Earnings summaries and quarterly performance for ELI LILLY &.
Executive leadership at ELI LILLY &.
Board of directors at ELI LILLY &.
Erik Fyrwald
Detailed
Director
Gabrielle Sulzberger
Detailed
Director
Jamere Jackson
Detailed
Director
Jon Moeller
Detailed
Director
Juan Luciano
Detailed
Lead Independent Director
Katherine Baicker
Detailed
Director
Kimberly Johnson
Detailed
Director
Mary Lynne Hedley
Detailed
Director
Ralph Alvarez
Detailed
Director
William Kaelin
Detailed
Director
Research analysts who have asked questions during ELI LILLY & earnings calls.
Christopher Schott
JPMorgan Chase & Co.
6 questions for LLY
Also covers: ABBV, AMGN, AMRX +15 more
Courtney Breen
AllianceBernstein
6 questions for LLY
Also covers: ABBV, AMGN, BMY +4 more
Evan Seigerman
BMO Capital Markets
6 questions for LLY
Also covers: ABBV, AMGN, ARVN +15 more
Mohit Bansal
Wells Fargo & Company
6 questions for LLY
Also covers: ABBV, AMGN, BMRN +16 more
Seamus Fernandez
Guggenheim Partners
6 questions for LLY
Also covers: AMLX, ARCT, ARQT +9 more
Steve Scala
Cowen
6 questions for LLY
Also covers: ABBV, AZN, BMY +6 more
Terence Flynn
Morgan Stanley
6 questions for LLY
Also covers: ABBV, AMGN, ARVN +17 more
Akash Tewari
Jefferies
5 questions for LLY
Also covers: ALKS, APLS, ARGX +15 more
Alexandria Hammond
Wolfe Research
4 questions for LLY
Also covers: ABBV, AMGN, BMRN +6 more
Asad Haider
Goldman Sachs
4 questions for LLY
Also covers: ABBV, BMY, BNTX +4 more
David Risinger
Leerink Partners
4 questions for LLY
Also covers: ABBV, AMGN, BMY +9 more
Umer Raffat
Evercore ISI
4 questions for LLY
Also covers: ALKS, AMGN, BHC +15 more
Geoff Meacham
Citigroup Inc.
3 questions for LLY
Also covers: ABBV, AMGN, BMY +8 more
Kerry Holford
Berenberg
3 questions for LLY
Also covers: GSK, NVS, PFE
Tim Anderson
Bank of America
3 questions for LLY
Also covers: ABBV, AMLX, BIIB +4 more
Trung Huynh
UBS Group AG
3 questions for LLY
Also covers: ABBV, ABOS, AMGN +5 more
Chris Shibutani
Goldman Sachs Group, Inc.
2 questions for LLY
Also covers: ABBV, ALKS, BMY +11 more
Geoffrey Meacham
Citi
2 questions for LLY
Also covers: ABBV, BIIB, BMY +6 more
James Chin
Deutsche Bank
2 questions for LLY
James Shin
Analyst
2 questions for LLY
Also covers: ABBV, AMGN, AUTL +7 more
Timothy Anderson
BofA Securities
2 questions for LLY
Also covers: ABBV, AMGN, AZN +10 more
Umar Rafat
Evercore
2 questions for LLY
Alex Hammond
Sidoti & Company, LLC
1 question for LLY
Also covers: BMRN, CBUS, JNJ +1 more
Carter L. Gould
Barclays
1 question for LLY
Also covers: ABBV, ALEC, AMGN +7 more
Jeff Meacham
Citigroup Inc.
1 question for LLY
Also covers: ABOS, NVAX
Kripa Devarakonda
Truist Securities
1 question for LLY
Also covers: ABCL, ARVN, BMY +5 more
Rajesh Kumar
HSBC
1 question for LLY
Also covers: AZN, BZLFY, NVO +2 more
Srikripa Devarakonda
Truist Financial Corporation
1 question for LLY
Also covers: ABCL, ABSI, AFMD +12 more
Recent press releases and 8-K filings for LLY.
Eli Lilly’s Jaypirca meets primary endpoint in Phase 3 head-to-head trial versus Imbruvica
LLY
- Jaypirca achieved non-inferiority on overall response rate: 87.0% vs. 78.5% for ibrutinib in the intent-to-treat population (nominal p = 0.0035).
- Progression-free survival trending favorably, with a 43% risk reduction in the ITT population (HR = 0.569) and 76% in treatment-naïve patients (HR = 0.239).
