LLY · 10-Q · 2026Q2 · Full report

Guidance / Outlook

ELI LILLY & Co · 2026-08-05 · Importance 44 · Surprise 24

Lilly expects near-term financial performance to be affected by the timing of potential regulatory approvals for orforglipron and the demand and pace of uptake in new incretin channels and markets. Specific areas of uncertainty include U.S. Medicare access to Zepbound and Foundayo and fluctuations in incretin volumes caused by channel dynamics or demand. Over the longer term, growth depends on sustaining the competitiveness and durability of the company’s cardiometabolic portfolio and delivering additional innovations with sufficient value.

Key facts

• The Company expects near-term financial performance will be impacted by timing of additional potential regulatory approvals for orforglipron and the demand and pace of uptake in new incretin channels and markets, including in U.S. Medicare for Zepbound and Foundayo. source