LLY · Healthcare

ELI LILLY & Co

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-09-23

• Manufacturing Capacity ExpansionImportance 64 · Surprise 42
  Eli Lilly broke ground on a new $6.5 billion manufacturing facility in Houston, Texas, to expand GLP-1 production capacity. The site is intended to support commercial products, particularly the oral GLP-1 drug…
• Revenue Performance and MixImportance 64 · Surprise 56
  Eli Lilly reported a 47.7% increase in Q2 2026 revenue. The reported growth was associated with high demand for GLP-1 medicines. Foundayo and broader GLP-1 production capacity were identified as key commercial…
• Product / Drug Pipeline Progress - retatrutideImportance 31 · Surprise 42
  Eli Lilly’s next-generation obesity medicine retatrutide generated strong results in Phase 3 studies. The program strengthens Lilly’s obesity-drug pipeline beyond currently marketed GLP-1 products. Retatrutide could…

News · 2026-09-22

• Manufacturing and Capital Expenditure ProgramImportance 52 · Surprise 42
  Eli Lilly is expanding manufacturing capacity for the oral obesity treatment Foundayo. The company is building a Houston facility costing $6.5 billion to produce Foundayo’s active ingredient. The facility is targeted…
• Manufacturing Capacity - FoundayoImportance 52 · Surprise 42
  Eli Lilly is rapidly expanding manufacturing capacity for the oral obesity treatment Foundayo, which management says is capturing a significant share of new GLP-1 prescriptions. Lilly is building a $6.5 billion…
• Manufacturing Capacity ExpansionImportance 52 · Surprise 42
  Eli Lilly is building a new $6.5 billion facility in Houston to produce the active ingredient for oral obesity treatment Foundayo. The facility is targeted to begin operations by 2030 and is intended to support…
• Regulatory Approval MilestonesImportance 38 · Surprise 60
  The FDA granted full approval to Eli Lilly’s Inluriyo (imlunestrant) for use with Verzenio (abemaciclib) in pretreated patients with ESR1-mutated breast cancer. The decision converts the treatment’s prior regulatory…
• Revenue Performance and MixImportance 37 · Surprise 6
  Eli Lilly reported quarterly revenue of $22.97 billion for the quarter ended June 30, 2026. Net profit reached $7.1 billion, significantly above the prior-year period. The quarter reportedly exceeded estimates across…
• Lilly TuneLab CollaborationImportance 28 · Surprise 42
  Lilly TuneLab partnered with Twist Bioscience for antibody-characterization data services supporting AI-driven drug discovery. Twist will provide experimental data and services to Lilly’s drug-discovery platform,…
• Competition and Market Share - Weight-LossImportance 15 · Surprise 24
  Viking Therapeutics and Roche are developing obesity and diabetes medicines that could challenge Eli Lilly and Novo Nordisk’s current market duopoly. Viking’s stock rose 36% amid investor interest in its competitive…

News · 2026-09-21

• Manufacturing Capacity - Generation ParkImportance 64 · Surprise 42
  Eli Lilly broke ground on a $6.5 billion biomanufacturing facility at Generation Park in Houston, Texas, with operations planned for 2030. The site will produce active pharmaceutical ingredients for Foundayo…
• Manufacturing Capacity ExpansionImportance 64 · Surprise 42
  Eli Lilly broke ground on a $6.5 billion biomanufacturing facility at Generation Park in Houston, Texas, with operations planned to begin in 2030. The site is expected to manufacture active pharmaceutical ingredients…
• Competition and market share - weight-lossImportance 17 · Surprise 24
  Novo Nordisk projected peer-average growth through 2030 and highlighted a 2032 patent cliff for semaglutide, the active ingredient in Wegovy and Ozempic. The disclosure increased investor concerns about competition in…

News · 2026-09-18

• Regulatory Approval MilestonesImportance 47 · Surprise 60
  The FDA granted full approval for Inluriyo (imlunestrant) combined with Verzenio (abemaciclib) in adults with ER-positive, HER2-negative, ESR1-mutated locally advanced or metastatic breast cancer. The indication covers…
• Product / Drug Pipeline ProgressImportance 23 · Surprise 24
  Lilly is awaiting a September 30 readout for mid-stage data on eloraTZP, a two-drug obesity treatment. The reported results are expected to show whether the combination provides a meaningful improvement over existing…

