Eli Lilly and Company

LLYleader

Eli Lilly is the world's most valuable pharmaceutical company, propelled by the blockbuster GLP-1 receptor agonist tirzepatide (Mounjaro/Zepbound) for diabetes and obesity. Its Alzheimer's antibody donanemab and strong oncology pipeline give it one of the most promising drug portfolios in the industry.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($52.8B)

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Diabetes & Obesity (52%)

Oncology (18%)

Immunology (12%)

Neuroscience (10%)

Other (Insulin Legacy) (8%)

Segment Breakdown & Key Customers

Product Details

Mounjaro / Zepbound (tirzepatide)38%

GLP-1/GIP dual agonist for type 2 diabetes and obesity

Verzenio (abemaciclib)14%

CDK4/6 inhibitor for breast cancer

Taltz / Olumiant10%

Immunology — psoriasis and atopic dermatitis treatments

Donanemab (Kisunla)8%

Anti-amyloid antibody for early Alzheimer's disease

Insulin Portfolio (Humalog, Basaglar)12%

Insulin products with declining but significant revenue

Supply Chain Relationships

Competitors

Novo Nordisk

GLP-1 / obesity drugs

Impact: Primary competitor — GLP-1 duopoly

Pfizer Inc.

Large-cap pharma pipeline

Impact: Competing in oncology and metabolic

Regeneron Pharmaceuticals

Antibody therapeutics

Impact: Competing in biologics

Partners

Moderna, Inc.

Potential oncology collaboration

Impact: Exploratory

Macro & Market Context

제약 / 바이오Sector News

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

Upcoming Catalysts

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

Supply Chain Issues

★ 기회Orforglipron 3상 긍정 예비 결과

2026-04

경구 GLP-1 Orforglipron 3상 체중감소 -15.6% 확인. 주사 Wegovy와 동등 수준. 2027 허가 목표로 NDA 준비.

↑ 생산 확대인디애나 제조시설 $9B 투자 확정

2026-03

GLP-1 원료의약품(API) 수급 안정을 위해 미국 내 자체 생산 투자. CDMO 의존도 50%→30% 목표.

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AI Analysis

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Company Info

Headquarters

Indianapolis, Indiana, USA

Founded

1876

Employees

43,000+

Website

lilly.com

Cascade Position

Role in Cascade

leader

Typical Delay

0 (trigger)

Eli Lilly's Mounjaro/Zepbound sales and clinical trial readouts set expectations for the entire GLP-1 obesity market.

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Sector Overview — 제약 / 바이오

Sector News