Eli Lilly (LLY): FY26 Q2 earnings call, Aug 5, 2026
On its Aug 5, 2026 earnings call (FY26 Q2), Eli Lilly said 5 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
15 words · 5 settled yes · our count agreed on 15 of 15- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Foundayo | Yes | 24 | 31 | ✓ | 83%n=1+tx from settlement history blended with transcripts | Hear it 2:12, Foundayo | – |
| Inluriyo | Yes | 5 | 5 | ✓ | 68%n=2+tx from settlement history blended with transcripts | Hear it 9:16, Inluriyo | – |
| LillyDirect | Yes | 4 | 4 | ✓ | 90%n=2+tx from settlement history blended with transcripts | Hear it 30:48, LillyDirect | – |
| China | Yes | 4 | 4 | ✓ | 90%n=2+tx from settlement history blended with transcripts | Hear it 8:16, China | – |
| Alzheimer | Yes | 1 | 1 | ✓ | 86%n=1+tx from settlement history blended with transcripts | Hear it 10:03, Alzheimer | – |
| Vial | No | 0 | 0 | ✓ | 91%n=2+tx from settlement history blended with transcripts | – | |
| Headwind | No | 0 | 0 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – | |
| Ventyx | No | 0 | 0 | ✓ | 54%n=2+tx from settlement history blended with transcripts | – | |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 37%n=2+tx from settlement history blended with transcripts | – | |
| Novo Nordisk | No | 0 | 2 | ✓ | 35%transcripts from the transcript model | – | |
| Nvidia | No | 0 | 0 | ✓ | 30%n=2+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 29%n=1+tx from settlement history blended with transcripts | – | |
| Tailwind | No | 0 | 0 | ✓ | 26%n=1+tx from settlement history blended with transcripts | – | |
| Walmart | No | 0 | 0 | ✓ | 19%n=2+tx from settlement history blended with transcripts | – | |
| Pennsylvania | No | 0 | 0 | ✓ | 11%n=2+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.
31 matches for “Foundayo”; 5 quoted, at least 25 words apart.
…portfolio. The number of people taking incretins grew, and Lilly's portfolio of medicines extended its leadership position. The U.S. Foundayo launch continued to build momentum.
…Type 2 diabetes and expect regulatory action later this year. We launched Foundayo for obesity in the UAE. We recently received approval in Saudi Arabia…
…diabetes and obesity in France. Slide 12 provides an update on the Foundayo launch and the cadence of anticipated upcoming catalysts. The U.S. launch is…
…year, and we have an additional five ongoing phase III programs studying Foundayo. As a small molecule that can be produced at scale, Foundayo has…
…congrats on the continued strong performance and execution. Maybe just on the Foundayo launch. In the U.S., the launch curve has been somewhat slower than…
Where the listed words were said
…duo here. Ilya you want to start with talking about progress in the U.S. Foundayo launch, then Patrik, you can add some color on ex-U.S.
…potential to be a foundational therapy across multiple settings and regimens within CLL. INLURIYO continued strong uptake in the metastatic breast cancer oral SERD market.
…to treat obesity. We continue to look for ways to expand our LillyDirect offering and make it easy for people to get access to care.
…revenue grew 30% in constant currency, driven by MOUNJARO and KISUNLA. In China, revenue grew by 93% in constant currency, driven by the uptake of…
…to Q2 2025. This is translating to more people being diagnosed with Alzheimer's disease and accessing treatment. Outside the U.S., solid performance in China and…
Agents: this page as TSV at /api/v1/appearances/eli-lilly:2026-08-05:earnings_call · words: /api/v1/brief?appearance=eli-lilly:2026-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP