Eli Lilly and Company (LLY) Goldman Sachs 47th Annual Global Healthcare Conference 2026 summary

Market landscape and strategic vision

• Obesity therapeutics remain in early stages, with vast unmet need and potential to transform global health.

• Achieving broader market penetration requires cultural change, improved access, primary care education, and manufacturing investment.

• The future will demand diverse treatment options, not a one-size-fits-all approach.

• A broad suite of solutions is being developed for overweight, obesity, and cardiometabolic conditions.

Clinical program highlights

• Retatrutide demonstrated up to 2% HbA1c reduction and 17% weight loss in type 2 diabetes, and up to 30.3% weight loss in obesity over 104 weeks.

• Significant improvements observed in osteoarthritis knee pain and obstructive sleep apnea with retatrutide.

• Lower doses of retatrutide offer competitive efficacy with low discontinuation rates.

• Cardiovascular markers improved with retatrutide; outcome studies ongoing.

Commercial and manufacturing strategy

• Retatrutide is expected to be additive to the portfolio, expanding the addressable market rather than cannibalizing existing products.

• Over $50 billion invested in manufacturing since 2020, with a common platform supporting multiple products.

• Early consumer interest in retatrutide highlights demand for new options.