ELI LILLY & Co

LLY

Held by 6 specialist biotech funds

High Convergence

6 funds opened new positions. Next phase2 readout (Duloxetine): Apr 2006. Short interest: 0.8% of float.

Drug Manufacturers - GeneralCEO: David A. RicksIPO: 1972Website ↗

Eli Lilly and Company is a prominent global pharmaceutical firm dedicated to the research, development, and commercialization of human medicines across the world. Its therapeutic offerings include a comprehensive suite of diabetes medications. This encompasses various insulin formulations like Basaglar, the Humalog family (e.g., Mix 75/25, U-100, U-200, Mix 50/50), insulin lispro products (including protamine and mix 75/25), and the Humulin line (e.g., 70/30, N, R, U-500). Furthermore, Eli Lilly provides specialized treatments for type 2 diabetes, such as Jardiance, Trajenta, and Trulicity. In oncology, Eli Lilly offers a robust portfolio targeting various cancers. These include Alimta for non-small cell lung cancer (NSCLC) and malignant pleural mesothelioma; Cyramza, indicated for metastatic gastric cancer, gastro-esophageal junction adenocarcinoma, metastatic NSCLC, metastatic colorectal cancer, and hepatocellular carcinoma; Erbitux for colorectal and various head and neck cancers; Retevmo, used in metastatic NSCLC, medullary thyroid, and other thyroid cancers; Tyvyt for relapsed or refractory classic Hodgkin's lymphoma and non-squamous NSCLC; and Verzenio, prescribed for HR+, HER2- metastatic breast cancer, node-positive, and early breast cancer. For autoimmune and inflammatory conditions, the company markets Olumiant for rheumatoid arthritis, and Taltz, which addresses plaque psoriasis, psoriatic arthritis, ankylosing spondylitis, and non-radiographic axial spondyloarthritis. Addressing neurological and pain management needs, Eli Lilly provides Cymbalta for depressive disorder, diabetic peripheral neuropathic pain, generalized anxiety disorder, fibromyalgia, and chronic musculoskeletal pain. Emgality is available for migraine prevention and episodic cluster headaches, while Zyprexa treats schizophrenia, bipolar I disorder, and aids in bipolar maintenance. Other significant products include Bamlanivimab and etesevimab, along with Bebtelovimab, both developed for COVID-19. Cialis is offered for erectile dysfunction and benign prostatic hyperplasia, and Forteo is available for osteoporosis. Eli Lilly actively engages in strategic collaborations with numerous partners, including Incyte Corporation; Boehringer Ingelheim Pharmaceuticals, Inc.; AbCellera Biologics Inc.; Junshi Biosciences; Regor Therapeutics Group; Lycia Therapeutics, Inc.; Kumquat Biosciences Inc.; Entos Pharmaceuticals Inc.; and Foghorn Therapeutics Inc. Established in 1876, Eli Lilly and Company maintains its corporate headquarters in Indianapolis, Indiana.

Catalysts

Phase 3ApprovedQ1 2005atomoxetineAttention Deficit Disorder With HyperactivityNCT00386581

Primary: Efficacy of atomoxetine administered as a single-daily dose with placebo in Russian children and adolescents with Attention-Deficit/Hyperactivity Disorder (ADHD).Enrollment:105/105Sites: 1RANDOMIZED, DOUBLE, TREATMENT

Phase 2PositiveQ2 2006DuloxetineUrinary Stress IncontinenceNCT00190606

Primary: Effectiveness of combined duloxetine and PFMT with combined placebo and imitation PFMT in women with SUI as measured by percent change in Incontinence Episode Frequency from baseline to endpoint.Enrollment:Target 200Sites: 2RANDOMIZED, DOUBLE, TREATMENT

Phase 2Q4 2006Cetuximab + platinum + gemcitabineNon-Small-Cell Lung CarcinomaNCT00112346

Primary: tumor response per treatment armEnrollment:Target 120Sites: 38RANDOMIZED, TREATMENT

Phase 3Q2 2008Insulin glargineDiabetes Mellitus, Type 1NCT00447213

Primary: Change in HbA1c from baseline (12 and 24 weeks)Enrollment:70/70Sites: 5RANDOMIZED, TREATMENT

Phase 3NegativeQ3 2008ArzoxifeneOsteoporosis, PostmenopausalNCT00383422

Primary: Percent change in Lumbar Spine BMD (baseline to 12 months)Enrollment:320/320Sites: 21RANDOMIZED, QUADRUPLE, TREATMENT

Phase 3PositiveQ3 2014RamucirumabColorectal CancerNCT01183780

Primary: Overall Survival (OS) (Randomization to Date of Death from Any Cause Up to 39.36 Months)Enrollment:1,072/1,072Sites: 213RANDOMIZED, QUADRUPLE, TREATMENT

Phase 2NegativeQ3 2014PlaceboMultiple MyelomaNCT01602224

Primary: Progression Free Survival (PFS) (Baseline up to Objective Disease Progression or Death From Any Cause (assessed up to 9 months))Enrollment:220/220Sites: 57RANDOMIZED, TRIPLE, TREATMENT

Phase 3ApprovedQ1 2017GalcanezumabChronic MigraineNCT02614261

Primary: Overall Mean Change From Baseline in the Number of Monthly Migraine Headache Days (MHD) (Baseline, Month 1 through Month 3)Enrollment:1,117/1,117Sites: 117RANDOMIZED, DOUBLE, TREATMENT

Phase 2PositiveQ4 2018AbemaciclibBreast Cancer, Non-small Cell Lung Cancer, MelanomaNCT02308020

Primary: Percentage of Participants Achieving Complete Response (CR) or Partial Response (PR): Objective Intracranial Response Rate (OIRR) (Baseline to Objective Disease Progression (Up to 36 Months))Enrollment:162/162Sites: 44NON_RANDOMIZED, TREATMENT

Phase 3PositiveQ1 2020LY2963016Type 2 DiabetesNCT03338010

Primary: Change From Baseline in Hemoglobin A1c (HbA1c) (LY2963016 to Lantus®) (Baseline, Week 24)Enrollment:536/536Sites: 32RANDOMIZED, TREATMENT

Phase 3ApprovedQ2 2020LasmiditanMigraineNCT03670810

Primary: Percentage of Participants That Are Pain Free 2 Hours Postdose During the First Attack (2 Hours Postdose)Enrollment:1,633/1,633Sites: 141RANDOMIZED, DOUBLE, TREATMENT

Phase 3PositiveQ4 2020TirzepatideType 2 DiabetesNCT04039503

Primary: Change From Baseline in Hemoglobin A1c (HbA1c) (10 mg and 15 mg) (Baseline, Week 40)Enrollment:475/475Sites: 48RANDOMIZED, DOUBLE, TREATMENT

Phase 2Q2 2023LOXO-305Leukemia, Lymphoid, Lymphoma, Non-Hodgkin, Lymphoma, Mantle-CellNCT04849416

Primary: Primary Analysis Set (PAS): Overall Response Rate (ORR) Assessed by Independent Review Committee (Date of First Dose to Date of Disease Progression or Subsequent Anti-cancer Therapy (up to 100 Weeks))Enrollment:87/87Sites: 22NA, TREATMENT

Phase 3PositiveQ2 2023DonanemabAlzheimer DiseaseNCT04437511

Primary: Change From Baseline on the Integrated Alzheimer's Disease Rating Scale (iADRS) (Overall Population) (Baseline, Week 76)Enrollment:1,736/1,736Sites: 274RANDOMIZED, DOUBLE, TREATMENT

Phase 3Q1 2024IxekizumabJuvenile Psoriatic Arthritis, Enthesitis Related ArthritisNCT04527380

Primary: Percentage of Participants Achieving Juvenile Idiopathic Arthritis (JIA) American College of Rheumatology (ACR) 30 (Ixekizumab - OLT Period) (Week 16)Enrollment:101/101Sites: 43RANDOMIZED, TREATMENT

Phase 3Q2 2024ImlunestrantBreast Neoplasms, Neoplasm MetastasisNCT04975308

Primary: Investigator-assessed Progression Free Survival (PFS) (Between Arm A and Arm B) (Randomization to the date of first documented progression of disease or death from any cause (up to 28 months))Enrollment:874/874Sites: 243RANDOMIZED, TREATMENT

Phase 2Q1 2025LOXO-292Non-Small Cell Lung Cancer, Medullary Thyroid Cancer, Colon CancerNCT03157128

