Lilly Eli & Co Stock Price, News & Analysis

Eli Lilly (NYSE:LLY) announced its participation in the upcoming Wells Fargo 20th Annual Healthcare Conference on September 5, 2025. Patrik Jonsson, executive vice president and president of Lilly International, will participate in a fireside chat at 9:30 a.m. ET.

Investors can access a live audio webcast through Lilly's investor website, with a replay available for approximately 90 days following the presentation.

Eli Lilly (NYSE:LLY) announced that Anne White, executive vice president and president of Lilly Neuroscience, will retire on December 31, 2025 after 30 years of service. White, who will remain on Lilly's Executive Committee until retirement, led the global launch of Lilly's first Alzheimer's treatment and previously headed Lilly Oncology, where she played a key role in the Loxo Oncology acquisition.

Under White's leadership, the company expanded its neuroscience portfolio across neurodegeneration, pain, substance use disorders, and psychiatry. She contributed to reducing drug development timelines and accelerating new medicine launches. The company has initiated an internal and external search for her successor.

Eli Lilly (NYSE:LLY) reported exceptional Q2 2025 results with revenue surging 38% to $15.56 billion, primarily driven by strong sales of Zepbound and Mounjaro. The company raised its 2025 full-year revenue guidance by $1.5 billion to $60-62 billion.

Q2 2025 EPS increased 92% to $6.29 on a reported basis and 61% to $6.31 on a non-GAAP basis. Key achievements include positive results for orforglipron in obesity treatment, Mounjaro's cardiovascular outcomes in type 2 diabetes, and Jaypirca's superiority versus Imbruvica in CLL/SLL.

The company completed strategic acquisitions of SiteOne Therapeutics and Verve Therapeutics, while expanding manufacturing capacity to meet growing demand. Updated 2025 EPS guidance was raised to $20.85-$22.10 (reported) and $21.75-$23.00 (non-GAAP).

Eli Lilly (NYSE:LLY) announced positive Phase 3 ATTAIN-1 trial results for orforglipron, its investigational oral GLP-1 receptor agonist, in treating obesity. The once-daily pill demonstrated significant weight loss, with participants taking the highest dose (36mg) losing an average of 27.3 lbs (12.4%) compared to 2.2 lbs (0.9%) with placebo over 72 weeks.

The trial, involving 3,127 adults, met all primary and secondary endpoints. At the highest dose, 59.6% of participants lost ≥10% body weight, and 39.6% lost ≥15%. The drug also showed improvements in cardiovascular risk markers, including a 47.7% reduction in hsCRP levels. The safety profile aligned with injectable GLP-1 therapies, with mainly gastrointestinal side effects.

Lilly plans to submit orforglipron for regulatory review by year-end and is preparing for a global launch.

Eli Lilly (NYSE:LLY) announced groundbreaking results from SURPASS-CVOT, a landmark head-to-head Phase 3 cardiovascular outcomes trial comparing Mounjaro (tirzepatide) to Trulicity (dulaglutide) in type 2 diabetes patients with cardiovascular disease. The trial, involving over 13,000 participants across 30 countries, demonstrated Mounjaro's cardiovascular protection with an 8% lower rate of major adverse cardiovascular events compared to Trulicity.

Key findings include a 16% reduction in all-cause mortality, superior A1C and weight reductions, and enhanced kidney protection with Mounjaro. The drug showed a 28% reduction in MACE-3 events and 39% reduction in all-cause mortality compared to placebo in indirect comparison analyses. The safety profile remained consistent with previous studies, with 13.3% discontinuation rate due to adverse events.

Eli Lilly (NYSE:LLY) announced positive long-term results from the TRAILBLAZER-ALZ 2 extension study for Kisunla (donanemab-azbt) in early symptomatic Alzheimer's disease. The Phase 3 study demonstrated that the drug's benefits continued to grow over three years compared to an untreated control group.

Key findings include: cognitive decline reduction of -0.6 at 18 months and -1.2 at 36 months on the CDR-SB scale, 27% reduced risk of disease progression with earlier treatment, and over 75% of participants achieving amyloid clearance within 76 weeks. The study also confirmed Kisunla's established safety profile with no new safety signals observed over the three-year period.

Eli Lilly (NYSE:LLY) announced positive Phase 3 trial results for Jaypirca (pirtobrutinib) in chronic lymphocytic leukemia/small lymphocytic lymphoma (CLL/SLL). The BRUIN CLL-314 trial, comparing Jaypirca to Imbruvica (ibrutinib), met its primary endpoint of non-inferiority in overall response rate (ORR), with data favoring Jaypirca (p<0.05).

The groundbreaking study is the first head-to-head Phase 3 trial versus ibrutinib in CLL to include treatment-naïve patients, with this subgroup (n=225) showing particularly strong progression-free survival trends favoring pirtobrutinib. While progression-free survival (PFS) data is not yet mature, early trends favor Jaypirca with no detriment to overall survival.

These results will support future regulatory submissions alongside the upcoming BRUIN CLL-313 Phase 3 study results expected later in 2025.

Eli Lilly (NYSE:LLY) has successfully completed its acquisition of Verve Therapeutics (NASDAQ:VERV), a Boston-based clinical-stage biotechnology company specializing in genetic medicines for cardiovascular disease. The strategic acquisition aims to revolutionize cardiovascular treatment through the development of one-time genetic therapies that could provide lifelong cardiovascular risk reduction.

Led by Ruth Gimeno, Lilly's group vice president of Diabetes and Metabolic Research and Development, this acquisition represents a significant step towards expanding Lilly's presence in the cardiovascular therapeutic space and advancing innovative genetic medicine solutions.

Eli Lilly (NYSE:LLY) has received a positive opinion from the European Medicines Agency's CHMP for donanemab, its treatment for early symptomatic Alzheimer's disease. The recommendation specifically targets adults with confirmed amyloid pathology who are ApoE4 heterozygotes or non-carriers.

The positive opinion was supported by data from the TRAILBLAZER-ALZ 2 and TRAILBLAZER-ALZ 6 clinical trials. The trials demonstrated significant slowing of cognitive decline and reduced disease progression risk. The modified dosing schedule in TRAILBLAZER-ALZ 6 showed lower incidence of ARIA-E while maintaining efficacy.

With 6.9 million Europeans affected by Alzheimer's disease, and this number expected to double by 2050, the European Commission's final regulatory decision is anticipated in the coming months.