- Safety profile showed fewer key adverse events versus ibrutinib, including atrial fibrillation/flutter (2.4% vs. 13.5%) and hypertension (10.6% vs. 15.1%), plus lower dose reductions (7.9% vs. 18.2%) and discontinuations (9.4% vs. 10.8%).
- Phase 3 BRUIN CLL-314 enrolled 662 patients (331 per arm; ITT: 225 treatment-naïve, 437 relapsed/refractory); results to be published in the Journal of Clinical Oncology and presented at ASH 2025.
1 day ago
Eli Lilly Gains Full FDA Approval for Jaypirca in CLL/SLL Treatment
LLY
- FDA grants full traditional approval to Jaypirca for relapsed/refractory CLL/SLL after covalent BTK inhibitor, upgrading from accelerated approval in December 2023.
- Phase 3 BRUIN-CLL-321 trial demonstrated median progression-free survival of 11.2 months versus 8.7 months for comparators.
- Jaypirca, the only non-covalent BTK inhibitor approved for this indication, is available in 50 mg and 100 mg tablet formulations.
- Eli Lilly’s stock price was $1,039.16, down 0.67%, following the FDA announcement.
5 days ago
Eli Lilly’s Jaypirca receives expanded FDA approval for CLL/SLL
LLY
Product Launch
- U.S. FDA granted traditional approval for Jaypirca (pirtobrutinib) in adults with relapsed or refractory CLL/SLL previously treated with a covalent BTK inhibitor, converting its December 2023 accelerated approval to a full approval.
- Jaypirca is the first and only FDA-approved non-covalent (reversible) BTK inhibitor, offering continuity in BTK pathway targeting after covalent BTK inhibitor therapy.
- The label expansion allows physicians to use Jaypirca earlier in the treatment course immediately following covalent BTK inhibitor failure.
- Approval is supported by the BRUIN CLL-321 Phase 3 trial, which randomized 238 patients 1:1 to Jaypirca versus investigator’s choice (idelalisib + rituximab or bendamustine + rituximab) with progression-free survival as the primary endpoint.
5 days ago
Lilly outlines US obesity commercial strategy and pipeline at Citi Healthcare Conference
LLY
Product Launch
Guidance Update
- Lilly USA will prioritize expanding obesity treatment as a chronic disease, anticipate the Orforglipron launch in early Q2 2026, and continue to innovate consumer offerings like LillyDirect and partnerships with retailers such as Walmart
- Medicare access may begin April–July 2026, covering ~80% of on-label patients with a $50/month copay; Medicaid coverage ramp is expected in 2027, and direct-to-consumer pricing for Zepbound has been reduced by $50 per dose
- LillyDirect serves as a transparent, frictionless patient channel, responsible for ~45% of Zepbound new starts, and will expand to include Orforglipron
- Orforglipron is positioned as a key oral entry and maintenance therapy alongside injectable Zepbound; Cagrilintide showed strong monotherapy data at Obesity Week with combination trials planned for 2026
- The White House MFN agreement secures fixed U.S. pricing for incretins, and ties launches of non-incretin drugs to G7+ reference pricing, influencing global reimbursement strategies
6 days ago
Lilly outlines 2026 obesity access strategy at Citi Healthcare Conference
LLY
Product Launch
- Medicare coverage for obesity treatments to begin April–July 2026, covering ~80% of on-label patients with a $50/month co-pay; Medicaid access will improve in 2026 but likely won’t fully ramp until 2027.
- Oral GLP-1 (orfagliptron) set to launch in early Q2 2026 as an entry and maintenance option alongside injectable tirzepatide (Zepbound), expanding patient choice and overall market penetration.
- Lilly Direct now drives ~45% of new obesity treatment starts, offering telehealth, transparent pricing, and home delivery; self-pay prices have been cut by ~$50/month, complemented by a Walmart pickup partnership and employer programs to boost access.
- U.S. White House agreement secures broad incretin access and ties future non-incretin launches to MFN pricing versus G7 + Denmark & Switzerland (excluding the lowest), impacting OUS pricing especially in immunology and oncology while emphasizing value demonstration abroad.
6 days ago
Lilly outlines obesity strategy and pipeline priorities at Citi Global Healthcare Conference 2025
LLY
Product Launch
- Obesity as chronic disease: Ilya Yuffa highlighted an early-Q2 2026 launch of oral Orforglipron and a Medicare deal covering ~80% of on-label patients at $50/month (effective April–July 2026), with Medicaid access expected to ramp in 2027.