Primary: Phase 1: Maximum Tolerated Dose (MTD) (Cycle 1 (cycle length = 28 days))Enrollment:857/857Sites: 85NA, TREATMENT

Phase 3Q3 2025PlaceboAtopic DermatitisNCT06280716

Primary: Percentage of Participants Achieving Eczema Area and Severity Index (EASI-75) (≥75% Reduction in EASI Score) for Mono Cohort (Week 16)Enrollment:301/301Sites: 46RANDOMIZED, DOUBLE, TREATMENT

Phase 3Dec 8, 2025EncorafenibNeoplasmsNCT04607421

Primary: SLI: Number of Participants With Dose Limiting Toxicity (DLTs) (Cycle 1 (28 days))Enrollment:841/841Sites: 272RANDOMIZED, TREATMENT

Phase 3Q1 2026LebrikizumabAtopic Dermatitis, EczemaNCT05559359

Primary: Percentage of Participants with an Investigator Global Assessment (IGA) score 0 or 1 and a Reduction ≥2 points from Baseline (Baseline to Week 16)Enrollment:377/377Sites: 85RANDOMIZED, DOUBLE, TREATMENT

Phase 3Q1 2026MirikizumabUlcerative ColitisNCT03519945

Primary: Percentage of Participants in Clinical Remission (Week 52)Enrollment:1,058/1,058Sites: 352NA, TREATMENT

Phase 3Q2 2026TirzepatideObesity, OverweightNCT06075667

Primary: Percent Change from Baseline in Body Mass Index (BMI) (Baseline, Week 72)Enrollment:160/160Sites: 33RANDOMIZED, DOUBLE, TREATMENT

Phase 3Q4 2026BaricitinibSystemic Juvenile Idiopathic ArthritisNCT04088396

Primary: Percentage of Participants Achieving Adapted Pediatric American College of Rheumatology 30 Responder Index (PediACR30) Response Criteria at Week 12 (Week 12)Enrollment:Target 58Sites: 55RANDOMIZED, TREATMENT

Phase 2Q4 2026LY3537021Nausea, Vomiting, Drug-Related Side Effects and Adverse ReactionsNCT07169851

Primary: Proportion of Participants with a Complete Response (CR) in the Delayed Phase of CINV (24 to 120 hours after first chemotherapy infusion)Enrollment:Target 204Sites: 67RANDOMIZED, DOUBLE, TREATMENT

Phase 2Q1 2027SolbinsiranSevere HypertriglyceridemiaNCT07269210

Primary: Change from Baseline in Triglycerides (Baseline, Weeks 16-24 (Time-Average))Enrollment:Target 60Sites: 41RANDOMIZED, DOUBLE, TREATMENT

Phase 2Q2 2027ClazakizumabAtherosclerosis, Cardiovascular Disease, ObesityNCT07783802

Phase 2Q2 2027LY3457263Type 2 DiabetesNCT06897475

Phase 2Q3 2027LY3537031Irritable Bowel Syndrome, ConstipationNCT07545772

Phase 3Q3 2027OrforglipronObesity, Overweight, Type 2 DiabetesNCT06972472

Phase 3Q4 2027ImlunestrantBreast NeoplasmsNCT05514054

Phase 3Q1 2028EloralintideSleep Apnea, Obstructive, Obesity, OverweightNCT07369011

Phase 3Q2 2028LY3537031Alcohol Use DisorderNCT07219966

Phase 2Q2 2028BrenipatideAsthmaNCT07219173

Phase 3Q2 2028EloralintideOverweight, ObesityNCT07392190

Phase 3Q4 2028BrenipatideDepressive Disorder, MajorNCT07775300

Phase 3Q2 2029RemternetugAlzheimer's DiseaseNCT06653153

Phase 3Q4 2029TirzepatideObesityNCT07817875

Phase 3Q1 2030OrforglipronDiabetes Mellitus, Type 2NCT07668336

Phase 2Q3 2030STX-478Breast Cancer, Solid Tumors, AdultNCT05768139

Phase 3Q3 2030TirzepatideMetabolic Dysfunction-Associated Steatotic Liver DiseaseNCT07165028

Recent News & Research

PubMed

Nisotirostide (LY3457263), a novel NPY2 receptor agonist for type 2 diabetes and obesity: From discovery to clinical proof of concept.