News · 2026-09-17

• Competition and market share - weight-lossImportance 46 · Surprise 42
  Eli Lilly and Novo Nordisk launched oral weight-loss medicines in 2026, intensifying competition in the obesity-treatment market. Novo Nordisk is reportedly leading Lilly in prescriptions to date. The broader…
• Market Demand - Retatrutide Black MarketImportance 31 · Surprise 42
  A CBS News investigation found companies marketing and selling retatrutide online to U.S. consumers. Retatrutide is Eli Lilly’s experimental weight-loss medicine and remains in clinical trials without approval for…
• Regulatory Risk - Retatrutide Black MarketImportance 31 · Surprise 42
  A CBS News investigation reported that companies are marketing and selling Eli Lilly’s experimental retatrutide online to U.S. consumers. Retatrutide remains in clinical trials and has not received regulatory approval…
• Product / Drug Pipeline Progress - Lp(a)Importance 26 · Surprise 24
  Novartis’ failed pelacarsen trial increased scientific and regulatory hurdles for the Lp(a)-lowering drug class. Lilly’s lepodisiran is being tested in a broader patient population than Amgen’s olpasiran, although the…

News · 2026-09-16

• Lilly TuneLab CollaborationImportance 28 · Surprise 42
  Twist Bioscience announced an agreement with Lilly TuneLab on September 16, 2026. The collaboration gives Twist a data-pipeline role within Lilly TuneLab, Lilly’s collaborative artificial-intelligence and…

News · 2026-09-14

• Reimbursement and Pricing - 340B AccessImportance 40 · Surprise 42
  Johnson & Johnson began requiring hospitals and clinics to submit claims data for each drug dispensed under the federal 340B program to receive discounts. Healthcare providers contend that similar requirements from…
• Reimbursement and Pricing Policy - 340BImportance 40 · Surprise 42
  Healthcare Dive reported that Lilly and Novo Nordisk have followed Johnson & Johnson in imposing stricter reporting requirements for providers seeking federal 340B discounts. The measures require claims-related…
• Market Demand - Oral GLP-1Importance 32 · Surprise 24
  Lilly said Foundayo captured more than 30% of new U.S. patients starting oral weight-loss drugs. The oral obesity market is benefiting from patients’ preference for non-injectable treatments and from supply constraints…
• Competition and Market Share - Oral GLP-1Importance 32 · Surprise 24
  Lilly said its oral obesity treatment Foundayo captured more than 30% of new U.S. patients starting oral weight-loss drugs. Reuters reported that demand for oral treatments is increasing because patients prefer to…
• Supply chain / counterfeit riskImportance 31 · Surprise 42
  Bootleg versions of an unapproved Lilly experimental weight-loss drug are reportedly circulating in the market. Ohio regulators are attempting to stop the supply of these unauthorized products. The activity indicates…
• Regulatory Risk - Retatrutide Black MarketImportance 31 · Surprise 42
  Third-party reporting says bootleg versions of an experimental Eli Lilly drug are circulating in the U.S. Ohio regulators are seeking to stop the supply of the unapproved product. The development creates regulatory,…
• Products and Technology - Lp(a) drugsImportance 17 · Surprise 24
  Novartis reported unfavorable results for pelacarsen, its investigational Lp(a)-lowering drug. Lilly is also developing an Lp(a)-lowering therapy, potentially altering the competitive landscape for cardiovascular-risk…
• Product Pipeline - Lp(a)Importance 17 · Surprise 24
  Novartis reported unfavorable news for its Lp(a)-lowering drug pelacarsen, according to third-party coverage. Eli Lilly is also developing an Lp(a)-lowering therapy, so the competitor’s setback may alter the…

News · 2026-09-13

• Competition and market share - oral GLP-1Importance 26 · Surprise 24
  Novo Nordisk launched its Wegovy oral pill in early 2026, competing directly with Eli Lilly’s Foundayo oral GLP-1 treatment. Third-party reporting says Wegovy has been very well received, while Foundayo has gained…

News · 2026-09-12

• Competition and market share - weight-lossImportance 17 · Surprise 24
  Morgan Stanley expects Novo Nordisk to lose market share to Eli Lilly’s competing weight-loss offerings over the next 18 months. The commentary identifies Eli Lilly’s rival products as a competitive threat to Novo…

