LLY · 10-Q · 2026Q2 · Full report

Competition and Market Share

ELI LILLY & Co · 2026-08-05 · Importance 29 · Surprise 24

Lilly expects cardiometabolic health products to remain a significant and growing portion of its business as the incretin therapeutic landscape evolves. Maintaining or strengthening its competitive position will depend on the durability of its cardiometabolic portfolio and continued innovation that provides sufficient value to sustain growth. Counterfeit, misbranded, adulterated, and mass-compounded incretins remain in the market, creating patient-safety risks and potentially undermining regulatory approvals and Lilly’s commercial position.

Key facts

• The Company continues to see production, marketing, and sale of counterfeit, misbranded, adulterated, and mass-compounded incretins and will consider filing lawsuits where appropriate to address unlawful practices. source