Lilly Eli & Co Stock Price, News & Analysis

Eli Lilly (NYSE: LLY) on November 6, 2025 announced two new Executive Committee appointments and broader leadership role expansions to support its pipeline, portfolio growth, and patient access.

Carole Ho, M.D. joins as executive vice president and president, Lilly Neuroscience, and will serve on the Executive Committee. Adrienne Brown is promoted to executive vice president and president, Lilly Immunology, and will join the Executive Committee. Daniel Skovronsky, M.D., Ph.D. takes an expanded role as chief scientific and product officer and president, Lilly Research Laboratories. Jacob Van Naarden will lead corporate business development in addition to oncology.

Eli Lilly (NYSE: LLY) agreed with the U.S. government to expand access to its obesity medicines, capping out-of-pocket costs for Medicare beneficiaries at $50 per month for Zepbound (tirzepatide) and orforglipron (if FDA-approved) starting as early as April 1, 2026. The deal allows Medicaid expansion by states, adds self-pay access via LillyDirect, and prices Zepbound multi-dose pens at $299–$449 and orforglipron at $149–$399. Lilly commits > $50 billion to U.S. manufacturing and receives three years of tariff relief plus protection from future pricing mandates.

Eli Lilly (NYSE: LLY) reported positive Phase 2 results for eloralintide, a once-weekly selective amylin receptor agonist, in 263 adults with obesity or overweight without type 2 diabetes, announced Nov 6, 2025.

At 48 weeks all eloralintide arms met the primary endpoint with mean weight reductions ranging from 9.5% to 20.1% versus 0.4% for placebo; absolute losses spanned 10.2 kg to 21.3 kg. Adverse events were mainly mild–moderate GI symptoms and fatigue, higher at larger doses and reduced with slower escalation. Lilly plans to begin Phase 3 enrollment by year-end and is evaluating eloralintide alone and as a complement to incretin therapy.

Eli Lilly (NYSE:LLY) plans a $3 billion greenfield oral medicines manufacturing facility in Katwijk, Netherlands, within Leiden Bio Science Park to expand capacity for oral solid medicines across cardiometabolic, neuroscience, oncology and immunology programs.

The site is expected to create 500 high-wage roles plus an estimated 1,500 construction jobs, incorporate advanced automation and spray-dried dispersion, and will be among sites producing orforglipron. Construction is expected to begin next year and the investment is contingent on government permits.

Eli Lilly (NYSE: LLY) reported Q3 2025 revenue of $17.60B, up 54%, driven by Mounjaro and Zepbound volume growth. Reported EPS was $6.21 and non-GAAP EPS was $7.02 for the quarter. The company raised full‑year 2025 revenue guidance to $63.0B–$63.5B and raised reported EPS guidance to $21.80–$22.50 and non‑GAAP EPS to $23.00–$23.70. Pipeline progress included positive results in four Phase 3 orforglipron trials with planned global obesity submissions by year‑end and U.S. FDA approval of Inluriyo for certain advanced/metastatic breast cancers. Manufacturing investments announced in Virginia, Texas and Puerto Rico.

Eli Lilly (NYSE: LLY) will invest more than $1.2 billion to expand and modernize its Lilly del Caribe manufacturing site in Carolina, Puerto Rico.

The project adds advanced oral solid-dose technologies, will support production of orforglipron, and is part of Lilly's previously announced $50 billion U.S. manufacturing capital plan. Lilly estimates up to 1,000 construction jobs and 100 manufacturing jobs. Construction is expected to begin in 2026 with medicine production planned by the end of 2028.

Eli Lilly (NYSE: LLY) and Walmart announced a collaboration to offer Zepbound (tirzepatide) single-dose vials from LillyDirect for in-store pickup at Walmart pharmacies nationwide by mid-November 2025. LillyDirect self-pay pricing offers a 50% or greater discount versus list prices for other GLP-1 obesity medicines, with the 2.5 mg starter dose at $349/month and other doses at $499/month (higher-dose access subject to the Zepbound Self Pay Journey Program). The option supports free home delivery or Walmart pickup and follows rapid LillyDirect uptake, when ~35% of new Zepbound prescriptions were fulfilled through LillyDirect in Q2 2025.

Eli Lilly (NYSE: LLY) announced on October 28, 2025 a collaboration with NVIDIA to build the industry's most powerful pharmaceutical-owned supercomputer: the world's first NVIDIA DGX SuperPOD with DGX B300 systems.

The system is powered by more than 1,000 B300 GPUs on a unified networking fabric and will run an "AI factory" to support discovery, training on millions of experiments, high-volume inference, medical imaging, manufacturing digital twins, and enterprise AI agents. Select models will be shared via Lilly TuneLab. Lilly said the system will run on 100% renewable electricity within existing facilities and use chilled water liquid cooling.

Eli Lilly and Company (NYSE: LLY) announced on October 28, 2025 its roster of seven Team USA athletes for the Olympic and Paralympic Winter Games Milano Cortina 2026, naming Elana Meyers Taylor, Madison Chock, Erin Jackson, Maddie Mastro, Mikaela Shiffrin, Oksana Masters and Jack Wallace.

Lilly reiterated its Milestones into Meaning™ program: for every U.S. Olympic or Paralympic medal, World Record or Olympic/Paralympic Record, Lilly will donate $5,000 to U.S. nonprofits that expand health care access. The program donated $2.6 million to 24 organizations at Paris 2024 and will expand to benefit 26 U.S. organizations in Milano Cortina 2026.