Catalyst Dossier · compiled by CeliA 🧫
Eli Lilly and Company (LLY)
Pharmaceutical Preparations · market cap $1034.6B · as of 2026-07-08
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
2026-11-15 (est.)
Phase 2
Pipeline
20
programs
Upcoming events
5
next 90d+
Dossier
Ready
cached
Eli Lilly and Company (LLY) is a large-cap multinational pharmaceutical company with ~$1.13T market capitalization, anchored by explosive revenue growth driven primarily by GLP-1/incretin franchise assets. The company generated $65.2B in revenue in 2025, up from $45.0B in 2024 and $34.1B in 2023, with a sprawling late-stage pipeline including Retatrutide (obesity), Orforglipron (oral GLP-1), Remternetug (Alzheimer's), and Insulin Efsitora Alfa (diabetes). Key near-term catalysts include Phase 3 Baricitinib data (est. September 2026), Retatrutide Phase 3 readout (est. December 2026), and two Orforglipron Phase 3 readouts (est. Q1 2027).
The catalyst path
- 2026-11-15 (est.)Phase 2 · LY3938577imp 7/10
- 2027-03-15 (est.)Phase 2 · Macupatideimp 7/10
- 2027-05-15 (est.)Phase 3 · Standard therapy for INCSimp 9/10
- 2027-07-15 (est.)Phase 2 · LY4065967imp 7/10
- 2027-09-15 (est.)Phase 3 · Retatrutideimp 9/10
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| somatropin, rDNA origin, for injection | Phase 3 | Growth Disorder |
| Retatrutide | Phase 3 | Obesity |
| Ultra-Rapid Lispro | Phase 3 | Type 1 Diabetes Mellitus |
| Erbitux (Cetuximab) | Phase 2 | Colorectal Neoplasms |
| Atomoxetine Hydrochloride | Phase 3 | Attention Deficit Hyperactivity Disorder |
| LY2216684 | Phase 3 | Major Depressive Disorder |
| Insulin Efsitora Alfa | Phase 3 | Type 2 Diabetes |
| Abemaciclib | Phase 3 | Breast Cancer |
| LY2140023 | Phase 2 | Schizophrenia |
| LY3209590 | Phase 2 | Type 2 Diabetes Mellitus |
| LY3819253 | Phase 3 | COVID-19 |
| LY900014 | Phase 3 | Type 1 Diabetes Mellitus |
| Ixekizumab Auto-Injector | Phase 3 | Plaque Psoriasis |
| GEMZAR | Phase 3 | Pancreatic Neoplasms |
| Dulaglutide | Phase 3 | Type 2 Diabetes Mellitus |
| IMC-1121B (ramucirumab) | Phase 2 | Carcinoma, Non-Small-Cell Lung |
| LY2605541 | Phase 3 | Type 1 Diabetes Mellitus |
| Baricitinib | Phase 3 | Systemic Juvenile Idiopathic Arthritis |
| Galcanezumab | Phase 3 | Chronic Migraine |
| Ixekizumab | Phase 3 | Psoriasis |
Price & technical context
3-month
+4.9%
6-month
+25.7%
12-month
+51.7%
52-wk range
$714.59–$1280.34
vs 50-day MA
-2.1%
vs 200-day MA
+8.1%
Realized vol
35.4%
Max drawdown
-34.8%
Daily closes through 2026-09-18. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for LLY (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 20 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — Financial Modeling Prep / financialdata.net — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, Financial Modeling Prep). Compiled by CeliA. Not financial advice.