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NYSE · large · thesis board

LLY Eli Lilly

Incretin / multi-agonist + Alzheimer mAb platform

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Thesis

Editorial summary — not a primary filing

Metabolic and neuro leadership; multi-asset obesity stack plus Alzheimer commercial engine.

Next gate

2026-09-30Company-guidedlabel expand

Broader access update

48 days · Company: Company guidance

Survive-to-Event

ok

Cash covers the next gate with ~21 months spare (curated estimate).

Unverified estimate — not from a live SEC parse

Cash runway (~684d)100%
Days to gate (48d)7%
Show math

$9.0B cash ÷ $400M/mo burn ≈ 684 days. Source: curated SEC quarter figures.

Cash $9.0B as of 2026-03-31 (SEC)

Pipeline spine

  1. Preclinical
  2. Ph1
  3. Ph2
  4. Ph3
  5. Filed
  6. Approved
Secondary assets (1)
  • Retatrutide triple agonist · Ph3 · obesity

Rivals in this race

Open race →
BIIBApprovedokAVXLPh3okANVSPh3ok

Risks

  • Supply constraints
  • Pricing/policy
  • Competition from Novo
  • Execution on late-stage stack

Source trail

  1. SECCash from latest reported quarter (curated)as of 2026-03-31
  2. ClinicalTrials.govNCT04437511as of 2026-07-01
  3. CompanyIR / press disclosuresas of 2026-07-01