Eli Lilly (LLY): FY26 Q1 earnings call, Apr 30, 2026
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.
UpdatedMarkets
13 words · 7 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Foundayo | Yes | 26 | 30 | ✓ | 18%transcripts from the transcript model | – |
| LillyDirect | Yes | 5 | 6 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| China | Yes | 4 | 4 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| Vial | Yes | 1 | 1 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Inluriyo | Yes | 1 | 1 | ✓ | 60%n=1+tx from settlement history blended with transcripts | – |
| Ventyx | Yes | 1 | 1 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 1 | 1 | ✓ | 37%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 64%transcripts from the transcript model | – |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 57%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 48%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Walmart | No | 0 | 0 | ✓ | 22%n=1+tx from settlement history blended with transcripts | – |
| Pennsylvania | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Medicare”; 5 quoted, at least 25 words apart.
…a new GLP-1 molecule, and of course, building broad access in commercial, Medicare via the Bridge program, and later Medicaid access for patients. While the…
…the level of employer interest. Second, CMS announced the extension of the Medicare GLP-1 Bridge program, which provides access to obesity medicines to people with…
…which brings new access to anti-obesity medicines for people with insurance through Medicare. While HCP digital awareness campaigns went live shortly after approval, we began…
Good morning, guys. Thanks for taking the question. On Medicare access, can you walk us through your strategy to activate these patients? When do you…
Okay. Thanks, Alex. For the question about Medicare access and sort of staging over time, we'll go to Ilya.
Where the listed words were said
…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…
…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.
…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…
…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…
…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.…
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…
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