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.
製品と売上
製品別売上シェア
売上内訳 ($52.8B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
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
サプライチェーン関係
競合他社
マクロ・市場概況
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
次の主要イベント
サプライチェーン問題
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.
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| 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↑ |
機関保有状況
13F基準 · Q4 2025| 機関 | 変化 | 保有比率 | 前四半期 | 保有株数 | 評価額 | SEC |
|---|---|---|---|---|---|---|
| Vanguard | 維持 | 2.90% | — | 290.0M株 | $28,000M | 13F |
| Capital Research | 増加 | 0.50% | — | 50.0M株 | $4,800M | 13F |
| T. Rowe Price | 増加 | 0.33% | — | 33.0M株 | $3,200M | 13F |
| Wellington | 増加 | 0.22% | — | 22.0M株 | $2,100M | 13F |
最新ニュース
AI分析
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企業情報
ニュースギャップスコア
機関活動
88
メディアスコア
75
カスケードポジション
カスケード内の役割
leader
典型的な遅延
0 (trigger)
Eli Lilly's Mounjaro/Zepbound sales and clinical trial readouts set expectations for the entire GLP-1 obesity market.
完全なカスケードを見るセクター概況 — 제약 / 바이오
セクターニュース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
主要テーマ
- •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
次の主要イベント
- ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
- ◆MRNA 암백신 FDA BLA 제출 예정