Lilly (Eli)

Management has executed exceptionally well on development, approvals, manufacturing scale, and payer engagement. Guidance has been raised multiple times in 2025 on the back of operational performance. The team has balanced high‑stakes Alzheimer’s launch complexities with rapid incretin expansion and pursued pragmatic BD.

Communication is transparent through detailed press releases and filings. Risks remain in orchestrating multi‑site capacity expansions and ensuring safe, tolerable dose‑titration profiles for next‑gen incretins, but execution to date supports a high score.