Eli Lilly & Co: Daily Foundayo data through 6/16; weekly estimation for week ending 6/12

研报英文原文证据摘录

Eli Lilly & Co: Daily Foundayo data through 6/16; weekly estimation for week ending 6/12

Equity Research

U.S. Biopharmaceuticals

18 June 2026

Eli Lilly & Co

Daily Foundayo data through 6/16;

weekly estimation for week

LLY OVERWEIGHTending 6/12

U.S. Biopharmaceuticals NEUTRAL

Using a flat capture rate to the week prior, we estimate Week Price Target USD 1400.00

10 of weekly TRx to be 22,824, or +15% w/w. Assuming a Price (18-Jun-26) USD 1098.57

weekly/actual capture rate of 76%, extrapolating through PotentialSource: Bloomberg,Upside/DownsideBarclays Research +27.4%

data as of 6/16, this suggests ~117k total Foundayo pts. IQVIA

U.S. Biopharmaceuticalshas not confirmed data integrity.

Emily Field, CFA

+1 212 526 4160

IQVIA Daily Data through Tuesday 6/16/2026 + our estimation for Weekly Data ending emily.field@barclays.com

6/12/2026: We update our Foundayo model to estimate IQVIA weekly TRx (will be reported BCI, US

tomorrow 6AM EST) by using daily TRx and last week's daily/weekly capture rate (16.3%). We Hang Hu, PhD

estimate Week 10 of weekly TRx to be ~22,824, with +15% w/w vs. Week 9's 19,879. Furthermore, +1 212 526 6364

assuming a weekly/actual capture rate of 76%, extrapolating this data through Daily TRx as of hang.hu@barclays.com

6/16/26, this suggests a total of ~117K patients on Foundayo. For our comment on last week's BCI, US

data: Daily Foundayo data through 6/9; weekly estimation for week ending 6/5 (06/11/26). Alexandre Bouilloux

+1 212 526 9937

Daily Foundayo TRx Data through June 16th: We updated our Daily IQVIA Foundayo tracker

alexandre.bouilloux@barclays.com

with data through Tuesday, June 16th (652 TRx vs. 603 TRx the day prior). We plot data points BCI, US

below, noting that w/w growth remains robust generally in DD%, but there remains a high