What smart money is saying about Eli Lilly and Company
13 funds in our archive have pitched Eli Lilly and Company, most recently Baron Health Care Fund in September 2026.
Eli Lilly and Company is a prominent global pharmaceutical firm dedicated to the research, development, and commercialization of human medicines across the world. Its therapeutic offerings include a comprehensive suite of diabetes medications. This encompasses various insulin formulations like Basaglar, the Humalog family (e.g., Mix 75/25, U-100, U-200, Mix 50/50), insulin lispro products (including protamine and mix 75/25), and the Humulin line (e.g., 70/30, N, R, U-500). Furthermore, Eli Lilly provides specialized treatments for type 2 diabetes, such as Jardiance, Trajenta, and Trulicity. In oncology, Eli Lilly offers a robust portfolio targeting various cancers. These include Alimta for non-small cell lung cancer (NSCLC) and malignant pleural mesothelioma; Cyramza, indicated for metastatic gastric cancer, gastro-esophageal junction adenocarcinoma, metastatic NSCLC, metastatic colorectal cancer, and hepatocellular carcinoma; Erbitux for colorectal and various head and neck cancers; Retevmo, used in metastatic NSCLC, medullary thyroid, and other thyroid cancers; Tyvyt for relapsed or refractory classic Hodgkin's lymphoma and non-squamous NSCLC; and Verzenio, prescribed for HR+, HER2- metastatic breast cancer, node-positive, and early breast cancer. For autoimmune and inflammatory conditions, the company markets Olumiant for rheumatoid arthritis, and Taltz, which addresses plaque psoriasis, psoriatic arthritis, ankylosing spondylitis, and non-radiographic axial spondyloarthritis. Addressing neurological and pain management needs, Eli Lilly provides Cymbalta for depressive disorder, diabetic peripheral neuropathic pain, generalized anxiety disorder, fibromyalgia, and chronic musculoskeletal pain. Emgality is available for migraine prevention and episodic cluster headaches, while Zyprexa treats schizophrenia, bipolar I disorder, and aids in bipolar maintenance. Other significant products include Bamlanivimab and etesevimab, along with Bebtelovimab, both developed for COVID-19. Cialis is offered for erectile dysfunction and benign prostatic hyperplasia, and Forteo is available for osteoporosis. Eli Lilly actively engages in strategic collaborations with numerous partners, including Incyte Corporation; Boehringer Ingelheim Pharmaceuticals, Inc.; AbCellera Biologics Inc.; Junshi Biosciences; Regor Therapeutics Group; Lycia Therapeutics, Inc.; Kumquat Biosciences Inc.; Entos Pharmaceuticals Inc.; and Foghorn Therapeutics Inc. Established in 1876, Eli Lilly and Company maintains its corporate headquarters in Indianapolis, Indiana.
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Fund signal · last 12 months
47 lettersFunds are split between buying and selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q4 2026, 51 fund letters reported a position in Eli Lilly and Company, with 7 buys (opened or added) and 4 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q3 2026 | 16 | 1 | 1 | 3 |
| Q2 2026 | 19 | 4 | 1 | 3 |
| Q1 2026 | 3 | 0 | 1 | 2 |
| Q4 2025 | 8 | 1 | 1 | 2 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Showing the 8 most recent quarters of 9 on record. Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 51 positions · 14 moves
- HoldsRhenman Healthcare Equity L/SOctober 2026
“The largest contributors during the month were Genmab and Eli Lilly.”
Eli Lilly and Company - TrimmedPolen Focus GrowthSeptember 2026
“At the same time, we trimmed Eli Lilly to right size the position to a more typical weight and help fund the purchase of Seagate Technology.”
Eli Lilly and Company - September 2026
“Eli Lilly (LLY) Eli Lilly continues to benefit from strong demand for its diabetes and weight-loss therapies, which have transformed the company’s growth profile and generated substantial cash flow.”
Eli Lilly and Company - New positionMalborough US Focus FundSeptember 2026
“We also added a new position in the healthcare sector. This was Eli Lilly, a global pharmaceutical leader specialising in cardiometabolic health, oncology and immunology.”
Eli Lilly and Company - September 2026
“Eli Lilly and Company”
Eli Lilly and Company - TrimmedPolen Capital Focus GrowthSeptember 2026
“At the same time, we trimmed Eli Lilly to right size the position to a more typical weight and help fund the purchase of Seagate Technology.”
