2026-10-29 → 11-04 Earnings
Eli Lilly Q3: Volume Up 53%, Realized Prices Down 15%, GM 83.9% 39% revenue growth on 53% volume despite 15% price decline; margin at 83.9%
D1 +6.6% · +5d -0.7%
› 7 waves of this story2026-10-29 Traders expect potential fresh high as earnings approach2026-10-30 Mounjaro/Zepbound drive 39% revenue growth to $24.4B; FY guide raised to $91-92B2026-10-30 Q3 revenue up 39% to $24.4B, driven by Mounjaro and Zepbound; company raises 2026 outlook2026-10-31 Post-earnings target hikes reflect strong incretin demand driving valuation reset2026-10-31 Post-earnings analyst PT hikes underscore weight-loss/diabetes demand as key re-rating driver2026-11-03 Blowout quarter but sustainability questioned; large bearish put flow appears2026-11-04 39% revenue growth on 53% volume despite 15% price decline; margin at 83.9%2026-10-29 Earnings
Earnings report 美国 Medicare GLP-1 桥接计划自 7 月 1 日启动以来，已有超过 50 万人通过该计划获得 Lilly 药物处方。
D1 +6.6% · +5d -0.7%
2026-10-29 8-K filing
8-K: Item 2.02, Item 9.01 D1 +6.6% · +5d -0.7%
2026-10-28 Product Bull
Lilly's retatrutide beats Ozempic on weight loss, blood sugar in head-to-head trial Next-gen drug shows superior efficacy vs Ozempic, bolstering Lilly's GLP-1 franchise
D1 +0.5% · +5d +10.1%
2026-10-27 Regulation Bull
US Judge Denies Novo Nordisk Injunction, Lilly GLP-1 Ads Can Continue Court allows Lilly ads to continue, denying Novo's preliminary injunction on false advertising claims
D1 +0.2% · +5d +9.9%
2026-10-27 Company
Lilly International Chief Jonsson to Retire; Yuffa to Head Global Markets Executive change: international business president retires, new head for global markets unit
D1 +0.2% · +5d +9.9%
2026-10-15 → 10-26 Earnings Bull
Bernstein Raises LLY PT to $1450 on Mounjaro International Upside Analyst lifts PT citing international Mounjaro as key upside driver
D1 +3.5% · +5d +4.4%
› 5 waves of this story2026-10-15 Earnings date set; investors await guidance and GLP-1 sales updates2026-10-23 As earnings approach, market watches whether obesity-drug revenue growth continues2026-10-26 Multiple sources confirm the earnings date; Lilly has beaten estimates for 5 consecutive quarters, drawing market attention.2026-10-26 Company confirms quarterly dividend; focus shifts to Oct 29 earnings and analyst PT raise2026-10-26 Analyst lifts PT citing international Mounjaro as key upside driver2026-10-25 Product Bull
Lilly's Olomorasib Lung Cancer Data Presented at ESMO 2026 ESMO data show durable first-line activity of olomorasib combined with immunotherapy in KRAS G12C-mutant NSCLC.
D1 +0.4% · +5d +10.3%
2026-10-23 Company Bull
Lilly Breaks Ground on Integrated Cancer Medicine Plant in Virginia Company announcement confirms second new US site groundbreaking, creating 650 high-wage jobs and expanding domestic manufacturing
D1 -2.5% · +5d +11.3%
2026-10-15 → 10-21 Other Bull
Eli Lilly Hits 52-Week High, Ranks Among Top S&P 500 Gainers Shares reach record high as healthcare leads market; 5-year gain of 431%
D1 +3.5% · +5d +4.4%
› 2 waves of this story2026-10-15 Technical breakout plus defensive sector rotation draws inflows to LLY2026-10-21 Shares reach record high as healthcare leads market; 5-year gain of 431%2026-10-19 Capital
Lilly inks up to $1.1B deal with Metis TechBio for drug delivery tech Collaboration on novel delivery tech, up to $1.1B total value, strengthens pipeline
D1 -1.3% · +5d +3.1%
2026-10-19 Product Bull
Lilly's Omvoh meets primary endpoint in pediatric UC Phase 3, plans global regulatory submission First IL-23p19 inhibitor with 1-year Phase 3 pediatric UC data; >80% responded, supports label expansion
D1 -1.3% · +5d +3.1%
2026-10-15 Product Bull
Lilly presents new one-year composite disease control data for Omvoh Omvoh achieves corticosteroid-free comprehensive control in UC and Crohn's, boosting product outlook