News · 2026-09-11

• Acquisition - AtaiBeckley DealImportance 44 · Surprise 60
  Eli Lilly completed its acquisition of AtaiBeckley Inc. on September 11, 2026. AtaiBeckley is a clinical-stage biopharmaceutical company developing rapid-acting neuroplastogens for treatment-resistant depression and…
• Competition and Market Share - Weight-LossImportance 10 · Surprise 6
  Morgan Stanley downgraded Novo Nordisk from Equal-weight to Underweight because of a subdued mid-term growth outlook and concerns about the semaglutide patent cliff. The report identified significant competitive…

News · 2026-09-07

• Product / Drug Pipeline Progress - Lp(a)Importance 5 · Surprise 24
  Novartis and Ionis Pharmaceuticals’ Phase 3 pelacarsen trial failed to reduce heart attacks and strokes, despite lowering lipoprotein(a) levels. The result raises uncertainty for the emerging Lp(a)-targeted…

News · 2026-09-06

• Product / Drug Pipeline Progress - Lp(a)Importance 5 · Surprise 24
  Novartis and Ionis Pharmaceuticals’ Phase 3 pelacarsen trial failed to reduce heart attacks and strokes, despite lowering lipoprotein(a) levels. The result raises uncertainty for the emerging Lp(a)-targeted…

News · 2026-09-01

• Acquisition - Merida BiosciencesImportance 71 · Surprise 60
  Eli Lilly agreed to acquire immunology biotech Merida Biosciences for $2.9 billion. The transaction adds immunology assets to Lilly’s portfolio. It broadens the company’s pipeline beyond obesity and diabetes into…
• Mounjaro Cardiovascular IndicationImportance 47 · Surprise 60
  The FDA expanded Mounjaro’s label to include cardiovascular-risk reduction for patients with type 2 diabetes. The expanded indication gives Lilly a medical-necessity argument to support continued insurer reimbursement…
• Reimbursement and Payer Mix - GLP-1Importance 32 · Surprise 24
  Employer coverage for GLP-1 weight-loss drugs is decreasing, creating reimbursement pressure for Zepbound and other obesity treatments. Lilly’s expanded Mounjaro label covering cardiovascular risk reduction in patients…
• Reimbursement and Payer MixImportance 32 · Surprise 24
  Employers and insurers are reducing coverage for GLP-1 medicines used for weight loss. The FDA expanded Mounjaro’s label to include cardiovascular risk reduction for patients with type 2 diabetes, supporting Lilly’s…
• Zepbound Coverage EvidenceImportance 23 · Surprise 24
  A Lilly-run study reported that patients older than 55 taking Zepbound incurred lower healthcare costs than comparable patients not taking Zepbound. The findings could support Lilly’s efforts to obtain broader…

News · 2026-08-31

• Acquisition - Merida BiosciencesImportance 71 · Surprise 60
  Eli Lilly agreed to acquire privately held Merida Biosciences for up to $2.88 billion in cash. The transaction adds Merida’s antibody-engineering platform, which is designed to selectively remove disease-causing…
• Acquisition Activity and IPR&DImportance 71 · Surprise 60
  Eli Lilly agreed on August 31, 2026, to acquire privately held Merida Biosciences for up to approximately $2.88 billion in cash, exceeding the company’s materiality threshold. The transaction expands Lilly’s immunology…
• Product / Drug Pipeline Progress - Taltz and ZepboundImportance 23 · Surprise 24
  Lilly reported 52-week results from the TOGETHER-PsO and TOGETHER-PsA Phase 3b trials evaluating Taltz plus Zepbound in adults with psoriatic disease and obesity or overweight with an additional weight-related…
• Clinical Trial ResultsImportance 17 · Surprise 24
  Lilly reported 52-week results from the TOGETHER-PsO and TOGETHER-PsA Phase 3b trials evaluating Zepbound (tirzepatide) used with Taltz (ixekizumab) in adults with obesity or overweight and psoriatic disease. The…

News · 2026-08-29

• Market Demand - Anti-ObesityImportance 10 · Surprise 6
  Third-party reporting characterizes Eli Lilly’s revenue growth as massive and driven by high demand for its metabolic therapies. The report does not provide specific product-level, geographic, customer, or order-volume…

News · 2026-08-28

• Regulatory Approval MilestonesImportance 53 · Surprise 60
  On August 28, 2026, the U.S. Food and Drug Administration approved Lilly’s Mounjaro (tirzepatide) to reduce major adverse cardiovascular events in adults with type 2 diabetes at high risk. The expanded indication…
• Mounjaro Cardiovascular IndicationImportance 53 · Surprise 60
  The U.S. FDA approved Mounjaro (tirzepatide) to reduce major adverse cardiovascular events, including cardiovascular death, non-fatal heart attack and non-fatal stroke, in adults with type 2 diabetes at high risk of…

