Eli Lilly and Co

Quantli Newsdesk

· 2 days ago

Eli Lilly's oral obesity pill Foundayo saw its prescriber base expand from 8,000 to 36,000 doctors in one quarter, signaling strong commercial momentum for the only oral GLP-1 approved for anytime dosing. The uptake comes as Lilly already holds approximately 60% of U.S. obesity prescriptions and raised its 2026 revenue guidance to $85–87 billion. Analysts see the rapid adoption reinforcing Lilly's dominance in the metabolic health market.

Quantli Newsdesk

· 7 days ago

Eli Lilly filed six lawsuits against U.S. entities selling unapproved versions of retatrutide, an experimental obesity drug not yet approved by any regulator. The company has referred over 200 individuals and entities to federal and state authorities and flagged more than 14,000 online listings. Poison center reports show exposures averaging about 95 cases per month in early 2026, up 265% from late 2025.

Quantli Newsdesk

· 15 days ago

Bank of America is spending more than $250 million annually on GLP-1 medications like Ozempic and Wegovy for its employees, up from zero four years ago. The investment represents about 13% of the bank's $2 billion healthcare budget and reflects a strategic bet on long-term employee health. While many employers limit coverage due to high costs, Bank of America combines medication access with health coaching programs.

Quantli Newsdesk

· 16 days ago

Eli Lilly delivered exceptional second-quarter results with revenue reaching $23 billion (up 48%) and adjusted EPS of $8.38, both far exceeding analyst expectations. The performance was driven by surging demand for GLP-1 drugs Mounjaro and Zepbound, which together accounted for over half of total sales. The company raised its full-year revenue guidance to $85-87 billion and expanded patient access through a new CVS partnership.

Quantli Newsdesk

· a month ago

Lilly faces federal litigation alleging misleading GLP-1 comparisons; Novo seeks injunction and corrective ads. Legal risk is contained-outcome unlikely to materially disrupt Lilly's $120B obesity market position, but discovery may expose marketing strategy and shift DTC tone.

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· 2 months ago

The European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) issued a positive opinion for Lilly's Jaypirca (pirtobrutinib) to treat chronic lymphocytic leukemia (CLL) across all lines of therapy in adults. The recommendation is based on results from two Phase 3 trials, BRUIN CLL-313 and BRUIN CLL-314, which showed strong efficacy and tolerability. A final European Commission decision is expected within one to two months.

Quantli Newsdesk

· 4 months ago

Eli Lilly announced a definitive agreement to acquire Ajax Therapeutics for up to $2.3 billion in cash, including upfront payment and milestone-based payouts. The deal centers on Ajax's lead asset, AJ1-11095, a once-daily oral Type II JAK2 inhibitor currently in Phase 1 trials for myelofibrosis patients who no longer respond to existing treatments.

Quantli Newsdesk

· 4 months ago

Eli Lilly agreed to acquire Ajax Therapeutics for up to $2.3 billion, gaining rights to an experimental drug designed to improve treatment for blood cancers like myelofibrosis. The deal includes upfront cash plus milestone payments tied to clinical and regulatory achievements.

Quantli Newsdesk

· 4 months ago

Eli Lilly's newly launched oral weight-loss drug Foundayo recorded 3,707 prescriptions in its second week on the market, trailing significantly behind competitor Novo Nordisk's Wegovy, which had 18,410 prescriptions in its second week. Analysts expressed concern over the modest uptake, though Lilly has cautioned that early data may not be comprehensive.

Quantli Newsdesk

· 4 months ago

Eli Lilly's new oral weight-loss pill Foundayo recorded 3,707 U.S. prescriptions in its second week, significantly trailing Novo Nordisk's oral Wegovy, which had 18,410 prescriptions at the same point in its launch. The slow start has raised concerns about Lilly's ability to compete in the oral obesity drug market despite Foundayo's approval advantages and easier dosing.

10-K

Quantli Newsdesk

· 4 months ago

Eli Lilly delivered 45% revenue growth to $65.2 billion in 2025, powered by Mounjaro and Zepbound, which together accounted for 56% of total revenue. Net income nearly doubled to $20.6 billion as gross margin expanded to 83.0%, though the company faces pricing pressures from Medicare negotiations and unprecedented reliance on cardiometabolic products.