Eli Lilly and Company - September 2026
“Pharmaceutical company Eli Lilly and Company detracted from performance as pricing pressure and competitive concerns weighed on sentiment. Shares declined following the company’s second-quarter earnings release as realized U.S. prices for its GLP- 1 drugs declined approximately 9% excluding rebate adjustments, fueling concerns that the incretin market is entering a price-war phase. Meanwhile, early prescription growth for Lilly’s oral GLP- 1 Foundayo also fell short of investor expectations. Foundayo was approved and launched in April, but Lilly did not begin marketing the drug until payer coverage was in place. Despite these concerns, Lilly continues to deliver strong underlying financial results, including 48% second-quarter revenue growth. Prescription trends for Foundayo have also started to improve. Our focus remains on the long-term potential of Lilly’s broader GLP-1 franchise and business rather than solely on Foundayo’s early launch.”
Eli Lilly and Company - September 2026
Listed in Jensen Quality Growth Equity Composite’s reported holdings.
Eli Lilly and Company - September 2026
“What we look for in a business is also unchanged. We focus on companies that generate strong free cash flow and are led by management teams who reinvest that cash wisely, whether to drive growth or to return capital to shareholders. Nvidia and Eli Lilly are two examples from our portfolio.”
Eli Lilly and Company - September 2026
“Eli Lilly (LLY) Eli Lilly continues to benefit from strong demand for its diabetes and weight-loss therapies, which have transformed the company’s growth profile and generated substantial cash flow.”
Eli Lilly and Company - September 2026
Listed in Buffalo funds Flexible Allocation Fund’s reported holdings.
Eli Lilly and Company - September 2026
Listed in Royal London AM Global Equity Diversified Fund’s reported holdings.
Eli Lilly and Company - September 2026
Listed in Buffalo funds Growth & Income Fund’s reported holdings.
Eli Lilly and Company - September 2026
Listed in Royal London AM Global Equity Enhanced Fund’s reported holdings.
Eli Lilly and Company - September 2026
Listed in Buffalo funds Blue Chip Growth Fund’s reported holdings.
Eli Lilly and Company - HoldsMiralta Asset ManagementSeptember 2026
Listed in Miralta Asset Management’s reported holdings.
Eli Lilly and Company - HoldsSomma Investimentos Fund FamilySeptember 2026
“The Open Vista Medical Sciences fund presented, in September, a return decline of 0.4%, equivalent to a decline of 0.1% in dollars. The global healthcare sector registered a decline of 1.8% in dollars in the month, therefore the fund presented performance considerably superior to the sector's performance. In September 2026, the global healthcare sector presented a divergence between the improvement in fundamentals and the lag in capital allocation. After two years of valuation compression of the sector's leading companies, the fundamental inflection point of the pharmaceutical and life sciences segments was confirmed by multiple positive indicators throughout September, but the global allocation of investors in the sector remained below expectations, with the flow of resources extremely concentrated in AI infrastructure, which ended up masking the earnings dynamics that the healthcare sector has been accumulating. From the point of view of sector dynamics, the most relevant change in September came from the dissipation of regulatory uncertainty and the acceleration of the innovation cycle. The signals emitted at the 24th Global Healthcare Conference of Morgan Stanley bank indicated that policymakers in the United States began to prioritize "sector stability" and greater clarity on tariffs and the drug pricing framework significantly reduced risk. In parallel, an outlook report published by Credit Lyonnais Securities, in early September, pointed out that the global pharmaceutical supply chain is entering a decade-long restructuring period, with more than US$ 500 billion in branded drug sales facing patent expiration between 2026 and 2032 — the so-called "patent cliff" —, which will force large pharmaceutical companies to intensify investments in R&D and mergers and acquisitions activities, especially benefiting life sciences companies and contract development and manufacturing platforms with scale and global presence. Among the activities of companies in the sector, the approval by Eli Lilly of the combination drug Inluriyo with Verzenio, to treat certain cases of advanced or metastatic breast cancer, stands out. In the clinical study, the combination provided a median progression-free survival, that is, the period in which the disease did not worsen, of 11.1 months, versus 5.5 months with Inluriyo alone. Novartis received a positive opinion from the Committee for Medicinal Products for Human Use of the European Medicines Agency for Cosentyx, an anti-inflammatory drug intended for the treatment of polymyalgia rheumatica. The opinion is not yet equivalent to final approval by the European Union. Roche reported that the treatment evaluated in the CELESTIMO study statistically significantly improved progression-free survival in patients with follicular lymphoma and also announced the European approval of Susvimo, a treatment system for a form of age-related macular degeneration that causes vision loss. AstraZeneca also reported advances with Etcamah, intended for certain cases of advanced breast cancer, and with tozorakimab, aimed at respiratory diseases such as chronic obstructive pulmonary disease. Novo Nordisk presented results from CagriSema, an experimental combination of two drugs for obesity and diabetes, which had not yet received regulatory approval. Together, these events show innovation in oncology, obesity, diabetes, ophthalmology and respiratory diseases. The clinical indicators were disclosed by the companies themselves and may be subject to methodological limitations and have not yet been converted into estimates of revenue, profit or stock returns. The fund's main positions include pharmaceutical and biotechnology companies such as Eli Lilly, Johnson & Johnson, Abbvie and Merck, which together represent 27.1% of the fund's investments, in addition to health insurance companies, with emphasis on UnitedHealth. The ten largest positions represent 50.8% of the fund's net assets.”
