ELI LILLY & (LLY) Company Report

Lilly introduced the Employer Connect platform with over fifteen independent program administrators to offer flexible, transparent obesity management coverage, addressing inconsistent employer-sponsored plan coverage.
Zepbound (tirzepatide) KwikPen is available at a discounted price of $449 across all doses for network pharmacies, designed to lower out-of-pocket costs for employees.
Initial partnerships include administrators such as 9amHealth, Calibrate Health, Mark Cuban Cost Plus Drug Company, and others, with further expansion planned.

5 days ago

Press Release

Eli Lilly outlines orforglipron launch and pipeline update

LLY

Product Launch

Guidance Update

orforglipron expected FDA approval in early Q2 2026 with U.S. launch shortly thereafter; shipments occur ~1 week post-approval.
Pricing set at $149 introductory (scaling to $399) with Medicare coverage from July 1 and PBM negotiations underway.
Built $1.5 billion pre-launch inventory for global supply resilience, though not correlated to 2026 revenue forecasts.
Obesity/diabetes pipeline led by tirzepatide, with orforglipron driving oral market expansion and retatrutide targeting high-BMI (>37) patients after Q4 2025 data showed ~28–29% weight reduction.
Non-incretin programs include cardiovascular Lp(a) therapies (lepodisiran, muvalaplin) and Alzheimer’s asset Kisunla (TRAILBLAZER-ALZ 3 event-driven readout in 2027); China business at $2 billion with new reimbursement unlocking growth.

8 days ago

Transcript

Lilly outlines orforglipron launch timing and pipeline priorities

LLY

Product Launch

New Projects/Investments

Lilly expects orforglipron FDA approval in early Q2 2026, with U.S. launch within a week, priced initially at $149 scaling to $399, and Medicare access effective July 1 for anti‐obesity coverage.
Incretin portfolio hierarchy: tirzepatide remains the foundation, orforglipron expands oral treatment options, and retatrutide targets high‐BMI patients with up to 28–29% weight reduction in initial studies.
Non‐incretin pipeline includes cardiovascular risk therapies lepodisiran and muvalaplin, and Alzheimer’s programs—Kisunla’s TRAILBLAZER-ALZ-3 readout in 2027 and remternetug dose‐finding supporting Phase III design.
China operations (~$2 B of $65 B global revenue) are growing post–NIDL reimbursement for Mounjaro, with shrinking launch lags and a local lab in Beijing to accelerate innovation.
AI implementation is improving efficiencies across SG&A (e.g., automated forecasting), manufacturing (site automation), and eventually R&D discovery, supported by a new supercomputer and the Conn Innovation Lab.

8 days ago

Transcript

Eli Lilly outlines orforglipron launch plan and pipeline priorities

LLY

Product Launch

New Projects/Investments

Orforglipron is on track for FDA approval in early Q2 2026, with product expected to ship to patients within about one week post-approval and a full U.S. commercial launch, followed by broader ex-U.S. access in 2027.
The oral obesity therapy will launch on LillyDirect at a starting dose price of $149, scaling up to $399, with Medicare coverage beginning no later than July 1 and active negotiations underway with PBMs for commercial reimbursement.
Tirzepatide remains the foundation of Lilly’s diabetes/obesity platform; orforglipron is positioned to expand the oral market; and retatrutide is targeted at patients with BMI > 37, having demonstrated up to 28–29% weight reduction in early studies and supported by ongoing TRIUMPH dosing and tolerability trials.
Beyond incretins, Lilly is advancing cardiovascular risk candidates lepodisiran and muvalaplin for elevated Lp(a), developing an oral SERD in metastatic and adjuvant breast cancer (readout by 2027), and pursuing Alzheimer’s trials with TRAILBLAZER-ALZ 3 event-driven readout in 2027.

8 days ago

Transcript

Lilly’s Olumiant receives positive CHMP opinion for adolescent alopecia areata in EU

LLY

Product Launch

The EMA’s CHMP has issued a positive opinion recommending Olumiant (baricitinib) for treatment of adolescents (ages 12 to <18) with severe alopecia areata, advancing its use beyond adults.
Filing supported by Phase 3 BRAVE-AA-PEDS data showing 42.4% of adolescents on 4 mg achieved ≥80% scalp hair coverage at 36 weeks versus 4.5% on placebo.
The opinion is now with the European Commission for final approval, expected within 1–2 months; U.S. submission for adolescent use is under review with a decision due in H2 2026.
If approved, Olumiant would be the first JAK inhibitor authorized in the EU specifically for adolescents with severe alopecia areata, following adult approvals in 2022.

