Eli Lilly
Mentioned in 110 analyzed podcast episodes across 10 shows
A major pharmaceutical manufacturer based in Indiana, this company is primarily discussed across podcasts for its dominant position in the GLP-1 weight loss drug market, particularly with products like Zepbound and Mounjaro, where it has gained significant market share against competitor Novo Nordisk. The company is also developing next-generation treatments including Donanemab for Alzheimer's disease and retitrutide for weight loss with muscle-building benefits. Podcast discussions frequently cover its strong financial performance, competitive pricing strategies, involvement in Trump administration affordability initiatives, and ongoing challenges from compounded drug alternatives and patent cliff exposure.
Mentioned On
Episode Mentions
Bloomberg Intelligence · Jul 16, 2026
Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker
“Acquiring psychedelic drugmaker Ty Beckley for up to $3.8B ($2.8B upfront + $1B in contingent value rights)”
Bloomberg Daybreak: US Edition · Jul 16, 2026
US Bombs Persian Gulf Supertanker, Warsh: Trump Hasn't Interfered
“Pharmaceutical company committed to reshoring manufacturing to US facilities in North Carolina as part of supply chain diversification”
Pharma and BioTech Daily · Jul 16, 2026
Veradermics' $2B Hair Loss Market Move with Oral Minoxidil | Pharma and Biotech Daily
“Presenting at AIC 2026 on Kisunla maintenance therapy possibilities for Alzheimer's disease”
Networth and Chill with Your Rich BFF · Jul 15, 2026
How GLP-1s Are Reshaping the Economy and Who's Really Paying for It
“Manufacturer of Monjaro and Zepbound, major GLP-1 competitors with significant market share and revenue”
The Koerner Office - Business Ideas and Deep Dives with Chris Koerner · Jul 14, 2026
I Asked 5 AIs to Make Me Money (One Dominated) - Ep. #317
“Personal investment holding in GLP-1 and peptide space; used as example of thesis-based investing”
Stock Movers · Jul 10, 2026
Weekly Roundup: Meta's Big Week, Paramount Skydance Mixed, Forte Biosciences Soars
“Referenced as example of big pharma company interested in early-stage biotech data”
The Top Line · Jul 10, 2026
A $10B deal, China trial scrutiny and highlights from ADA 2026
“Declared ADA winner with retatrutide triple agonist showing 28.3% weight loss and benefits in osteoarthritis and sleep apnea”
Pivot · Jun 9, 2026
Trump's AI Stake, SpaceX's IPO Froth, and Apple's Siri Overhaul
“Referenced as successful company subject to progressive taxation debate, not industry-specific taxes”
Raging Moderates with Scott Galloway and Jessica Tarlov · Jun 8, 2026
Trump's “Little Excursion" in Iran Becomes a 100-Day Disaster
“Mentioned as trillion-dollar company benefiting from GLP-1 drug success, example of non-AI company deserving tax attention”
Pivot · Jun 2, 2026
Anthropic's IPO, Platner's Campaign Controversies, and Blue Origin's Setback
“Pharmaceutical company headquartered in Indianapolis; first pharma company to reach $1 trillion market cap via GLP-1 drug bets”
The Journal. · May 26, 2026
Novo Nordisk's CEO Has a Comeback Plan
“American pharma competitor that surpassed Novo Nordisk with Zepbound injection and Mounjaro, achieving higher weight loss efficacy and greater market share”
The Dr. Gabrielle Lyon Show · May 19, 2026
The Cancer Doctors Keep Missing in Young Adults - Dr. Michelle Pearlman
“Manufacturer of tirzepatide-based GLP-1 medications Zepbound and Mounjaro; compared to Novo Nordisk products for efficacy and side effect profiles”
Pod Save America · May 19, 2026
The Bruised Hand in the Cookie Jar
“Trump held $680K position as administration prepared GLP-1 drug policies benefiting the company”
Mind Pump: Raw Fitness Truth · May 16, 2026
2859: Take a Week Off and Gain 21% More Muscle — Here's the Science
“Manufacturer of tersepatide (Mounjaro), a GLP-1 medication projected to dominate the anti-obesity market through 2035”
The Joe Rogan Experience · May 14, 2026
#2499 - Marcus King
“Developing Retatrutide, a new triple agonist GLP-1 medication showing up to 24% weight loss in trials without muscle/bone density loss”
Rich Habits Podcast · May 14, 2026
Q&A: $1.3M IRA, Aging Parents & SpaceX's IPO
“Pharma company identified in AI-generated peptide investment strategy”
Pharmaceutical Executive · May 13, 2026
Pharmaceutical Executive Daily: Rigel Pharmaceuticals Enters an Exclusive Global Licensing Agreement with Arvinas and Pfizer for Veppanu
“Released late-phase obesity trial data for Mounjaro showing weight loss maintenance across patient populations”
BioSpace · May 13, 2026
Makary’s out at FDA, Sanofi’s priority voucher issues, top exec pay
“CEO David Ricks highest paid pharma executive in 2025 at $36.7M; company briefly reached $1T valuation”
Pharma and BioTech Daily · May 13, 2026
Pfizer's $85M Breast Cancer Deal & FDA Shakeup | Pharma and Biotech Daily
“Collaborated with Roche on European-approved Alzheimer's disease diagnostic advancement”
Platformer · May 13, 2026
The best argument I’ve heard for why AI won't take your job with Box CEO Aaron Levie
“Referenced as example of pharma company hiring lab automation software engineers to implement AI”
Mind Pump: Raw Fitness Truth · May 13, 2026
2856: BIGGEST HEALTH LIES ! Stop Following This Advice , It's Been Wrong for 40 Years | Mind Pump 2856
“Pharmaceutical company manufacturing GLP-1 medications discussed as pre-loaded option versus compound pharmacy alternatives”
硅谷101 · May 9, 2026
E235｜CAR-T能治愈癌症吗？与刘诚博士聊聊CAR-T与癌症治疗的未来
“Acquired Milkologna to enter in vivo CAR-T space; recent major deal signaling pharma commitment to next-generation CAR-T approaches”
Pharmaceutical Executive · May 8, 2026
Pharmaceutical Executive Daily: FDA Extends Review of Leqembi's sBLA
“Manufacturer of Leqembi (lecanemab), the Alzheimer's disease monoclonal antibody with FDA-extended review for subcutaneous formulation”
Science Quickly · May 8, 2026
Influencers are obsessed with peptides. What does the science say?