Eli Lilly and Company - June 2026
Listed in Royal London AM Global Equity Diversified Fund’s reported holdings.
Eli Lilly and Company - June 2026
“Health care performance was more mixed, with a wide dispersion of outcomes within the portfolio. Argenx, West Pharmaceutical and Eli Lilly were among the strongest contributors, benefiting from company-specific profit cycles tied to differentiated therapies, improving demand visibility and solid execution.”
Eli Lilly and Company - June 2026
“Transactions during the quarter included the purchase of new positions in Lockheed Martin and NVIDIA. These trades, alongside some additions to energy and consumer-linked holdings, were funded through exiting our positions in Broadcom and Eli Lilly and by trimming a broad range of AI compute beneficiaries.”
Eli Lilly and Company - June 2026
Listed in Royal London AM Royal London US Equity Trust’s reported holdings.
Eli Lilly and Company - June 2026
“Top contributors to performance for the quarter Contribution to Return (%) Eli Lilly and Company 3.70 BillionToOne, Inc. 1.06 argenx SE 0.98 Roivant Sciences Ltd. 0.95 Guardant Health, Inc. 0.90 Pharmaceutical company Eli Lilly and Company , currently best known for its diabetes and obesity GLP-1 therapies, contributed to performance as commercial execution and pipeline data reinforced investor confidence in the company's long-term leadership.”
Eli Lilly and Company - HoldsBaron Partners FundJune 2026
Listed in Baron Partners Fund’s reported holdings.
Eli Lilly and Company - June 2026
Listed in Baron Opportunity Strategy’s reported holdings.
Eli Lilly and Company - June 2026
Listed in Buffalo funds Blue Chip Growth Fund’s reported holdings.
Eli Lilly and Company - June 2026
“We added to Eli Lilly & Company in the second quarter as we believe it remains a compelling big idea. Eli Lilly is best known for its GIP/GLP-1 medications for diabetes and obesity.”
Eli Lilly and Company - HoldsBaron Partners FundJune 2026
Listed in Baron Partners Fund’s reported holdings.
Eli Lilly and Company Listed in Jensen Investment Management Quality Growth Equity Composite’s reported holdings.
Eli Lilly and Company- June 2026
Listed in Liontrust Global Innovation Fund’s reported holdings.
Eli Lilly and Company - June 2026
Listed in Liontrust GF Global Innovation Fund’s reported holdings.
Eli Lilly and Company - June 2026
“Beyond technology, Eli Lilly (+30%) sold $8.66 billion of a single medicine in the quarter. Mounjaro, for type 2 diabetes, grew 125% year on year; Zepbound, for obesity, added $4.16 billion in the US alone, up 80%; and Foundayo, the first oral GLP-1 at scale, recorded 20,000 prescriptions in its first 20 days, 80% from patients new to GLP-1 therapy. Group revenue grew 56% to $19.8 billion, EPS rose 156% to $8.55 on a non GAAP basis, and full year revenue guidance was raised to $82 to $85 billion. Lilly holds 60.1% of the US obesity and diabetes market against Novo Nordisk’s 39.4%. Here the dislocation ran the other way: we added through the quarter; at 4.2% Lilly ended the period among the Fund’s largest holdings, having just raised its dividend 15% for 2026, an eleventh consecutive annual increase.”
Eli Lilly and Company - HoldsBaron CapitalJune 2026
Listed in Baron Capital’s reported holdings.
