Eli Lilly (incl. Loxo)

Eli Lilly makes Verzenio and Retevmo, as well as the oral SERD imlunestrant and the BTK inhibitor pirtobrutinib.

Eli Lilly, based in Indianapolis and listed as LLY, makes Verzenio and Retevmo, the oral SERD imlunestrant and the BTK inhibitor pirtobrutinib, and its oncology unit includes Loxo Oncology. The portfolio spans abemaciclib, selpercatinib, imlunestrant, sold as Inluriyo from 2025, pirtobrutinib, olomorasib against KRAS G12C, a PI3K-alpha mutant-selective programme from Scorpion, and older products including cetuximab, gemcitabine and necitumumab. Nuclide links it to the monarchE paper on two years of adjuvant abemaciclib, to CLEAR in kidney cancer, to GLP-1 receptor agonists and obesity-related cancer risk, to ideas for trials of GLP-1 drugs with cancer as the primary outcome, and to partners including Isomorphic Labs and Innovent. Whether Lilly's GLP-1 franchise becomes an oncology story is the question its idea links raise. Abemaciclib and selpercatinib have their own pages.

Headquarters

Indianapolis, IN, US

Scorecard

All companies

#20of 90 companies, score 37

approved products +12
phase 3 +3
targets +2
modalities +4
regions +3
registry trials +13

2 approved, 1 in phase 3, 0 earlier, 1 targets, 44 registry studies. Formula on the about page.

Financial snapshot, FY2024

Total revenue: $45.0bn
R&D spend: $11.0bn

Verzenio $5.3bnJaypirca $0.4bn

Oncology is a small share of Lilly's revenue, which is dominated by diabetes and obesity medicines. Eli Lilly Form 10-K, FY2024 (SEC EDGAR)

Deals

Deal map

Date	Deal	Type	Upfront	Total	Source
2023-10-03	POINT Biopharma to Eli Lilly (incl. Loxo) PNT2002 (177Lu-PNT2002, PSMA) and PNT2003 (SSTR), radioligand pipeline and manufacturing	Acquisition	$12.50 per share in cash	about $1.4bn in aggregate	source

Catalysts

Catalyst calendar

2027expected
SUNRAY-01: olomorasib plus pembrolizumab, first-line KRAS G12C NSCLC
Phase 3 in first-line KRAS G12C-mutant NSCLC. Timing is a registry-based estimate. Source
Pembrolizumab

Type

pharma · LLY

Stage

Public

Website

www.lilly.com

Products

3top

ApprovedPET tracer

Florbetapir F-18 · Amyvid

A PET scan tracer that shows whether a patient's brain contains the sticky amyloid protein clumps linked to Alzheimer's disease, and whether they qualify for amyloid-lowering drugs.

ApprovedPET tracer

Flortaucipir F-18 · Tauvid

A PET scan tracer that shows the tangled tau protein build-up in the brain seen in Alzheimer's disease, used alongside amyloid testing and clinical assessment, not on its own.

Phase 3radioligand therapy

Lutetium-177 PNT2002

A radioactive drug that homes in on a marker found on most prostate cancer cells, delivering radiation directly to the tumour, is being tested as a treatment for prostate cancer that has stopped responding to hormone therapy.