Eli Lilly and Company
LLYleaderEli Lilly is the world's most valuable pharmaceutical company, propelled by the blockbuster GLP-1 receptor agonist tirzepatide (Mounjaro/Zepbound) for diabetes and obesity. Its Alzheimer's antibody donanemab and strong oncology pipeline give it one of the most promising drug portfolios in the industry.
제품 및 매출
제품별 매출 비중
매출 구성 ($52.8B)
정적 데이터 (실시간 재무 로딩 중…)
부문별 구성 및 주요 고객사
제품 상세 설명
GLP-1/GIP dual agonist for type 2 diabetes and obesity
CDK4/6 inhibitor for breast cancer
Immunology — psoriasis and atopic dermatitis treatments
Anti-amyloid antibody for early Alzheimer's disease
Insulin products with declining but significant revenue
공급망 관계
경쟁사
매크로 & 시장 현황
GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
다음 주요 이벤트
공급망 이슈
경구 GLP-1 Orforglipron 3상 체중감소 -15.6% 확인. 주사 Wegovy와 동등 수준. 2027 허가 목표로 NDA 준비.
GLP-1 원료의약품(API) 수급 안정을 위해 미국 내 자체 생산 투자. CDMO 의존도 50%→30% 목표.
기관 시그널
| 기관 | 행동 | 가치 | 분기 | 공시일 |
|---|---|---|---|---|
| BlackRock | accumulating | $1.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $672M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $676M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $56M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $105M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $21.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $16.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $830M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $18M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $5.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $204M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $70M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $149M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $35M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $955K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $272K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $7M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $38M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $181K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $22M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | accumulating | $1.9B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $1K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $408M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.4B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $6M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $5.0B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $79.5B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $38.0B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $13.2B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $226M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $90M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $59M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $62M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $75M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $428M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $11M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $198M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $19.5B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $4.0B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2.3B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $293M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.5B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $40M | 2025.12 | 2026-02-17↑ |
기관 지분율 현황
13F 기준 · Q4 2025| 기관 | 변화 | 지분율 | 전분기 | 보유주식 | 평가액 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 유지 | 2.90% | — | 290.0M주 | $28,000M | 13F |
| Capital Research | 지분 증가 | 0.50% | — | 50.0M주 | $4,800M | 13F |
| T. Rowe Price | 지분 증가 | 0.33% | — | 33.0M주 | $3,200M | 13F |
| Wellington | 지분 증가 | 0.22% | — | 22.0M주 | $2,100M | 13F |
최신 뉴스
AI 분석
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기업 정보
뉴스 갭 점수
기관 활동
88
미디어 점수
75
연쇄 위치
연쇄 내 역할
leader
일반적 지연
0 (trigger)
Eli Lilly's Mounjaro/Zepbound sales and clinical trial readouts set expectations for the entire GLP-1 obesity market.
전체 연쇄 분석 보기섹터 현황 — 제약 / 바이오
섹터 뉴스GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
핵심 테마
- •Mounjaro/Wegovy — 비만·당뇨 넘어 심혈관·신장·NASH 적응증 확대
- •Moderna mRNA-4157 암백신 — 흑색종 49% 재발 감소 (NEJM)
- •REGN dupilumab 다적응증 확대 → 10조+ 매출 가시성
다음 주요 이벤트
- ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
- ◆MRNA 암백신 FDA BLA 제출 예정