Eli Lilly and Company - June 2026
“Beyond technology, Eli Lilly (+30%) sold $8.66 billion of a single medicine in the quarter. Mounjaro, for type 2 diabetes, grew 125% year on year; Zepbound, for obesity, added $4.16 billion in the US alone, up 80%; and Foundayo, the first oral GLP-1 at scale, recorded 20,000 prescriptions in its first 20 days, 80% from patients new to GLP-1 therapy. Group revenue grew 56% to $19.8 billion, EPS rose 156% to $8.55 on a non GAAP basis, and full year revenue guidance was raised to $82 to $85 billion. Lilly holds 60.1% of the US obesity and diabetes market against Novo Nordisk’s 39.4%. Here the dislocation ran the other way: we added through the quarter; at 4.2% Lilly ended the period among the Fund’s largest holdings, having just raised its dividend 15% for 2026, an eleventh consecutive annual increase.”
Eli Lilly and Company - June 2026
“Elsewhere in the portfolio, we remain constructive on our Travel Area of Interest. An end to the geopolitical conflict in the Middle East is fundamentally positive for the Travel AoI, and it allows investors to return to focusing on the strong fundamentals that drive the commercial aerospace supply chain. Quite simply, the demand for commercial travel outweighs the industry’s ability to supply planes. In principle, this creates a bottleneck no different to the bottlenecks that exist in the data centre, allowing us to invest in durable earnings growth across the supply chain. We continue to remain constructive on other idiosyncratic drivers for the portfolio, such as Climate that includes positions such as CATL in battery manufacturing, or Innovative Health where Eli Lilly continues to demonstrate earnings upside when compared to market expectations.”
Eli Lilly and Company - June 2026
“Recently we reduced the position in Nvidia and increased our position in Eli Lilly (LLY), now Eli Lilly (LLY) is the largest equity position in many accounts.”
Eli Lilly and Company - June 2026
“Top Contributors Applied Materials, which supplies semiconductor manufacturing equipment, benefited from sustained demand tied to AI infrastructure build-out and accelerating demand for compute (computing power). Alphabet’s strong performance reflected continued strength in its core businesses and an increasingly optimistic investor view of the company’s potential for long-term AI leadership. DoorDash, the food delivery platform, is a new position initiated during the quarter. We bought the stock at a recent low, then it rebounded as geopolitical worries eased and gasoline prices fell, supporting driver economics, consumer willingness to spend on delivery and sentiment toward the business. Eli Lilly benefited from investor optimism surrounding its newly launched oral GLP-1 drug for weight loss, Foundayo.”
Eli Lilly and Company - March 2026
Listed in Buffalo Blue Chip Growth Fund’s reported holdings.
Eli Lilly and Company - March 2026
“Eli Lilly and Company: LLY was a top detractor for the quarter, declining 14% as the pharmaceutical sector faced an intensifying regulatory and pricing policy environment.”
Eli Lilly and Company - March 2026
“To fund these new holdings, we took profits in four of our longer-standing investments: SK Hynix, MOOG, Eli Lilly and Amphenol.”
Eli Lilly and Company - HoldsThe Ithaka GroupDecember 2025
“Despite the scarcity of direct hard dollar revenues at the application layer, there are numerous examples of AI’s impact on the internal ROI’s for companies using these large language models (LLMs) to increase the productivity of their businesses. These stealth ROI’s are appearing across companies and sectors. Dara Khosrowshahi, CEO of Uber, has pointed to agentic AI workflows that optimized driver routing and consumer pricing in real time, with the latest generation of AI models translating into hundreds of millions of dollars of benefit for the company. John Plant, CEO of Howmet Aerospace, has highlighted AI as a dual-force for his company, both a technological tool to improve manufacturing efficiency and as a massive market driver for their industrial products. Plant has repeatedly praised the company’s digital thread, an AI-monitored manufacturing process that is signifi cantly improving casting yields for advanced jet engine parts. Eli Lilly’s CEO, David Ricks, frequently emphasizes that the number of possible organic chemicals that could become medicine is larger than the number of stars in the sky.”
Eli Lilly and Company - December 2025
“Looking at individual contributors to performance, Alphabet was a key positive contributor to performance following positive results, which helped investors to better appreciate its differentiated positioning in AI. In particular, the release of the Gemini 3 model has been widely accepted as market leading, reducing fears of competition from OpenAI and Anthropic. We remain bullish on the long-term opportunities for the company as a Compounder. Eli Lilly was a key contributor.”
