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.

30 matches for “Foundayo”; 5 quoted, at least 25 words apart.

Dave Rickscompanyprepared

…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 Rickscompanyprepared

…medicine has been launched with obesity as its indication first. While the Foundayo launch has just begun, we're encouraged by momentum against our 2026 launch…

Lucas Montarcecompanyprepared

…drive sustainable growth. Lastly, on slide 11 is an update of the Foundayo launch. Early feedback from payers, physicians, and patients is encouraging. Foundayo was…

Daniel Skovronskycompanyprepared

…area, beginning with Cardiometabolic Health. In addition to the U.S. approval of Foundayo for obesity, we also announced positive top-line results from ACHIEVE-4, the seventh…

Daniel Skovronskycompanyprepared

As shown on slide 14, Foundayo met the primary endpoint of non-inferiority with a 16% lower risk of MACE-4 events, and Foundayo met the secondary…

Where the listed words were said

Daniel Skovronskycompany“Foundayo” · prepared

…57% compared to insulin glargine. These data add a new dimension to Foundayo's well-characterized effects on reducing A1C and weight, as demonstrated in multiple previous…

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