Eli Lilly and Company (LLY) American Diabetes Association (ADA) 86th Scientific Sessions summary

Strategic vision and market context

• Cardiometabolic diseases and obesity affect over 100 million in the U.S. and are projected to impact 2 billion globally by 2035, with current therapies reaching only a small fraction of eligible patients.

• Obesity is linked to more than 200 conditions, highlighting a significant unmet medical need.

• Emphasis on expanding treatment options, driving cultural change to recognize obesity as a chronic disease, and investing in manufacturing and reimbursement.

• Goal to offer the broadest set of solutions tailored to individual patient needs, with significant progress in pipeline expansion over the past year.

Pipeline and clinical data highlights

• Tirzepatide and Zepbound have achieved market-leading share and are standards of care in obesity and diabetes.

• Foundayo (orforglipron) completed 7 positive Phase 3 trials, with 6 more ongoing, and demonstrated clinical superiority over leading oral competitors for A1c and weight management in type 2 diabetes.

• Retatrutide showed robust efficacy in obesity and type 2 diabetes, with up to 30.3% weight loss at high doses and favorable tolerability at lower doses; advancing toward submissions for obesity, osteoarthritis, and sleep apnea in 2026.

• Eloralintide, a selective amylin receptor agonist, demonstrated up to 16.4% weight loss with placebo-like tolerability and is in five Phase 3 studies.

Clinical outcomes and safety

• Foundayo achieved up to 2.2% HbA1c reduction and 12.4% weight loss in non-diabetic patients; maintained 95% of weight loss after switching from injectable therapies.

• Retatrutide led to 16.8% weight loss in type 2 diabetes and up to 30.3% in extension studies, with 65% of participants reaching BMI below 30 and significant improvements in cardiometabolic markers.

• Eloralintide 3 mg dose achieved 12.4% weight loss with placebo-like tolerability and no titration required.

• Foundayo and retatrutide safety profiles are consistent with the incretin class, with most adverse events being mild to moderate and transient, mainly gastrointestinal.

• Eloralintide exhibited strong anti-inflammatory effects and may serve as a non-incretin alternative for patients with genetic resistance to incretins.