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.
12 matches for “Phase 3”; 5 quoted, at least 25 words apart.
…diabetes under the trade name Onswik, and positive top-line results in three phase III retatrutide trials in obesity. We added to our strong internal pipeline…
…driven by continued investment in our pipeline, including more than 40 active phase III programs. Our non-GAAP performance margin was 54.8%, an increase of nine…
…will come later this year, and we have an additional five ongoing phase III programs studying Foundayo. As a small molecule that can be produced…
…with cardiometabolic health. Starting with retatrutide, we announced positive results from three phase III trials. TRIUMPH-1 in people with obesity or overweight, TRIUMPH-2 in people…
…completed our U.S. submission in Type 2 diabetes supported by the ACHIEVE phase III program. In June, we presented detailed results from three of those…
Where the listed words were said
…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.
…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