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
- The Company submitted orforglipron for type 2 diabetes in the U.S., the EU, and Japan. source
- Phase 3 trials were initiated for baricitinib (type 1 diabetes), eloralintide (incretin add-on for obesity, OSA, and OA pain), brenipatide (major depressive disorder), and sofetabart mipitecan (platinum-sensitive ovarian cancer). source
- The Company launched Foundayo (orforglipron) in the U.S. for the treatment of obesity in the second quarter of 2026 and submitted orforglipron internationally for obesity and/or type 2 diabetes in all major markets. source
- Phase 3 trials for retatrutide for obesity met their primary endpoints and a Phase 3 trial for retatrutide for type 2 diabetes met the primary endpoint. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | The Company submitted orforglipron for type 2 diabetes in the U.S., the EU, and Japan. |
| revenue | positive | contingent | — | Phase 3 trials were initiated for baricitinib (type 1 diabetes), eloralintide (incretin add-on for obesity, OSA, and OA pain), brenipatide… |
| revenue | positive | probable | — | The Company launched Foundayo (orforglipron) in the U.S. for the treatment of obesity in the second quarter of 2026 and submitted… |