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Eli Lilly and Company (LLY) investor relations material
Eli Lilly and Company Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Portfolio highlights
Zepbound is the leading prescribed medicine for obesity, while Mounjaro is the top incretin for type 2 diabetes.
Foundayo's U.S. obesity launch is ongoing, with global rollout and type 2 diabetes approval expected in 2026/2027.
Foundayo, Retatrutide, and EloraTZP are positioned to raise the standard of care in cardiometabolic health.
Clinical trial results
Foundayo demonstrated cardiovascular safety, sustained glycemic control, and weight loss in the ACHIEVE-4 trial, with a 16% lower risk of MACE-4 and 23% lower risk of MACE-3 events compared to insulin glargine.
Retatrutide achieved up to 20.8% weight loss at 80 weeks in patients with obesity and type 2 diabetes in the TRIUMPH-2 study.
EloraTZP delivered up to 23% weight loss at 48 weeks in a Phase 2 study, with the high-dose combination outperforming monotherapies.
Safety and tolerability
Retatrutide's most common adverse events were gastrointestinal, with most being mild to moderate and resolving during treatment.
Eloralintide showed favorable GI tolerability, and EloraTZP's adverse event profile was consistent with other incretin therapies.
- Obesity treatment portfolio expands with new therapies, digital access, and strong cost-effectiveness data.LLY
Morgan Stanley 24th Annual Global Healthcare Conference - Q2 2026 revenue surged 48% to $23B, driving raised guidance and strong product momentum.LLY
Q2 2026 - Expanding supply and access for obesity and diabetes drugs, with a strong late-stage pipeline.LLY
Goldman Sachs 45th Annual Global Healthcare Conference - Q3 2025 revenue jumped 54% to $17.6B, with EPS and guidance raised on strong product demand.LLY
Q3 2025 - Orforglipron and retatrutide lead a robust pipeline targeting obesity and diabetes, with global launches by 2027.LLY
Investor Update - Q3 revenue up 20% to $11.44B (42% ex-olanzapine), led by Mounjaro and Zepbound growth.LLY
Q3 2024 - Q2 revenue up 36% with $3B guidance raise, strong EPS growth, and major pipeline progress.LLY
Q2 2024 - Q1 2025 revenue up 45% to $12.73B, driven by Mounjaro and Zepbound growth.LLY
Q1 2025 - Q4 revenue up 45% and EPS more than doubled; 2025 guidance signals strong growth.LLY
Q4 2024
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