LLY · Earnings call · 2026Q3T · Full report

Product Pipeline Progress - Inluriyo

ELI LILLY & Co · 2026-10-29 · Importance 26 · Surprise 24

Management said Inluriyo is performing well commercially as monotherapy and in combination with Verzenio, and highlighted a potential opportunity in the adjuvant setting through the EMBER-4 study. Lilly expects EMBER-4 to read out in 2027 and described its population and treatment context as more reflective of real-world practice than the lidERA study. The study includes patients receiving the modern standard of care, including a CDK4/6 inhibitor such as Verzenio, and could inform use of an oral SERD in clinical practice if successful.

Key facts

• Retatrutide reduced A1c by 2.2% versus 1.8% with 2 mg semaglutide in the TRANSCEND T2D 2 head-to-head trial.
• Lilly expects the EMBER-4 study to read out in 2027.
• Inluriyo exited Q3 with more than 60% share of new U.S. prescriptions and 40% of U.S. total prescriptions in the metastatic breast cancer oral SERD market.
• Lilly’s EMBER-4 study includes treatment with Verzenio, a CDK4/6 inhibitor, whereas lidERA did not.