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Eli Lilly

LLY

Healthcare / Pharmaceuticals

Global pharmaceutical company leading the GLP-1 obesity and diabetes drug revolution.

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7 articles about Eli Lilly

Deep DivesLLY

Inside Eli Lilly's GLP-1 Manufacturing Moat

Zepbound supply has tripled since launch and is still constrained. The manufacturing footprint now represents one of the strongest competitive moats in large-cap pharma.

Apr 15, 2026
ValuationLLY

Eli Lilly's Obesity Franchise Justifies a Premium the Market Still Underestimates

At $841 billion market cap and 41x trailing earnings, Eli Lilly looks expensive by every traditional metric. But Mounjaro and Zepbound are creating a revenue trajectory that makes 41x look cheap in hindsight.

Apr 13, 2026
Market SignalsLLY

Eli Lilly's Oral GLP-1 Pill Just Rewrote the Obesity Playbook

The shift from injectable to oral delivery could expand the addressable GLP-1 market by 3-4x. Lilly's pharmacy partnerships make it a distribution play, not just a drug launch.

Apr 10, 2026
Deep DivesLLY

Revisiting Eli Lilly as the GLP-1 Supply Bottleneck Breaks Open

Revenue surged 38% to $65.2B in FY2025 as Mounjaro and Zepbound scaled. With manufacturing constraints easing and retatrutide data approaching, we're raising our revenue estimate to $90-100B by 2028.

Apr 9, 2026
Market SignalsLLY

Lilly's Oral Obesity Pill Just Rewrote the GLP-1 Playbook

Foundayo's FDA approval transforms Eli Lilly from an injectable GLP-1 leader into an oral mass-market platform, with revenue already at $65.2 billion and accelerating.

Apr 6, 2026
Deep DivesLLY

Revisiting Our Eli Lilly Thesis After the GLP-1 Revenue Surge

Revenue jumped 45% to $65.2 billion and FCF recovered from near-zero to $9 billion — but at 40.8x trailing earnings, has the market already priced in the miracle?

Apr 5, 2026
Deep DivesLLY

Inside Eli Lilly's GLP-1 Empire: The Most Important Drug Franchise in a Generation

Lilly's revenue surged from $28.3 billion to $45.0 billion in two years on the back of Mounjaro and Zepbound. At 67x trailing earnings, the market is pricing perfection — and it might be right.

Apr 4, 2026