2026-09-29 제품 호재
릴리의 경구용 약물, 경구용 세마글루타이드 대비 우위 입증한 새 분석 간접 비교에서 파운다요 17.2mg이 경구용 세마글루타이드 25mg 대비 체중 감량과 A1C 감소에서 우월
첫날 +0.0% · 현재까지 -2.9%
2026-09-25 → 09-28 제품 호재 🔥진행 중
FDA, 릴리의 올루미언트를 청소년 중증 원형탈모증에 승인 FDA, 강력한 3상 결과에 따라 중증 원형 탈모증 12세 이상 소아 환자에 올루미언트 사용을 확대.
첫날 +0.1% · 현재까지 -2.8%
› 전개 과정 2회2026-09-25 최초의 소아 3상 데이터를 바탕으로 적응증을 청소년으로 확대2026-09-28 FDA, 강력한 3상 결과에 따라 중증 원형 탈모증 12세 이상 소아 환자에 올루미언트 사용을 확대.2026-09-28 기업
릴리, 저소득·중소득국가 당뇨·비만 치료제 접근성 확대 계획 발표 회사 발표는 2040년까지 자원 제한 환경에서 혁신 의약품 접근성을 확대하는 것을 목표로 하며, 장기적 시장 도달 범위에 영향을 미친다.
첫날 +0.1% · 현재까지 -2.9%
2026-09-27 제품
릴리, GLP-1 비만치료제 개발 중단…높은 기준 부각 중단은 높은 효능 기준을 반영한 결과이며, GLP-1은 여전히 매출의 65% 이상을 차지
첫날 +0.1% · 현재까지 -2.9%
› 전개 과정 2회2026-09-27 약물이 효능 기준을 충족하지 못했으며, GLP-1 사업부문은 여전히 매출의 65% 이상을 차지한다.2026-09-27 중단은 높은 효능 기준을 반영한 결과이며, GLP-1은 여전히 매출의 65% 이상을 차지2026-09-24 → 09-27 규제 호재
FDA, 릴리의 주 1회 인슐린 온스위크 승인, 주가 $1,200 근접영어 원문 온스위크 FDA 승인은 주요 제품 이정표지만, 주가 60% 상승은 시장 영향에 의문 제기
첫날 +2.7% · 5일 후 -2.7%
› 전개 과정 2회2026-09-24 Onswik offers once-weekly basal insulin for adults with T2D, potentially reducing injections by >300 per year 2026-09-27 온스위크 FDA 승인은 주요 제품 이정표지만, 주가 60% 상승은 시장 영향에 의문 제기2026-09-26 기업
배심원단, NKTR 대 릴리 소송에서 넥타에 9,000만 달러 배상 판결 배상액이 시장 기대에 미치지 못했지만, 판결은 여전히 릴리의 재정에 영향을 미친다.
첫날 +0.1% · 현재까지 -2.9%
› 전개 과정 2회2026-09-26 레즈페갈데류킨 계약 위반 관련; 평결은 재판 후 절차 대상2026-09-25 배상액이 시장 기대에 미치지 못했지만, 판결은 여전히 릴리의 재정에 영향을 미친다.2026-09-24 기업
Lilly and InnoCare Enter Multi-Target R&D Collaboration영어 원문 Collaboration covers up to five targets; InnoCare eligible for milestones, deepening innovative drug development
첫날 +2.7% · 5일 후 -2.7%
2026-09-22 규제 호재
FDA Grants Full Approval to Lilly's Inluriyo Combo for Breast Cancer영어 원문 Inluriyo gets full FDA approval with Verzenio for pretreated ESR1-mutated breast cancer.
첫날 +0.5% · 5일 후 +1.2%
2026-09-22 기업 호재
Lilly Breaks Ground on $6.5B Houston Plant for Oral GLP-1 Drug영어 원문 Facility to make APIs for Foundayo, part of Lilly's U.S. manufacturing expansion, creating 600+ jobs.
