Eli Lilly (LLY): FY26 Q1 earnings call, Apr 30, 2026

Thu, Apr 30Earnings callSpeaker-labelled transcriptEli Lilly

On its Apr 30, 2026 earnings call (FY26 Q1), Eli Lilly said 7 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 7 settled yes · our count agreed on 13 of 13

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Foundayo Yes2630✓18%transcripts from the transcript model–
LillyDirect Yes56✓88%n=1+tx from settlement history blended with transcripts–
China Yes44✓88%n=1+tx from settlement history blended with transcripts–
Vial Yes11✓92%n=1+tx from settlement history blended with transcripts–
Inluriyo Yes11✓60%n=1+tx from settlement history blended with transcripts–
Ventyx Yes11✓42%n=1+tx from settlement history blended with transcripts–
Headwind Yes11✓37%transcripts from the transcript model–
Tariff No00✓64%transcripts from the transcript model–
AI / Artificial Intelligence No00✓57%n=1+tx from settlement history blended with transcripts–
Nvidia No00✓48%n=1+tx from settlement history blended with transcripts–
Tailwind No00✓34%transcripts from the transcript model–
Walmart No00✓22%n=1+tx from settlement history blended with transcripts–
Pennsylvania No00✓13%n=1+tx from settlement history blended with transcripts–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Dave Rickscompany“Foundayo” · prepared

…as orforglipron was approved by the U.S. FDA under the trade name Foundayo. Foundayo has been proven highly effective for weight management, offering the benefits…

Dave Rickscompany“LillyDirect” · qa

…outlet potentially for us. Let me ask Ilya or Patrik to add to that if they have anything to add on LillyDirect and our offerings.

Lucas Montarcecompany“China” · prepared

…42% in constant currency, driven by Mounjaro for type 2 diabetes. In China, revenue growth accelerated with the inclusion of Mounjaro on the National Reimbursement…

Dave Rickscompany“Vial” · qa

…you cut out-of-pocket costs, you see strong growth, like Lilly's up on vials really had a quite a strong quarter in Q1, with at slightly…

Dave Rickscompany“Inluriyo” · prepared

…56% compared to Q1 2025. Our key products currently defined as Ebglyss, Inluriyo, Jaypirca, Kisunla, Mounjaro, Omvoh, and Zepbound grew by more than $7 billion.…

Daniel Skovronskycompany“Ventyx” · prepared

We also recently completed our acquisition of Ventyx Biosciences, which brings a pipeline of small molecule therapeutics, including NLRP3 inhibitors designed to treat inflammation across…

Lucas Montarcecompany“Headwind” · prepared

We still expect price to be a headwind in the low to mid-teens for the full year. We expect our non-GAAP performance margin to be…

Agents: this page as TSV at /api/v1/appearances/eli-lilly:2026-04-30:earnings_call · words: /api/v1/brief?appearance=eli-lilly:2026-04-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP