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Eli Lilly and Company

LLYleader

Eli 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.

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產品與營收

產品營收佔比

營收結構 ($52.8B)

靜態數據（加載即時財務…）

Diabetes & Obesity (52%)
Oncology (18%)
Immunology (12%)
Neuroscience (10%)
Other (Insulin Legacy) (8%)

業務部門構成與主要客戶

產品詳情

Mounjaro / Zepbound (tirzepatide)38%

GLP-1/GIP dual agonist for type 2 diabetes and obesity

Verzenio (abemaciclib)14%

CDK4/6 inhibitor for breast cancer

Taltz / Olumiant10%

Immunology — psoriasis and atopic dermatitis treatments

Donanemab (Kisunla)8%

Anti-amyloid antibody for early Alzheimer's disease

Insulin Portfolio (Humalog, Basaglar)12%

Insulin products with declining but significant revenue

供應鏈關係

競爭對手

Novo Nordisk

GLP-1 / obesity drugs

影響: Primary competitor — GLP-1 duopoly

Pfizer Inc.

Large-cap pharma pipeline

影響: Competing in oncology and metabolic

Regeneron Pharmaceuticals

Antibody therapeutics

影響: Competing in biologics

合作夥伴

Moderna, Inc.

Potential oncology collaboration

影響: Exploratory

宏觀與市場背景

제약 / 바이오行業新聞

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

近期催化劑

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

供應鏈問題

★ 기회Orforglipron 3상 긍정 예비 결과
2026-04

경구 GLP-1 Orforglipron 3상 체중감소 -15.6% 확인. 주사 Wegovy와 동등 수준. 2027 허가 목표로 NDA 준비.

↑ 생산 확대인디애나 제조시설 $9B 투자 확정
2026-03

GLP-1 원료의약품(API) 수급 안정을 위해 미국 내 자체 생산 투자. CDMO 의존도 50%→30% 목표.

機構訊號

機構操作價值季度申報日期
BlackRockaccumulating$1.8B2024.062024-08-13↑
BlackRockaccumulating$672M2024.062024-08-13↑
BlackRockaccumulating$676M2024.062024-08-13↑
BlackRockaccumulating$56M2024.062024-08-13↑
BlackRockaccumulating$105M2024.062024-08-13↑
BlackRockaccumulating$2.2B2024.062024-08-13↑
BlackRockaccumulating$2.1B2024.062024-08-13↑
BlackRockaccumulating$21.8B2024.062024-08-13↑
BlackRockaccumulating$16.4B2024.062024-08-13↑
BlackRockaccumulating$1.3B2024.062024-08-13↑
BlackRockaccumulating$1.8B2024.062024-08-13↑
BlackRockaccumulating$830M2024.062024-08-13↑
BlackRockaccumulating$1.7B2024.062024-08-13↑
BlackRockreducing$18M2024.062024-08-13↓
BlackRockaccumulating$5.2B2024.062024-08-13↑
BlackRockaccumulating$204M2024.062024-08-13↑
BlackRockaccumulating$70M2024.062024-08-13↑
BlackRockaccumulating$1.4B2024.062024-08-13↑
BlackRockaccumulating$149M2024.062024-08-13↑
BlackRockaccumulating$35M2024.062024-08-13↑
BlackRockreducing$955K2024.062024-08-13↓
BlackRockaccumulating$1.1B2024.062024-08-13↑
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$272K2024.062024-08-13↓
BlackRockreducing$7M2024.062024-08-13↓
BlackRockaccumulating$38M2024.062024-08-13↑
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$181K2024.062024-08-13↓
BlackRockreducing$22M2024.062024-08-13↓
Vanguard Groupaccumulating$1.9B2025.122026-01-29↑
Vanguard Groupreducing$1K2025.122026-01-29↓
Vanguard Groupaccumulating$408M2025.122026-01-29↑
Vanguard Groupaccumulating$1.4B2025.122026-01-29↑
Vanguard Groupreducing$6M2025.122026-01-29↓
Vanguard Groupaccumulating$5.0B2025.122026-01-29↑
Vanguard Groupaccumulating$79.5B2025.122026-01-29↑
State Streetaccumulating$38.0B2025.122026-02-13↑
Wellington Managementaccumulating$13.2B2025.122026-02-17↑
Wellington Managementaccumulating$226M2025.122026-02-17↑
Wellington Managementreducing$90M2025.122026-02-17↓
Wellington Managementreducing$59M2025.122026-02-17↓
Wellington Managementreducing$62M2025.122026-02-17↓
Wellington Managementreducing$75M2025.122026-02-17↓
Wellington Managementaccumulating$428M2025.122026-02-17↑
Wellington Managementreducing$11M2025.122026-02-17↓
Wellington Managementreducing$198M2025.122026-02-17↓
FMR (Fidelity)accumulating$19.5B2025.122026-02-17↑
FMR (Fidelity)accumulating$4.0B2025.122026-02-17↑
FMR (Fidelity)accumulating$2.3B2025.122026-02-17↑
FMR (Fidelity)accumulating$293M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.5B2025.122026-02-17↑
FMR (Fidelity)accumulating$40M2025.122026-02-17↑

機構持股狀況

13F基準 · Q4 2025
機構變動持股比例上季度持股數市值SEC
Vanguard維持2.90%—290.0M股$28,000M13F
Capital Research增持0.50%—50.0M股$4,800M13F
T. Rowe Price增持0.33%—33.0M股$3,200M13F
Wellington增持0.22%—22.0M股$2,100M13F
追蹤機構合計持股比例: 3.95%合計市值: $38,100MSEC EDGAR 13F-HR基準 · 45天延遲披露

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AI 分析

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企業資訊

總部

Indianapolis, Indiana, USA

成立時間

1876

員工人數

43,000+

官網

lilly.com

新聞盲區評分

盲區評分20
低盲區高盲區

機構活動

88

媒體評分

75

連鎖位置

連鎖中的角色

leader

典型延遲

0 (trigger)

Eli Lilly's Mounjaro/Zepbound sales and clinical trial readouts set expectations for the entire GLP-1 obesity market.

檢視完整連鎖分析

行業概況 — 제약 / 바이오

行業新聞

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

核心主題

  • •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

近期催化劑

  • ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
  • ◆MRNA 암백신 FDA BLA 제출 예정