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What smart money is saying about Eli Lilly and CompanyUnited States flag

LLY · Healthcare · Drug Manufacturers - General · Market cap $820.36B

7 funds in our archive have pitched Eli Lilly and Company — most recently Baron Health Care Fund in June 2026.

Company profile

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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Summarize with Warren AI
7
Reported positions
0
Bought
1
Sold
13
Letters

Position history

Between Q4 2024 and Q2 2026, 7 fund letters reported a position in Eli Lilly and Company1 trimmed or exited.

Fund letters reporting a position in Eli Lilly and Company, by quarter
QuarterLettersBoughtSoldTheses
Q2 20266011
Q1 20261001
Q4 20250002
Q2 20250001
Q1 20250001
Q4 20240001

Fund activity · 7 positions · 1 move

  • HoldsArtisan Partners Global Opportunities Fund
    June 2026
    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.
    Read the letterEli Lilly and Company
  • HoldsRoyal London AM Global Equity Diversified Fund
    June 2026

    Listed in Royal London AM Global Equity Diversified Fund’s reported holdings.

    Read the letterEli Lilly and Company
  • HoldsBaron Health Care Fund
    June 2026
    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.
    Read the letterEli Lilly and Company
  • HoldsJensen Quality Growth Fund
    June 2026

    Listed in Jensen Quality Growth Fund’s reported holdings.

    Read the letterEli Lilly and Company
  • ExitedRoyal London AM Global Equity Income Fund
    June 2026
    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.
    Read the letterEli Lilly and Company
  • HoldsRoyal London AM Royal London US Equity Trust
    June 2026

    Listed in Royal London AM Royal London US Equity Trust’s reported holdings.

    Read the letterEli Lilly and Company
  • HoldsBuffalo Blue Chip Growth Fund
    March 2026

    Listed in Buffalo Blue Chip Growth Fund’s reported holdings.

    Read the letterEli Lilly and Company

Fund coverage · 7 theses

  • Baron Health Care Fund
    June 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
  • Artisan Global Opportunities Strategy
    March 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 Fund
    December 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 Fund
    December 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 Fund
    June 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 Fund
    March 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 Growth
    December 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.

    Read the full thesis

Read every full thesis on Eli Lilly and Company

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