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News  ›  Investing.com

Eli Lilly’s New Drug Data Sets Up a High-Stakes 2026

Investing.com Logo Investing.com By Leo Miller
Eli Lilly’s New Drug Data Sets Up a High-Stakes 2026

Eli Lilly released promising clinical trial data for two next-generation weight loss and diabetes drugs in late 2025. Orforglipron, an oral GLP-1 pill, showed patients maintained 80-95% of weight loss when switching from injectables. Retatrutide demonstrated superior weight loss (28.7% vs 20.2% for current drugs) but had higher discontinuation rates. The company faces critical FDA approval decisions and additional trial readouts in 2026 that could significantly impact its stock performance.

Insights
LLY   positive

Company demonstrated strong clinical trial results for next-generation drugs with potential to expand market reach through oral formulations and superior weight loss efficacy. Stock gained 71% year-to-date and company achieved $1 trillion market cap. However, sentiment is tempered by execution risks including FDA approval uncertainty and elevated discontinuation rates in retatrutide trials.