Lilly Is The Heavyweight To Get You To Featherweight

Research evidence excerpt

Lilly Is The Heavyweight To Get You To Featherweight

Pharmaceuticals (Major) & Large Cap Biotechnology

Pharmaceuticals - Major - Market Weight

Lilly Is The Heavyweight To Get You To Featherweight June 6, 2026

Eli Lilly (LLY)

The Wolfe Byte

Zepbound, Mounjaro & Foundayo are followed closely behind by next-gen approaches (e.g., retatrutide,

eloralintide). With the TAM continuing to expand and patients still in need of efficacious therapies, we see Lilly

more than well-positioned to maintain its pole position.

Lilly views itself as well-positioned with its current portfolio and investments to sustain its market leadership. The

company highlighted that its current portfolio spanning commercial, late-stage, and early assets will help Lilly (LLY)

to maintain its leadership in obesity and type 2 diabetes, as well as associated comorbidities. On the webcast hosted

this evening, LLY gave investors an update on where it sees the obesity market now and in the next decade. From its

lens today, 100M US adults are thought to have obesity, but less than 1 in 10 patients eligible to benefit from a GLP-1

currently take one. And by 2035, LLY sees the global market sitting at around 2 billion people. Quick reminders on each

of LLY's relevant offerings below:

●Tirzepatide: Global market leader in weight management (Zepbound) and T2D (Mounjaro). Indication for

cardiovascular outcomes expected to add to label this year.

●Foundayo: Seven positive phase 3s with six more ongoing. US submission for T2D expected in 2Q26. International

applications now submitted in 45 countries (obesity & T2D). We await additional data from the ACHIEVE

symposium here at ADA Monday.

●Retatrutide: Submissions for obesity, OA & OSA expected 2H26 and T2D in 1H27. Profile redefines what people