Lilly Eli & Co Stock Price, News & Analysis

Eli Lilly (NYSE: LLY) reported updated Phase 3 EMBER-3 results for Inluriyo (imlunestrant) in ER+, HER2– advanced breast cancer on Dec 12, 2025.

Key efficacy highlights: as monotherapy in ESR1‑mutated patients, imlunestrant reduced risk of progression or death by 38% (median PFS 5.5 vs 3.8 months; HR=0.62) and showed an 11.4‑month median OS improvement (34.5 vs 23.1 months; HR=0.60) (boundary for significance not met). The imlunestrant + abemaciclib combination achieved median PFS 10.9 months (HR=0.59), a favorable OS trend (HR=0.82), and extended time to chemotherapy by >1 year (27.8 vs 15.5 months). Safety remained consistent with prior reports; OS follow‑up is ongoing.

Eli Lilly (NYSE: LLY) announced positive topline Phase 3 TRIUMPH-4 results for investigational triple agonist retatrutide in adults with obesity and knee osteoarthritis at 68 weeks. At the highest dose (12 mg) retatrutide lowered body weight by up to 28.7% (71.2 lbs) and reduced WOMAC pain by up to 4.5 points (75.8%). The trial tested 9 mg and 12 mg doses; 84.0% of participants had baseline BMI ≥35 kg/m². Secondary findings included substantial proportions achieving ≥25% weight loss (58.6% at 12 mg), a systolic blood pressure reduction of 14.0 mmHg at the highest dose, and improvements in non-HDL cholesterol, triglycerides, and hsCRP.

Common adverse events were gastrointestinal (nausea up to 43.2%) and dysesthesia (up to 20.9%); discontinuations for adverse events were 12.2% (9 mg) and 18.2% (12 mg). Seven additional Phase 3 readouts are expected in 2026.

Eli Lilly (NYSE: LLY) will invest more than $6 billion to build a next-generation active pharmaceutical ingredient (API) manufacturing facility in Greenbrier South, Huntsville, Alabama, announced Dec. 9, 2025. The site will produce small-molecule synthetic and peptide medicines and is slated to manufacture orforglipron, Lilly's oral GLP-1 candidate for obesity, which the company expects to submit to regulators by year-end 2025.

Construction is expected to begin in 2026 with completion targeted in 2032. Lilly estimates the project will create 450 permanent high-value roles and about 3,000 construction jobs (total ~3,450 jobs) and says each dollar invested could generate up to 4x in local economic activity. This is Lilly's ninth U.S. manufacturing site announced since 2020 and the third of four new U.S. sites planned.

Eli Lilly (NYSE: LLY) and Adverum Biotechnologies announced the scheduled expiration and completion of Lilly's tender offer to acquire Adverum. The Offer provided $3.56 cash per share plus one non-tradable CVR per share that can pay up to an aggregate $8.91 upon specified milestone achievement. The Offer expired at 11:59 p.m. ET on Dec 8, 2025, and 16,493,335 shares were validly tendered (approximately 64% of outstanding shares). All offer conditions were satisfied and Lilly accepted for payment those shares; the parties expect to consummate the acquisition on Dec 9, 2025.

Legal and advisory roles were disclosed for both parties.

Lilly (NYSE: LLY) reported Phase 3 BRUIN CLL-313 results showing pirtobrutinib (Jaypirca) reduced the risk of progression or death by 80% (HR=0.20; 95% CI 0.11–0.37; p<0.0001) versus bendamustine plus rituximab (BR) in treatment‑naïve CLL/SLL without del(17p).

At a median follow-up of 28.1 months, PFS favored pirtobrutinib across pre-specified subgroups. OS is immature but showed an early trend favoring pirtobrutinib (HR=0.257; p=0.0261) despite 52.9% of BR patients crossing over. Safety: Grade ≥3 TEAEs were 40.0% with pirtobrutinib versus 67.4% with BR; fewer dose reductions and discontinuations were reported with pirtobrutinib.

Eli Lilly (NYSE: LLY) declared a first-quarter 2026 dividend of $1.73 per share on outstanding common stock. The dividend is payable on March 10, 2026 to shareholders of record at the close of business on February 13, 2026.

Eli Lilly and Company (NYSE: LLY) elected Carolyn R. Bertozzi, Ph.D. to its board of directors effective Dec. 8, 2025. She will serve on the board's Science and Technology and Ethics and Compliance committees. Dr. Bertozzi is a Nobel Prize-winning chemist and currently serves as Baker Family director of Sarafan ChEM-H and professor at Stanford, and is an Investigator of the Howard Hughes Medical Institute.

Dr. Bertozzi previously served on Lilly's board from 2017 to 2021 and is an elected member of the National Academy of Medicine, National Academy of Sciences, and American Academy of Arts and Sciences.

Lilly (NYSE: LLY) announced Phase 3 BRUIN CLL-314 results showing Jaypirca (pirtobrutinib) met the primary endpoint of non-inferiority for overall response rate (ORR) versus Imbruvica (ibrutinib) in CLL/SLL (ITT ORR 87.0% vs 78.5%; nominal p=0.0035; 95% CIs reported).

PFS was immature but trended toward pirtobrutinib across populations (ITT HR=0.569) with a 76% reduction in risk of progression or death in the treatment-naïve subgroup (HR=0.239). Safety signals favored pirtobrutinib on atrial fibrillation/flutter (2.4% vs 13.5%) and hypertension (10.6% vs 15.1%). Data to be published in Journal of Clinical Oncology and presented at ASH 2025.

Eli Lilly (NYSE: LLY) announced that on December 3, 2025 the U.S. FDA approved an expanded indication for Jaypirca (pirtobrutinib) to treat adults with relapsed or refractory chronic lymphocytic leukemia or small lymphocytic lymphoma (CLL/SLL) previously treated with a covalent BTK inhibitor.

The action converts Jaypirca's December 2023 accelerated approval to a traditional approval and is based on results from the BRUIN CLL-321 randomized Phase 3 trial. Jaypirca is described as the first and only FDA-approved non-covalent (reversible) BTK inhibitor and the label expansion aligns with NCCN guideline patient population recommendations.