[Lilly's revenue soared 48%](https://www.marketwatch.com/story/lillys-revenue-soars-48-driven-by-demand-of-its-glp-1s-7361c223?mod=mw_rss_topstories) on GLP-1s and (https://www.cnbc.com/2026/08/05/cvs-health-cvs-earnings-q2-2026.html) — the market priced this as structural. But the accrual story is a red flag: insurance claims are lagging revenue recognition because pharmacy volumes spiked before actuarial catch-up. That gap closes in Q3.

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