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.

Updated

Markets

15 words · 5 settled yes · our count agreed on 15 of 15

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 speakersAgreesProbabilityClipMarket
Foundayo Yes2431✓83%n=1+tx from settlement history blended with transcriptsHear it 2:12, Foundayo–
Inluriyo Yes55✓68%n=2+tx from settlement history blended with transcriptsHear it 9:16, Inluriyo–
LillyDirect Yes44✓90%n=2+tx from settlement history blended with transcriptsHear it 30:48, LillyDirect–
China Yes44✓90%n=2+tx from settlement history blended with transcriptsHear it 8:16, China–
Alzheimer Yes11✓86%n=1+tx from settlement history blended with transcriptsHear it 10:03, Alzheimer–
Vial No00✓91%n=2+tx from settlement history blended with transcripts–
Headwind No00✓56%n=1+tx from settlement history blended with transcripts–
Ventyx No00✓54%n=2+tx from settlement history blended with transcripts–
AI / Artificial Intelligence No00✓37%n=2+tx from settlement history blended with transcripts–
Novo Nordisk No02✓35%transcripts from the transcript model–
Nvidia No00✓30%n=2+tx from settlement history blended with transcripts–
Tariff No00✓29%n=1+tx from settlement history blended with transcripts–
Tailwind No00✓26%n=1+tx from settlement history blended with transcripts–
Walmart No00✓19%n=2+tx from settlement history blended with transcripts–
Pennsylvania No00✓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 words

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

3 matches for “Jaypirca”; 2 quoted, at least 25 words apart.

Dave Rickscompanyprepared · 3:19Hear it 3:13, Dave Ricks

…dosing once every eight weeks in atopic dermatitis, the EU approval for Jaypirca in CLL across all lines of therapy, a positive CHMP opinion in…

Lucas Montarcecompanyprepared · 8:57Hear it 8:56, Lucas Montarce

…percentage points in the specialty dermatology market since last year. In Oncology, Jaypirca had another strong quarter of growth, and worldwide sales increased 56% compared…

Where the listed words were said

Dave Rickscompany“Foundayo” · prepared · 2:14Hear it 2:14, Dave Ricks

…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.

Lucas Montarcecompany“Inluriyo” · prepared · 9:26Hear it 9:24, Lucas Montarce

After only two full quarters, INLURIYO in the U.S. is leader in new prescriptions, with more than 50% share. We look forward to the readout…

Ilya Yuffacompany“LillyDirect” · qa · 30:50Hear it 30:46, Ilya Yuffa

…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.

Lucas Montarcecompany“China” · prepared · 8:18Hear it 8:17, Lucas Montarce

…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…

Lucas Montarcecompany“Alzheimer” · prepared · 10:05Hear it 10:01, Lucas Montarce

…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