D1 +3.5% · +5d +4.4%
2026-10-13 Company Bull
Eli Lilly Expects Up to $87B 2026 Revenue; Stock Still Looks Undervalued Multiple outlets highlight dominance in weight-loss market and explosive growth, suggesting premium valuation is justified
D1 -1.4% · +5d +10.0%
2026-10-02 → 10-13 Product Bull
Retatrutide Set as Long-Term Growth Driver; FDA Submission Planned Early 2027 Media stress efficacy and timeline, potentially more important than Q3 earnings
D1 -0.6% · +5d +3.2%
› 2 waves of this story2026-10-02 TRIUMPH-2 shows 59.5% no longer obese; could reshape obesity drug market2026-10-13 Media stress efficacy and timeline, potentially more important than Q3 earnings2026-10-12 Analyst Bull
Cowen Sees LLY Q3 Revenue Beat, Strong Mounjaro Growth Analyst estimates Q3 revenue $22.5B above consensus, Mounjaro up 56% YoY
D1 +0.3% · +5d +4.9%
2026-10-12 Product
Eli Lilly Combo Shows Stronger Weight Loss but Higher Dropout Trial data shows combo beats Zepbound alone, yet discontinuation rates far higher
D1 +0.3% · +5d +4.9%
2026-10-09 Capital
Lilly's Largest Shareholder Files to Sell $347M Stock Shareholder sale contrasts with analyst price target hikes, drawing attention
D1 +0.8% · +5d +6.6%
2026-10-07 Product Bull
GLP-1 Drugs May Slow Biological Aging, Benefiting LLY Studies show GLP-1s reduce biological age by 2-3 years, boosting LLY's metabolic franchise
D1 +2.7% · +5d +1.7%
2026-10-07 Company Bull
Eli Lilly Expands Gate Bioscience Pact in $870M Protein Deal Expanded drug-discovery partnership; shares up ~3.6%
D1 +2.7% · +5d +1.7%
2026-10-05 Product
Lilly to Present Dermatology Data at Fall Clinical 2026 21 presentations across dermatology, EBGLYSS data reinforce durable control
D1 +0.0% · +5d +3.5%
2026-10-02 → 10-05 Regulation Bull
Lilly's Jaypirca Gets FDA Approval for First-Line CLL/SLL FDA expands Jaypirca label to first-line setting, bolstering Lilly's oncology portfolio
D1 -0.6% · +5d +3.2%
› 2 waves of this story2026-10-02 First-and-only non-covalent BTK inhibitor expands to first-line, broadening patient pool2026-10-05 FDA expands Jaypirca label to first-line setting, bolstering Lilly's oncology portfolio2026-10-02 Product Bull
Lilly Highlights New Efficacy Data from Foundayo and EloraTZP Foundayo shows CV safety; EloraTZP mid-stage delivers greater weight loss and A1C reduction
D1 -0.6% · +5d +3.2%
2026-10-01 Product Bull
Lilly's Oral GLP-1 Foundayo Shows CV Safety in Phase 3 Largest/longest T2D study confirms A1C reduction, weight loss, and CV safety, boosting oral GLP-1 franchise
D1 -0.6% · +5d +1.7%
2026-09-29 Product Bull
Lilly's oral drug shows edge over oral semaglutide in new analysis Indirect comparison shows Foundayo 17.2mg superior in weight loss and A1C reduction vs oral semaglutide 25mg
D1 +0.0% · +5d -2.3%
2026-09-28 Company
Lilly Launches Commitment to Expand Diabetes and Obesity Drug Access in LMICs Company announcement aims to expand access to innovative medicines in resource-limited settings by 2040, affecting long-term market reach.
D1 +0.1% · +5d -3.5%
2026-09-25 → 09-28 Product Bull
FDA Approves Lilly's Olumiant for Severe Alopecia Areata in Adolescents FDA expands Olumiant use to pediatric patients 12+ with severe alopecia areata, following strong phase III results.
D1 +0.1% · +5d -3.4%
› 2 waves of this story2026-09-25 Expands indication to adolescents, based on first pediatric Phase 3 data2026-09-28 FDA expands Olumiant use to pediatric patients 12+ with severe alopecia areata, following strong phase III results.2026-09-27 Product
Lilly Discontinues GLP-1 Weight-Loss Drug, Highlighting High Bar Discontinuation reflects high efficacy bar; GLP-1 still >65% of revenue
D1 +0.1% · +5d -3.5%
› 2 waves of this story2026-09-27 Drug failed efficacy bar; GLP-1 franchise still >65% of revenue.2026-09-27 Discontinuation reflects high efficacy bar; GLP-1 still >65% of revenue
