Eli Lilly's tirzepatide franchise (Mounjaro/Zepbound) continues to take share from Novo Nordisk as supply normalizes and oral GLP-1 orforglipron approaches a 2026 launch. Donanemab in Alzheimer's is ramping. Manufacturing capacity additions in Indiana, North Carolina, and Ireland resolve the supply constraints that capped 2024-2025 growth. Pipeline depth (retatrutide, oral SMA) underappreciated.
Thesis reviewed May 29, 2026
Eli Lilly and Company is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States72REDUCEView United States risk detail βπPharma0NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| RDY | Dr Reddy's Laboratories Ltd | 50 | +7% | β0% | NEUTRAL |
| JNJ | Johnson & Johnson | 50 | +8% | β0% | NEUTRAL |
| SNY | Sanofi | 50 | +14% | β0% | EARLY |
| REGN | Regeneron Pharmaceuticals Inc. | 50 | -16% | β0% | AVOID |
| TAK | Takeda Pharmaceutical Company Limited | 50 | +10% | β0% | NEUTRAL |
| AZN | AstraZeneca PLC | 50 | +11% | β0% | EARLY |
| LLY | Eli Lilly and Company | 50 | +24% | β0% | EARLY |
Investors who hold LLY may also have indirect exposure through these country funds.
Orforglipron oral GLP-1 Phase 3 hits all endpoints
Lilly Indiana mega-site comes online ahead of schedule
Retatrutide triple agonist shows 24% weight loss in Phase 3
Zepbound US scripts overtake Wegovy weekly volume
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Sell | $1kβ$15k | Mar 27, 26 | ||
| Dan NewhouseWA | Sell | $1kβ$15k | Jul 10, 26 | ||
| Gilbert CisnerosCA | Buy | Unknown amount | Jun 10, 26 | ||
| Byron DonaldsFL | R | Buy | $1kβ$15k | Apr 2, 26 | +9.0% |
| Donald J. TrumpFL | R | Buy | Unknown amount | Mar 12, 26 | +9.0% |
| Donald J. TrumpFL | R | Buy | $100kβ$100k | Mar 11, 26 | +9.0% |
| Donald J. TrumpFL | R | Buy | $100kβ$100k | Jan 6, 26 | +9.0% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Apr 14, 26 | +16.7% |
| Elizabeth FletcherTX | D | Sell | $1kβ$15k | Apr 8, 26 | +14.9% |
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Mar 13, 26 | +18.9% |
| Angus S King, Jr. | Sell | $1kβ$15k | Feb 13, 26 | +22.6% | |
| David J. TaylorOH | R | Buy | $1kβ$15k | Feb 26, 26 | +11.8% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Feb 9, 26 | +9.6% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Jan 16, 26 | +6.2% |
| Angus S King, Jr. | Buy | $1kβ$15k | Dec 29, 25 | +4.3% | |
| Markwayne Mullin | Buy | $15kβ$50k | Dec 29, 25 | +6.8% | |
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | +7.3% |
| John Boozman | Sell | $1kβ$15k | Nov 21, 25 | +11.1% | |
| Shelley M Capito | Buy | $1kβ$15k | Oct 24, 25 | +22.4% | |
| John Boozman | Buy | $1kβ$15k | Aug 11, 25 | +47.0% |