Quarterly Performance of Eli Lilly’s Neuroscience Products

Eli Lilly’s (LLY) neuroscience franchise includes neuroscience products Cymbalta, Strattera, and Zyprexa.

The above chart shows revenues for Eli Lilly’s neuroscience drugs over the last few quarters.

Strattera, a drug for attention-deficit/hyperactivity disorder, reported a 17.0% fall in revenues to $186.6 million in 2Q17 compared to $224.6 million in 2Q16. US sales fell 29.0% to $101.5 million, while sales outside the US markets rose 5.0% to $85.1 million in 2Q17.

Cymbalta, an antidepressant for the treatment of depression and anxiety and, at times, for bone and muscle pain, reported a 13.0% fall in revenues to $206.6 million in 2Q17 compared to $236.5 million in 2Q16. The fall in revenues was driven by a 22.0% fall in US sales to $47.1 million and a 9.0% fall in sales outside the US markets to $159.6 million in 2Q17.

Zyprexa, an antipsychotic drug for the treatment of brain disorders such as schizophrenia, reported a 33.0% fall in revenues to $140.8 million in 2Q17 compared to $210.7 million in 2Q16. US sales fell 10.0% to $13.0 million, while sales outside the US markets fell 35.0% to $127.8 million in 2Q17. Sales outside the US markets were impacted by patent expiration in Japan in June 2016 with a 56.0% fall in sales in Japan due to generic competition.

The VanEck Vectors Morningstar Wide Moat ETF (MOAT) has 2.5% of its assets in Eli Lilly (LLY). MOAT also holds 2.4% in Allergan (AGN), 2.7% in Amgen (AMGN), and 3.0% in Biogen Idec (BIIB).