Eli Lilly and Company - December 2025
“GLP-1 maker Eli Lilly, Argenx and Vertex Pharmaceuticals were bright spots in the biopharmaceutical segment of health care while diagnostics supplier Thermo Fisher Scientific benefited from stabilizing R&D spending.”
Eli Lilly and Company - December 2025
“Two pharmaceutical companies, Eli Lilly and Merck, contributed strongly to performance during the quarter.”
Eli Lilly and Company - December 2025
“Eli Lilly was a key contributor to performance.”
Eli Lilly and Company - TrimmedDavenportDecember 2025
“The Fund’s top contributors during the fourth quarter were Eli Lilly and Co (LLY), Applied Materials Inc. (AMAT), and Align Technology Inc. (ALGN). Lilly shares surged over 40% during the quarter as the company posted strong results as it maintains the dominant franchise in GLP-1 weight loss drugs. Focus has now shifted to the launch of LLY’s oral GLP-1 in 1H2026 and we continue to be optimistic about the outlook for the company, though we are also cognizant of its >30x P/E multiple and reduced our position size into strength.”
Eli Lilly and Company - December 2025
“We recycled the proceeds into Eli Lilly and the Italian utility player Hera, where we see greater resilience in cash flows and greater opportunities to grow these into the future.”
Eli Lilly and Company - December 2025
“Top Quarterly Contributors Applied Materials, which supplies semiconductor manufacturing equipment, outperformed as optimism around AI-driven semiconductor capital spending persisted, supported by improving prospects at key customers such as Intel. Alphabet posted strong performance in the quarter as resilient revenues for its search business, improving growth in its cloud segment and renewed confidence in its vertically integrated AI strategy lifted investor sentiment. Danaher, a maker of diagnostics technology, benefited during the quarter from improving sentiment around life sciences end markets, as pharmaceutical customers signaled higher-than-expected spending on research and development. Salesforce reported better-than-expected earnings after having sold off significantly prior to the quarter, driving a rebound in the stock price and a contribution to relative performance. Eli Lilly rebounded sharply in the quarter as concerns around pricing, penetration and competitive dynamics for the pharmaceutical company’s GLP-1 weight-loss drugs eased following stronger-than-expected demand data.”
Eli Lilly and Company - September 2025
Listed in RiverPark Long Short Opportunity Fund’s reported holdings.
Eli Lilly and Company - June 2025
Listed in RS Large Cap Growth Strategy’s reported holdings.
Eli Lilly and Company - HoldsNewBridge Large Cap Growth EquityDecember 2024
“Within Health Care , McKesson rebounded in the fourth quarter after a challenging third quarter and was the sector’s best performer within the portfolio. Conversely, Zoetis, Inc. and Eli Lilly and Company were the sector’s worst performers.”
Eli Lilly and Company - AddedFocus GrowthDecember 2024
“Recent Portfolio Activity The table below shows all buys and sells completed during the quarter, followed by a brief rationale. Buys Sells Eli Lilly DexCom Buys Eli Lilly Eli Lilly is a leading pharmaceutical company that develops diabetes, oncology, immunology and neuroscience medicines.”
Eli Lilly and Company
Also mentioned · 9
These funds discuss Eli Lilly and Company as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedLiontrust Global Dividend FundSeptember 2026
“The breadth mattered as much as the pace. Caterpillar, sitting at the bottleneck of power demand, recorded the first $20 billion quarter in its history, with earnings up 73% and its backlog up 92% to a record $72 billion. Eli Lilly put to rest any concern that GLP-1 growth is fading, growing revenue 48% year-on-year to $23 billion and raising full year guidance to $85 to $87 billion.”
Eli Lilly and Company - MentionedLiontrust GF Global Dividend FundSeptember 2026
“Eli Lilly put to rest any concern that GLP-1 growth is fading, growing revenue 48% year-on-year to $23 billion and raising full year guidance to $85 to $87 billion.”
Eli Lilly and Company - MentionedO'Keefe Stevens NVIDIA StrategyJuly 2026
“Biology is also entering this loop, with BioNeMo expanding AI- driven drug discovery and co-innovation efforts such as our work with Lilly.”
Eli Lilly and Company - MentionedMunro Global Growth Equity SMAJune 2026
“Additional opportunities remain in structural themes such as Climate, including battery manufacturing through CATL, and Innovative Health, where Eli Lilly continues to deliver earnings above market expectations.”
