|---|---|---|
| Revenue | $356M100.00% | $24.4B100.00% | LLY ×68.53 |
| Gross profit | 85.67%$305M | 83.88%$20.5B | SUPN +1.8pp |
| Operating income | 50.56%$180M | 35.28%$8.6B | SUPN +15.3pp |
| Pre-tax income | 51.12%$182M | 34.46%$8.4B | SUPN +16.7pp |
| Net income |
| 38.48%$137M |
| 26.44%$6.5B |
| SUPN +12.0pp |
SUPN 10-KFeb 25 '25
“Each of our three major customers, Cencora, Inc., Cardinal Health, Inc., and McKesson Corporation, individually accounted for more than 20% of our total product revenue in 2024 and collectively accounted for more than 77% of our total product revenue in 2024.”
LLY 10-KFeb 12 '26
“In 2025, 2024, and 2023, three wholesale distributors in the U.S.—McKesson Corporation, Cencora, Inc., and Cardinal Health, Inc.—each accounted for a significant percentage of our consolidated revenue.”
SUPN 10-KFeb 25 '25
“Each of our three major customers, Cencora, Inc., Cardinal Health, Inc., and McKesson Corporation, individually accounted for more than 20% of our total product revenue in 2024 and collectively accounted for more than 77% of our total product revenue in 2024.”
LLY 10-KFeb 12 '26
“In 2025, 2024, and 2023, three wholesale distributors in the U.S.—McKesson Corporation, Cencora, Inc., and Cardinal Health, Inc.—each accounted for a significant percentage of our consolidated revenue.”
SUPN 10-KFeb 25 '25
“We have a license agreement with United Therapeutics Corporation to use one of our proprietary technologies in an oral formulation of treprostinil diethanolamine, or treprostinil, for the treatment of pulmonary arterial hypertension and for other indications.”
LLY · UTHR 10-KFeb 25 '26
“Lilly manufactures and supplies Adcirca for us.”