- Commercial mix and access: Zepbound (tirzepatide) is now standard of care; oral Orforglipron will serve as both an entry and maintenance option. Approximately 45% of new starts occur via LillyDirect, supported by new self-pay pricing of $299–$449 per month.
- Pipeline expansion: Focus on cardiometabolic adjacencies (e.g., sleep apnea), high-risk areas like inflammation and neuropsychiatry, and advancing amylin agonist eloralintide with combination studies alongside tirzepatide planned for next year.
- Non-incretin catalysts: Alzheimer’s candidate Kisunla aims to leverage blood-based biomarkers and adjuvant settings; Ebglyss is targeting first-line atopic dermatitis uptake; Jaypirca’s CLL label expansion is expected imminently.
6 days ago
Eli Lilly analysts raise price targets amid pipeline strength and price cuts
LLY
Product Launch
New Projects/Investments
- Analysts including BMO Capital (Outperform, $1,100 PT), Bank of America (Buy, $1,286 PT), Berenberg ($950 PT) and Morgan Stanley (Buy, $1,290 PT) have raised or maintained ratings on Eli Lilly following strong Q3 results and strategic pricing moves.
- Eli Lilly will cut cash-pay prices for Zepbound starter vials to $299 per month, with additional reductions for higher-dose forms, building on a prior agreement to lower multi-dose prices.
- The oral GLP-1 candidate orforglipron received one of the FDA’s first National Priority Vouchers and is now expected to launch in early 2026, accelerated from prior timelines.
- Ongoing pipeline highlights include the TRIUMPH-4 Phase 3 trial for retatrutide (results due year-end) and upcoming EMBER-3 breast cancer data at the December 2025 San Antonio symposium.
7 days ago
Eli Lilly cuts Zepbound prices to expand obesity drug access
LLY
- Zepbound single-dose vial prices on LillyDirect reduced by up to 20%, with the starting dose now $299/month (from $349), the 5 mg dose $399 (from $499), and higher doses $449 (from $499); additional discounts apply through the Zepbound Self-Pay Journey Program for refills within 45 days.
- These reductions complement earlier cuts for multi-dose pens and stem from a deal with the Trump administration that also introduces Medicare coverage for eligible patients and a new government DTC website.
- Despite cuts, Zepbound’s list price remains around $1,086/month, and insufficient U.S. insurance coverage continues to pose a barrier for patients.
- The move underscores intensifying competition with Novo Nordisk, which has similarly announced discounts on its obesity and diabetes treatments.
8 days ago
Lilly to present two Phase 3 Jaypirca study results at ASH 2025
LLY
- Lilly will share full data from two positive Phase 3 studies of Jaypirca (pirtobrutinib) at the 67th ASH Annual Meeting, Dec. 6–9 in Orlando.
- The BRUIN CLL-314 trial, the first head-to-head Phase 3 comparing non-covalent pirtobrutinib to covalent ibrutinib in treatment-naïve CLL/SLL, met its primary non-inferiority endpoint with a nominal P-value < 0.05 favoring pirtobrutinib.
- The BRUIN CLL-313 study versus chemoimmunotherapy in treatment-naïve CLL/SLL (without del(17p)) demonstrated a highly significant and clinically meaningful improvement in progression-free survival with pirtobrutinib.
- Additional oral and poster presentations will cover long-term follow-up from the Phase 1/2 BRUIN study in relapsed/refractory CLL, mantle cell lymphoma, Waldenström macroglobulinemia, and investigator-initiated combination regimens.
Nov 24, 2025, 5:00 PM
Eli Lilly and Novo Nordisk launch direct-to-employer obesity drug model
LLY
New Projects/Investments
- Starting January 1, 2026, Novo Nordisk and Eli Lilly will sell FDA-approved weight loss drugs such as Wegovy and Zepbound directly to self-insured and large employers, bypassing PBMs at fixed upfront prices to reduce costs and improve transparency.
- The program, powered by Waltz Health’s AI-driven platform (acquired by EVERSANA in August 2025), provides real-time eligibility screening, prescription routing, adherence monitoring, and an integrated telehealth option for seamless access and clinical safeguards.
- Eli Lilly’s approach includes flexible benefit design, a dedicated pharmacy network for enhanced cost tracking, and collaborations with third parties to deliver holistic weight management solutions.
- Both companies aim to eliminate unapproved compounded versions of their GLP-1 obesity drugs and help employers tailor benefits, targeting a market projected to reach $150 billion annually by the early 2030s.
Nov 21, 2025, 7:15 PM
Quarterly earnings call transcripts for ELI LILLY &.
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