All companies
Eli Lilly and Co logo

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

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

6 funds in our archive have pitched Eli Lilly and Co — most recently Artisan Global Opportunities Strategy in March 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.

Fund coverage · 6 theses

  • 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 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
    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 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 Co

Unlock all 6 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans