LLY · 10-Q · 2026Q2 · Full report

Business Development / Acquisitions

ELI LILLY & Co · 2026-08-05 · Importance 65 · Surprise 60 · In source text

Lilly paid $13.3 billion during the first six months of 2026 for business development activity, primarily involving Centessa, Kelonia, Orna, Ventyx, and Ajax. In July 2026, Lilly paid approximately $2.0 billion to acquire companies supporting an infectious disease portfolio. Lilly also entered into an agreement to acquire AtaiBeckley Inc., with approximately $2.8 billion potentially payable at closing subject to conditions. The acquisition activity was funded partly with proceeds from a $9.0 billion May 2026 long-term debt offering.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
cashnegativerealized-9.3%Paid $13.3 billion in 2026 related to business development activity, primarily driven by acquisitions of Centessa, Kelonia, Orna, Ventyx,…
cashnegativeprobable-1.0%The company has entered into an agreement to acquire AtaiBeckley Inc., subject to closing conditions, with a potential amount payable at…