LLY · Earnings call · 2026Q3T · Full report

Competition and Market Share

ELI LILLY & Co · 2026-10-29 · Importance 11 · Surprise 24

Ebglyss continued to gain share of new prescriptions in the U.S. specialty dermatology market and management described it as the fastest-growing atopic dermatitis medicine. Jaypirca was the fastest-growing BTK inhibitor in the U.S. by total prescriptions. Inluriyo exited Q3 with more than 60% share of new U.S. prescriptions and 40% of total U.S. prescriptions in the metastatic breast cancer oral SERD market. Kisunla maintained its leadership position among U.S. amyloid-targeting therapies.

Key facts