첫날 +0.5% · 5일 후 +1.2%
2026-09-21 제품 악재
Novo's CagriSema Shows Superior Weight Loss vs Lilly's Tirzepatide영어 원문 Competitor clinical data may impact Lilly's weight-loss market share
첫날 +1.0% · 5일 후 +1.7%
2026-09-21 M&A·자금조달
Lilly Signals Up to $100M Interest in Oura IPO영어 원문 Strategic investment in smart ring maker for health monitoring
첫날 +1.0% · 5일 후 +1.7%
2026-09-19 규제 호재
FDA Approves Lilly's Inluriyo + Verzenio for ESR1-Mutated Breast Cancer영어 원문 Lilly's combo therapy approved for advanced breast cancer with ESR1 mutation
첫날 +1.0% · 5일 후 +1.7%
2026-09-17 제품 호재
Eli Lilly GLP-1 H1 Sales Hit $27.7B, Oral Drug Share Grows영어 원문 Mounjaro/Zepbound drive growth; oral pill Foundayo captures >30% new patient share
첫날 +1.3% · 5일 후 +2.6%
2026-09-16 기업
Lilly Partners with Twist Bioscience for AI Drug Discovery영어 원문 Collaboration leverages AI to accelerate drug discovery, potentially enhancing Lilly's pipeline efficiency
첫날 +0.2% · 5일 후 +1.2%
2026-09-15 제품 호재
Eli Lilly Pipeline Strength Highlighted by Positive Retatrutide and Foundayo Data Previews영어 원문 Positive late-stage obesity and diabetes pipeline previews underscore R&D strength
첫날 -0.2% · 5일 후 +3.0%
2026-09-15 애널리스트 호재
Berenberg Upgrades Eli Lilly to Buy, Raises PT to $1,400영어 원문 Analyst cites strong returns, obesity leadership, and pipeline diversification
첫날 -0.2% · 5일 후 +3.0%
2026-09-14 기업
Lilly execs present obesity portfolio strategy at Morgan Stanley conference영어 원문 At Morgan Stanley healthcare conference, Lilly presents obesity portfolio including Zepbound and Foundayo, addressing varied patient needs; also mentions peers like Viking.
첫날 +2.0% · 5일 후 +2.3%
2026-09-14 기업 호재
Lilly's oral weight-loss drug Foundayo captures over 30% of new US patients영어 원문 Per Reuters, Lilly says Foundayo has captured over 30% of new US patients in oral obesity drugs, narrowing Novo Nordisk's lead.
첫날 +2.0% · 5일 후 +2.3%
2026-09-11 M&A·자금조달 호재
Lilly Completes AtaiBeckley Acquisition, Broadens Neuroscience Pipeline영어 원문 Company announcement confirms deal closure, adding rapid-acting neuroplastogens for treatment-resistant depression, strengthening neuroscience portfolio.
첫날 -0.7% · 5일 후 +3.3%
2026-09-08 M&A·자금조달
Eli Lilly Participates in Cloverleaf Bio's $33M Seed Round for RNA Cancer Therapeutics영어 원문 Strategic investment supports RNA-based cancer therapeutics, expanding oncology pipeline
첫날 -2.2% · 5일 후 +1.1%
› 전개 과정 2회2026-09-08 Lilly joins as strategic investor in RNA-based oncology startup, expanding early-stage pipeline exposure 2026-09-08 Strategic investment supports RNA-based cancer therapeutics, expanding oncology pipeline 2026-09-08 기업 호재
Eli Lilly Neuroscience Business Grows 32%, Emerging as Long-Term Growth Driver영어 원문 Neuroscience segment, only 2% of revenue, shows strong 32% growth led by Kisunla and Emgality
첫날 -2.2% · 5일 후 +1.1%
› 전개 과정 2회2026-09-08 Neuroscience segment, though only 2% of revenue, expands at 32% with Kisunla and Emgality as key products 2026-09-08 Neuroscience segment, only 2% of revenue, shows strong 32% growth led by Kisunla and Emgality 2026-08-31 → 09-03 M&A·자금조달 호재
Lilly's Merida Acquisition and Nxera Milestone Payment영어 원문 Lilly continues M&A and pipeline progress in immunology and neurology
첫날 -1.5% · 5일 후 -2.8%
› 전개 과정 4회2026-08-31 Expands immunology pipeline; lead asset MER511 in Phase 1 2026-09-02 Acquires clinical-stage biotech, adding MER511 for Graves' disease and thyroid eye disease. 2026-09-02 Multiple sources confirm the acquisition, adding MER511 for Graves' disease and thyroid eye disease, marking Lilly's 10th deal in 2026. 2026-09-03 Lilly continues M&A and pipeline progress in immunology and neurology 2026-08-28 → 08-31 규제 호재
FDA Approves Mounjaro to Cut Cardiovascular Risk in Diabetes영어 원문 In 13,299-patient study, Mounjaro showed 8% lower MACE-3 rate vs Trulicity; FDA approved for high-risk type 2 diabetes.
