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Eli Lilly and Company
Eli Lilly and Company (LLY) investor relations material
Eli Lilly and Company 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Key achievements and portfolio updates
Celebrated 150th anniversary with strong momentum and expanded certainty in obesity and diabetes portfolio.
Transitioned from a single-product focus to a broad portfolio, with 13 new sites under construction and global reach.
Significant manufacturing investments resolved supply shortages, enabling global launches in over 30 major markets.
LillyDirect platform scaled to serve over 1 million people monthly, expanding direct-to-consumer access globally.
Investing $55B to create a sustainable advantage, with major manufacturing and research sites in the US and Europe.
Pipeline and therapeutic innovation
Advanced pipeline with phase III data for orforglipron (oral GLP-1), retatrutide (triple-acting incretin), and new phase III programs for eloralintide and brenipatide.
Over 34 discovery programs and 6 additional clinical-stage programs, including incretins, amylins, and novel targets.
More than 75% of new clinical medicines are outside of incretins and amylins, addressing unmet needs in Alzheimer's, breast cancer, and chronic pain.
Advancing late-phase and launch programs targeting obesity, diabetes, sleep apnea, pain, and cardiovascular diseases.
Broadened pipeline includes 6 phase I/II programs and 34 preclinical projects targeting obesity and related diseases.
Market access and pricing dynamics
Expanded access through collaboration with government, including Medicare Part D and Medicaid, with $50 out-of-pocket costs for seniors.
Commercial access remains uneven, with efforts to improve transparency and offer non-traditional benefit options.
High self-pay demand observed internationally, with pricing discipline maintained across markets.
Orforglipron expected to launch at $149 base dose, aiming for broader reach and maintenance therapy use.
Anticipates high single-digit price deflation in commercial segment, with volume as the key variable for future growth.
How will $55B investment impact supply capacity?
Key non-incretin programs driving future growth?
What drives 3.5 years faster R&D vs industry?
LillyDirect's future beyond obesity?
How will Part D impact commercial access?
Confidence in Alzheimer's prevention program?
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Next Eli Lilly and Company earnings date
Q4 20254 Feb, 2026
Eli Lilly and Company
Next Eli Lilly and Company earnings date
Q4 20254 Feb, 2026
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Frequently asked questions
Pharmaceutical Giant
Eli Lilly and Company, often referred to simply as Eli Lilly, is a global pharmaceutical corporation established in 1876. Headquartered in Indianapolis, the company specializes in the research, development, manufacture, and distribution of pharmaceutical products to address a wide range of health conditions. Throughout its history, Eli Lilly has introduced several notable medications and therapies to the market, but today they’re mainly known for their antidepressants and its main revenue driver, insulin. Their portfolio encompasses treatments for diabetes, oncology, neurodegenerative diseases, and other therapeutic areas.
Founded by Colonel Lilly
Colonel Eli Lilly, a Civil War veteran, founded his pharmaceutical venture in a small brick establishment in Indianapolis in 1876, during an era when the industry was riddled with dubious patent medicine sellers. By 1890, his son J.K. Lilly, Sr. took the helm of the expanding company, later joined by his own sons. Their collective leadership ushered in modern production techniques and research practices, revolutionizing the way pharmaceuticals were manufactured. The Lilly family retained private ownership until 1952 before going public. In partnership with University of Toronto scientists, they spearheaded the mass production of insulin in 1923. Their ventures in the mid-20th century included producing crucial antibiotics and 68% of the U.S. supply of the Salk polio vaccine by 1956, contributing significantly to the decline of polio cases in the 1960s.
Diabetes Experts
Eli Lilly manufactures a multitude of drugs, but a large part of their revenue is driven by the diabetes medications Trulicity and Humalog. Eli Lilly has, as previously mentioned, played a key role in the development of various medications for diabetes. Trulicity (dulaglutide) is an injectable medication used to treat type 2 diabetes. It mimics the actions of the body's natural incretin hormone, helping stimulate insulin release in response to increased blood sugar levels, thereby aiding in glycemic control. Humalog is a fast-acting insulin analog designed to help control blood sugar levels in individuals with both type 1 and type 2 diabetes, taken just before or after meals. The company also produces various medications for mental health issues, cancer, oncology, and more.
Global Player
Eli Lilly's presence is global, distributing its portfolio of medications across multiple continents. Their global strategy revolves around creating strong partnerships with distributors, healthcare systems, and local authorities. Eli Lilly is one of the most influential pharmaceutical companies in the world together with names like Pfizer, Novartis, AbbVie, and several others.
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