# Investment Summary: Nisotirostide (LY3457263) Lilly's NPY2 receptor agonist represents a mechanistically distinct approach to diabetes and obesity treatment compared to the dominant GLP-1 class, potentially offering differentiated efficacy or tolerability profiles in a large market. Clinical proof-of-concept data would validate whether this alternative pathway can achieve clinically meaningful weight loss and glycemic control, positioning it as either a complementary agent or competitor within Lilly's obesity/diabetes portfolio. Success here expands Lilly's addressable market in metabolic disease beyond GLP-1 dependence, though the program faces the established competitive advantage of proven GLP-1/GLP-1/GCG agents already capturing significant market share.

Oct 3, 2026

PubMed

Tirzepatide attenuates cardiac microvascular injury and ferroptosis-related lipid peroxidation in diabetic mice: endothelial responses in the context of partial PRKN silencing.

# Investment Summary: Tirzepatide Cardioprotection Research Tirzepatide (Lilly's GLP-1/GIP agonist Mounjaro/Zepbound) demonstrates cardioprotective effects in diabetic mice by reducing microvascular injury and ferroptosis-driven lipid peroxidation, suggesting a mechanistic basis for cardiac benefits beyond glucose control. This preclinical data supports the cardiovascular safety and potential additional indications for tirzepatide, particularly relevant given the competitive GLP-1 market where cardiac protection is a key clinical differentiator. The findings could strengthen Lilly's label claims and expand market applications in diabetic cardiomyopathy, supporting premium pricing and market expansion for a drug already driving significant revenue growth.

Oct 2, 2026

PubMed

Baricitinib Efficacy Through 4 Years in Responders and Safety up to 5 Years in Adults with Severe Alopecia Areata: Final Results from BRAVE-AA1 and BRAVE-AA2.

# Investment Summary: Lilly's Baricitinib in Alopecia Areata Baricitinib demonstrated sustained efficacy over 4 years in responders and a favorable long-term safety profile through 5 years in the BRAVE-AA trials, supporting durability claims for this indication. The extended follow-up data strengthen the clinical foundation for commercial positioning in severe alopecia areata, a rare dermatologic condition with limited treatment options where Lilly has differentiated first-mover advantage. However, investor value depends on market size realization and payer coverage decisions, as alopecia areata remains a niche indication relative to Lilly's larger therapeutic franchises.

Oct 2, 2026

PubMed

Early-onset alopecia universalis successfully treated with baricitinib in a toddler: A case report.

# Investment Summary: Baricitinib in Early-Onset Alopecia Universalis This case report documents successful treatment of alopecia universalis in a toddler using baricitinib, Lilly's JAK inhibitor, extending its demonstrated efficacy to a younger, more severe patient population than previously reported. The finding is clinically significant as alopecia universalis represents the most severe form of hair loss with limited treatment options, potentially expanding baricitinib's addressable market beyond the currently approved alopecia areata indication in adults. For investors, positive pediatric safety and efficacy data could support label expansion and strengthen Lilly's competitive position in the growing JAK inhibitor dermatology segment, though regulatory approval for pediatric use would require formal clinical trials.

Oct 1, 2026

PubMed

Long-Term Disease Control During Continuous Treatment with Upadacitinib and Baricitinib for Moderate-to-Severe Atopic Dermatitis: a Real-World Monocentric Retrospective Study.

# Investment Summary: JAK Inhibitor Real-World Performance in Atopic Dermatitis This real-world retrospective study demonstrates sustained disease control in moderate-to-severe atopic dermatitis patients on continuous upadacitinib and baricitinib therapy, supporting the durability and tolerability profile of LLY's upadacitinib (Rinvoq). The data strengthens the clinical evidence for JAK inhibitors as maintenance treatments in dermatology, potentially expanding the addressable patient population beyond acute responders and supporting reimbursement arguments for long-term continuous use rather than intermittent dosing. **Investor relevance:** Sustained efficacy data validates LLY's competitive positioning in the atopic dermatitis market alongside AbbVie's risankizumab and Pfizer's abrocitinib, reinforcing revenue durability assumptions for Rinvoq in this indication

Oct 1, 2026

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