첫날 -0.1% · 5일 후 -2.1%
› 전개 과정 2회2026-08-28 Adds CV-risk reduction indication for T2D adults at high risk 2026-08-31 In 13,299-patient study, Mounjaro showed 8% lower MACE-3 rate vs Trulicity; FDA approved for high-risk type 2 diabetes. 2026-08-26 제품 호재
Eli Lilly & Roche Alzheimer's Blood Test Gets FDA Approval영어 원문 FDA clears blood test developed with Roche, aiding early Alzheimer's detection and bolstering Lilly's position
첫날 -3.6% · 5일 후 -2.5%
2026-08-10 → 08-24 제품 호재
Eli Lilly launches oral weight-loss pill Foundayo in UK, first in Europe영어 원문 UK is first European country to launch the pill, for weight management and type 2 diabetes
첫날 +3.9% · 5일 후 -4.0%
› 전개 과정 5회2026-08-10 UK becomes first European country to approve the pill, not yet on NHS 2026-08-10 UK first in Europe to approve; not yet on NHS 2026-08-14 UK approves Lilly's oral weight-loss drug, first GLP-1 pill in Europe, with advantages over Novo's Wegovy and no food restrictions. 2026-08-14 UK approval marks Europe's first GLP-1 oral; no food restrictions vs Wegovy 2026-08-24 UK is first European country to launch the pill, for weight management and type 2 diabetes 2026-08-08 → 08-20 실적 호재
Eli Lilly Hits Record High After Q2 Beat, Market Cap Tops $1T영어 원문 Multiple sources confirm LLY hit 52-week high with $1T market cap, extending post-earnings momentum
첫날 +3.9% · 5일 후 -4.0%
› 전개 과정 7회2026-08-08 Strong demand for key drugs drives beat and raise 2026-08-08 M1 confirms Q2 earnings details; M6 notes LLY among most shorted large-cap pharma 2026-08-10 31% EPS beat, guidance raised, multiple buys, constructive action 2026-08-11 Multiple independent X users confirm 31% EPS beat and raised guidance; institutional note calls action constructive 2026-08-14 Lilly's Q2 results beat expectations and guidance raised, with institutions favoring its growth outlook. 2026-08-18 EPS beats two quarters, guidance raised 2026-08-20 Multiple sources confirm LLY hit 52-week high with $1T market cap, extending post-earnings momentum 2026-08-12 규제
Eli Lilly sues six companies over black-market retatrutide sales영어 원문 Lilly escalates fight against unauthorized sales of experimental obesity drug to protect patients
첫날 +0.4% · 5일 후 +4.9%
2026-08-05 → 08-09 실적 호재
Eli Lilly GLP-1 Revenue Strong; Market Eyes Breakout Above $1240영어 원문 Q2 Mounjaro revenue $9.9B, Zepbound $4.9B; analyst calls Lilly winner in GLP-1 race
첫날 +4.9% · 5일 후 +4.3%
› 전개 과정 8회2026-08-05 Surge in Zepbound and Mounjaro sales drives beat; company hikes full-year sales outlook 2026-08-06 Q2 revenue $22.97B beat, Mounjaro/Zepbound surge, FY26 revenue guide raised to $85-87B 2026-08-06 Strong Mounjaro and Zepbound performance drives revenue guidance raise to $85-87B 2026-08-07 Analyst says Lilly is first trillion-dollar pharma, GLP-1s support years of growth, could reach $2-3T 2026-08-07 Expert witness stays, $1B+ damages in play; Lilly has two legal cards but can't mention Bempeg/layoffs 2026-08-09 Mounjaro $9.9B, Zepbound $4.9B Q2 revenue drive growth 2026-08-09 Q2 results beat expectations with strong Mounjaro/Zepbound sales, company raises full-year revenue outlook 2026-08-09 Q2 Mounjaro revenue $9.9B, Zepbound $4.9B; analyst calls Lilly winner in GLP-1 race 