News · 2026-08-27

• Products and Technology - Alzheimer’s Blood TestImportance 7 · Surprise 60
  The FDA cleared an Alzheimer’s blood test developed by Eli Lilly and Roche on August 27, 2026. The clearance supports use of a blood-based diagnostic in Alzheimer’s disease assessment and highlights expansion of the…

News · 2026-08-26

• Products and Technology - Alzheimer’s Blood TestImportance 38 · Surprise 60
  The FDA approved a blood test developed by Eli Lilly and Roche to help identify Alzheimer’s disease. The approval strengthens Lilly’s position in Alzheimer’s diagnostics alongside its Kisunla franchise. The report…
• Medicare GLP-1 Bridge ProgramImportance 17 · Surprise 24
  A real-world study of adults older than 55 with overweight or obesity found that sustained treatment with Zepbound (tirzepatide) was associated with lower healthcare costs than treatment in similar untreated adults.…
• Competition and market share - oral GLP-1Importance 17 · Surprise 24
  Third-party reporting described the oral obesity-drug market as becoming increasingly competitive. Novo Nordisk and Eli Lilly were identified as the leading competitors in the emerging oral obesity segment. The…

News · 2026-08-25

• Revenue Performance and MixImportance 58 · Surprise 56
  Eli Lilly reported 48% revenue growth in the second quarter of 2026. Growth was fueled by Mounjaro and Zepbound, its diabetes and obesity therapies. Lilly was described as dominating the U.S. obesity prescription…
• Competition and market share - weight-lossImportance 52 · Surprise 56
  Lilly reportedly dominates the U.S. obesity prescription market, with Mounjaro and Zepbound driving substantially stronger momentum than Novo Nordisk’s weight-loss portfolio. Lilly was reported to have delivered 48%…
• Product / Drug Pipeline Progress - retatrutideImportance 26 · Surprise 24
  Retatrutide was identified as a promising Lilly pipeline candidate in the expanding obesity market. The product is positioned alongside Mounjaro and Zepbound as a potential future contributor to Lilly’s weight-loss…

News · 2026-08-24

• 2026 Financial Guidance UpdateImportance 75 · Surprise 60
  Eli Lilly’s management guided fiscal 2026 revenue to between $85 billion and $87 billion. The guidance indicates expected revenue well above the company’s $22.974 billion materiality benchmark. The outlook is tied to…
• Products and Technology - Alzheimer’s Blood TestImportance 38 · Surprise 60
  Roche and Eli Lilly received U.S. clearance for the Elecsys pTau217 blood test, designed to identify signs of Alzheimer’s disease in people aged 55 and older with cognitive decline. The test provides a less invasive…
• Product Launch - FoundayoImportance 31 · Surprise 42
  Eli Lilly launched its once-daily oral weight-loss and type 2 diabetes pill Foundayo (orforglipron) in the United Kingdom, its first European market. The product is available through private prescriptions for adults…
• Litigation - Retatrutide Black MarketImportance 31 · Surprise 42
  Eli Lilly sued six companies for allegedly selling unapproved, black-market versions of retatrutide, an experimental obesity medicine. Retatrutide remained in Phase 3 clinical trials and had not received regulatory…
• Litigation - Novo Advertising ClaimsImportance 31 · Surprise 42
  Novo Nordisk sued Eli Lilly over allegedly misleading advertising for Zepbound and Mounjaro. The complaint alleges that Lilly compared tirzepatide with lower, older doses of Novo’s semaglutide products Wegovy and…

News · 2026-08-23

• Product Launch - FoundayoImportance 31 · Surprise 42
  Eli Lilly launched its once-daily oral weight-loss and type 2 diabetes pill Foundayo (orforglipron) in the United Kingdom, its first European market. The product is available through private prescriptions for adults…

News · 2026-08-22

• Competition and market share - weight-lossImportance 28 · Surprise 24
  Eli Lilly and Novo Nordisk remain the primary competitors in the GLP-1 weight-loss market, with Lilly reportedly maintaining U.S. share of approximately 60%–61%. Lilly is outpacing Novo Nordisk in global obesity-drug…