Eli Lilly and Company - September 2025
“While rival therapy Tirzepatide (brand name Mounjaro in Type 2 diabetes and Zepbound in obesity) from competitor Eli Lilly has posted very solid competitive data, we believe Novo will sustain its competitive position as a leader in the global duopoly.”
Eli Lilly and Company - MentionedArtemis Global Select FundSeptember 2025
“consumer preference for Eli Lilly’s weight-loss drugs and worries about the incremental drug-pricing policy in the US.”
Eli Lilly and Company - MentionedPlatinium AMJune 2025
“Reading through M&A activity During the quarter Sanofi acquired Blueprint medicine for over $9b. The Fund has been increasing its position in Blueprint competitor Cogent Biosciences as we feel its drug bezuclastinib is competitive despite worries about its side effect profile. Cogent’s valuation has been very compelling (below $1b). Shortly after the quarter end, Cogent reported solid data for bezu which now puts it into a solid commercial position. Our RNA editing holding, ProQR (up 58% this quarter) also benefited from M&A readthrough. Eli Lilly is buying its gene editing partner Verve Therapeutics for $1.3b, seeking to grow its genomics medicine business. ProQR also has Eli Lilly as a partner, with the pharma company holding over 16% of ProQR.”
Eli Lilly and Company - MentionedGeneration IMMarch 2025
“Additional sources of demand are emerging. On the one hand, there is growing demand for GLP-1 testing as more pharmaceutical companies try to emulate the successes of Novo Nordisk and Eli Lilly.”
Eli Lilly and Company - MentionedMacquarie Large Cap Growth FundMarch 2025
“The largest individual detractors from performance relative to the benchmark were not owning Meta Platforms, not owning Eli Lilly & Co., and our position in Electronic Arts Inc.”
Eli Lilly and Company
Fund coverage · 13 theses
- Baron Health Care FundSeptember 2026
Eli Lilly and Company is a pharmaceutical leader with a strong GLP-1 franchise and next-generation metabolic pipeline targeting a very large market.
Read the full thesis - Malborough US Focus FundSeptember 2026
Eli Lilly is a global pharma leader with a leading obesity franchise and long-term growth from broader GLP-1 adoption and AI drug development.
Read the full thesis - Andrew Hill Client Account StrategySeptember 2026
Eli Lilly is compounding GLP-1 leadership into cash flow, pipeline investment, and long-term pharmaceutical growth.
Read the full thesis - Baron Fifth Avenue Growth FundJune 2026
Eli Lilly and Company is a leader in GLP-1 drugs with massive underpenetration, strong pipeline optionality, and long-term growth potential.
Read the full thesis - Baron Health Care FundJune 2026
Eli Lilly leads in diabetes and obesity therapies, supported by broad coverage, strong clinical data, and a top-tier metabolic pipeline.
Read the full thesis - Andrew Hill AHIA Portfolio StrategyJune 2026
Eli Lilly is growing rapidly on blockbuster diabetes and obesity drugs, while investing in manufacturing and a broad pipeline for long-term growth.
Read the full thesis Eli Lilly is viewed as a premier healthcare growth franchise with leadership in obesity and diabetes and strong multi-year revenue growth.
Read the full thesis- Artisan Global Opportunities StrategyMarch 2026
Eli Lilly is a GLP-1 leader poised to drive accelerating obesity volumes with Foundayo and broader coverage amid strong category demand and limited cannibalization.
Read the full thesis - Baron Health Care FundDecember 2025
Eli Lilly and Company is a leading pharmaceutical firm with transformative GLP-1 therapies driving a massive obesity/diabetes opportunity and expected revenue doubling by 2030.
Read the full thesis - Baron Opportunity FundDecember 2025
Eli Lilly and Company is a leading GLP-1 drug developer with expanding reimbursement and a large obesity/diabetes market that could nearly double revenues by 2030.
Read the full thesis - Baron Health Care FundJune 2025
Eli Lilly and Company is positioned to dominate the growing GLP-1 market for diabetes and obesity, with innovative drugs expected to triple its revenues by 2030.
Read the full thesis - Liontrust GF Global Innovation FundMarch 2025
Eli Lilly is well-positioned for strong returns due to robust financials, a growing GLP-1 market, and a promising oral GLP-1 portfolio, despite recent fluctuations and competition.
Read the full thesis - Aristotle Focus GrowthDecember 2024
Eli Lilly is a leading pharmaceutical company with a strong pipeline in diabetes, oncology, and immunology, poised for growth through innovative treatments and a premium valuation supported by its successful drug portfolio.
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