LLY · 10-Q · 2026Q1 · Full report
Product / Drug Pipeline Progress
ELI LILLY & Co · 2026-04-30 · Importance 53 · Surprise 60 · In source text
Orforglipron (Foundayo) received FDA approval for the treatment of obesity and a Phase 3 trial for orforglipron in type 2 diabetes met its primary endpoint. Multiple Phase 3 trials were initiated in the period, including baricitinib for type 1 diabetes, eloralintide for obesity and additional indications (OSA and OA pain), and brenipatide for major depressive disorder. Retatrutide Phase 3 for type 2 diabetes also met its primary endpoint, and a Phase 3 trial was initiated for sofetabart mipitecan in platinum-sensitive ovarian cancer, with Breakthrough Therapy designation granted for a related platinum-resistant indication. These developments reflect pipeline progression across metabolic, CNS, and oncology indications.
Key facts
- In April 2026, we received U.S. FDA approval for Foundayo (orforglipron) for the treatment of obesity. source
- We announced that a Phase 3 trial for orforglipron for type 2 diabetes met the primary endpoint. source
- We announced that a Phase 3 trial for retatrutide for type 2 diabetes met the primary endpoint. source
- A Phase 3 trial was initiated for baricitinib for type 1 diabetes. source
- A Phase 3 trial was initiated for eloralintide incretin add-on for obesity, and Phase 3 trials were initiated for eloralintide for obstructive sleep apnea and for osteoarthritis pain. source
- A Phase 3 trial was initiated for brenipatide for major depressive disorder. source
- A Phase 3 trial was initiated for sofetabart mipitecan for platinum-sensitive ovarian cancer, and the FDA granted Breakthrough Therapy designation for sofetabart mipitecan for certain patients with platinum-resistant ovarian cancer. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | In April 2026, we received U.S. FDA approval for Foundayo (orforglipron) for the treatment of obesity. |
| revenue | positive | probable | — | We announced that a Phase 3 trial for orforglipron for type 2 diabetes met the primary endpoint. |
| revenue | positive | probable | — | We announced that a Phase 3 trial for retatrutide for type 2 diabetes met the primary endpoint. |
| revenue | positive | probable | — | A Phase 3 trial was initiated for baricitinib for type 1 diabetes. |
| revenue | positive | probable | — | A Phase 3 trial was initiated for eloralintide incretin add-on for obesity, and Phase 3 trials were initiated for eloralintide for… |
| revenue | positive | probable | — | A Phase 3 trial was initiated for brenipatide for major depressive disorder. |
| revenue | positive | probable | — | A Phase 3 trial was initiated for sofetabart mipitecan for platinum-sensitive ovarian cancer, and the FDA granted Breakthrough Therapy… |
| revenue | positive | probable | — | A Phase 3 trial was initiated for sofetabart mipitecan for platinum-sensitive ovarian cancer, and the FDA granted Breakthrough Therapy… |