Feb 27, 2026, 1:11 PM

Press Release

Eli Lilly partner Aktis Oncology receives FDA Fast Track designation for AKY-1189

LLY

The U.S. FDA granted Fast Track designation to AKY-1189 for treating adult patients with locally advanced or metastatic urothelial cancer after prior systemic therapies.
Aktis is conducting a multi-site Phase 1b trial (NCT07020117) of AKY-1189 in mUC and several other Nectin-4 expressing tumors, with Part 1 preliminary results expected in Q1 2027.
AKY-1189 is a miniprotein radioconjugate designed to deliver actinium-225 to Nectin-4 positive tumors, which are expressed in approximately 80–90% of urothelial cancers.
Aktis has a strategic collaboration with Eli Lilly and Company and is advancing a second radioconjugate program, AKY-2519, targeting B7-H3 expressing tumors.

Feb 24, 2026, 1:00 PM

Press Release

Jaguar Gene Therapy completes dosing of first JAG201 trial cohort

LLY

New Projects/Investments

Jaguar Gene Therapy completed dosing of the initial five patients in its first‐in‐human trial of JAG201, a gene therapy for SHANK3 haploinsufficiency in Phelan-McDermid syndrome; dosing of dose-escalation Cohort 2 is expected to finish in Q2 2026.
No treatment-related serious adverse events or dose-limiting toxicities have been reported to date, indicating a favorable safety profile.
Early indications of clinical benefit have been observed across communicative, motor, cognitive, and social domains.
JAG201 has received FDA Rare Pediatric Disease, Fast Track, and Orphan Drug designations, reflecting regulatory support for this potentially transformative therapy.

Feb 24, 2026, 1:00 PM

Press Release

Eli Lilly reports strong first-month uptake of Wegovy Pill

LLY

Product Launch

Revenue Acceleration/Inflection

In its first month post-launch, 73% of primary care physicians and 78% of endocrinologists prescribed the oral Wegovy Pill.
Among non-prescribers, 98% of PCPs and 88% of endocrinologists plan to prescribe the therapy within six months of approval.
Unaided awareness in February 2026 climbed to 60% of PCPs and 78% of endocrinologists, up from 14% and 11%, respectively, in November 2025.
Early insights indicate the oral GLP-1 may drive net market growth, with gains in share exceeding expected losses from injectables.
Competition is intensifying as Lilly’s oral GLP-1 candidate, orforglipron, targets FDA approval in Q2 2026.

Feb 20, 2026, 12:58 PM

Press Release

Eli Lilly’s Omvoh shows durable 3-year remission in Crohn’s disease

LLY

Omvoh (mirikizumab-mrkz) achieved 92.4% clinical remission and 91.2% corticosteroid-free remission at 152 weeks among VIVID-2 patients who were Week 52 responders in Crohn’s disease.
Patients also sustained improvements in bowel urgency, with 82.1% achieving a ≥3-point reduction on the Urgency Numeric Rating Scale and 71.7% achieving a score ≤2 at three years.
In VIVID-1, Omvoh reduced Crohn’s-related hospitalizations and/or surgeries by nearly 50% versus placebo in weeks 0–12 and by 70% in weeks 12–52.
The long-term safety profile through Year 3 was consistent with prior data; common adverse events (≥5%) included COVID-19, nasopharyngitis, and upper respiratory tract infection.

Feb 19, 2026, 5:15 PM

Press Release

Eli Lilly reports Taltz-Zepbound meets primary endpoint

LLY

In the Phase 3b TOGETHER-PsO trial, combining Zepbound with Taltz achieved 27.1% complete skin clearance (PASI 100) plus ≥10% weight loss at 36 weeks versus 5.8% with Taltz alone (n=274).
The combo delivered a roughly 40% relative increase in PASI 100 rates and adverse events were generally mild to moderate.
In a parallel PsA study, 31.7% of patients on Taltz + Zepbound reached ≥50% PsA activity reduction and ≥10% weight loss versus 0.8% on Taltz monotherapy.
Lilly shares rose about 0.25% in pre-market trading to $1,039 following the announcement.