LLY · 10-Q · 2026Q2 · Full report

Product / Drug Pipeline Progress

ELI LILLY & Co · 2026-08-05 · Importance 44 · Surprise 60 · In source text

Lilly launched Foundayo (orforglipron) in the U.S. for obesity and submitted it for type 2 diabetes approval in the U.S., European Union, and Japan. The FDA approved orforglipron for obesity, while the EU’s CHMP issued a positive opinion recommending insulin efsitora alfa for type 2 diabetes. Phase 3 programs advanced for baricitinib, eloralintide, brenipatide, and sofetabart mipitecan across type 1 diabetes, obesity, obstructive sleep apnea, osteoarthritis pain, major depressive disorder, and platinum-sensitive ovarian cancer. Phase 3 trials for retatrutide met primary endpoints in obesity and type 2 diabetes, and sofetabart mipitecan received FDA Breakthrough Therapy designation for certain platinum-resistant ovarian cancer patients.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositivecontingent—The Company submitted orforglipron for type 2 diabetes in the U.S., the EU, and Japan.
revenuepositivecontingent—Phase 3 trials were initiated for baricitinib (type 1 diabetes), eloralintide (incretin add-on for obesity, OSA, and OA pain), brenipatide…
revenuepositiveprobable—The Company launched Foundayo (orforglipron) in the U.S. for the treatment of obesity in the second quarter of 2026 and submitted…