“Conducting Phase 3 FDA clinical trials for retatrutide (GLP-3), a triple agonist weight loss drug more effective than existing GLP drugs”
The Ezra Klein Show · May 8, 2026
GLP-1s and the ‘Wild West’ of Wellness
“Manufacturer of tirzepatide (Zepbound, Mounjaro) and retatrutide, competing GLP-1 and multi-agonist drugs”
The Matt Walsh Show · May 7, 2026
Ep. 1776 - I Took A Closer Look Into The Mental Health Industry, And It's Really Dark
“Pharmaceutical manufacturer; FDA letter (2011) acknowledged occasional persistence of sexual dysfunction after SSRI discontinuation”
The Biotech Startups Podcast · May 7, 2026
🧬 Engineering a Drug Hunter: From Vet School to Big Pharma | Martin Brenner Rerelease (1/3)
“Martin's longest career stint (~10 years); shaped his scientific principles and provided mentorship, talent development, and leadership training”
Odd Lots · May 7, 2026
How an American City Can Become a Manufacturing Hub
“Announced $3.5 billion investment just outside Allentown for GLP-1 manufacturing; will create 850 jobs”
Pharma and BioTech Daily · May 7, 2026
Bayer's $2.4B Perfuse Deal Shakes Up Eye Care | Pharma and Biotech Daily
“Investing $4.5B in Indiana manufacturing complex and competing in oral obesity therapy market with Yilai”
WSJ What’s News · May 6, 2026
Samsung Hits $1 Trillion Milestone as AI Demand Soars
“Competing with Novo Nordisk in GLP-1 weight-loss drug market; launched pill at end of Q1 with strong early performance”
WSJ Minute Briefing · May 6, 2026
Samsung Joins The Trillion Dollar Club
“U.S. rival competing with Novo Nordisk in obesity drug market; launched weight loss pill end of Q1”
Stock Movers · May 6, 2026
Novo Nordisk's Pill, BMW's Struggle, Diageo Up
“Rival obesity drug competitor with injectable formulation; Novo Nordisk racing to catch up in American market”
Stock Movers · May 6, 2026
Novo Nordisk's Pill, BMW's Struggle, Diageo Up
“Launched competing obesity pill last month, posing market share risk to Novo Nordisk's weight loss drug”
On The Pen GLP-1 News · May 5, 2026
He Took Retatrutide 40mg and Proved a Point
“Foundae (orfoglutide) oral GLP-1 launch; liver safety signals; phase 3 dose reduction from 45mg to 36mg; litigation against telehealth companies”
Halftime Report · May 5, 2026
Strong Earnings Lift Stocks: How You Should Trade it 5/5/26
“Fresh buy; 156% year-over-year earnings growth; Zepbound ramping faster than expected; headed toward trillion-dollar market cap”
ZOE Science & Nutrition · Apr 30, 2026
Should you take Ozempic? The 5 things you need to know before starting GLP-1 drugs | Dr Ania Jastreboff
“Manufacturer of Mounjaro (tirzepatide), dual GLP-1/GIP receptor agonist extensively discussed in trials”
Pharma and BioTech Daily · Apr 30, 2026
AstraZeneca's £300M UK Investment Resumes Amid FDA Pilot | Pharma and Biotech Daily
“Competing in Alzheimer's disease market with Kisunla therapy against Biogen's Lakembi”
The a16z Show · Apr 29, 2026
The Shift in Global Drug Development
“Example of innovative control arm trial design using dulaglutide and terzepatide data to avoid redundant placebo arms”
Pharma and BioTech Daily · Apr 29, 2026
AstraZeneca's Breztri Asthma Approval Boosts $80B Goal | Pharma and Biotech Daily
“Partnering with Profluent on $2.2 billion deal for AI-designed recombinases in genetic medicine”
Bloomberg Tech · Apr 28, 2026
OpenAI Linked Stocks Fall on Report It Missed Targets
“Pharma company signed $2.25B deal with ProFluent for AI-driven DNA editing drug discovery”
Stock Movers · Apr 27, 2026
Verizon Earnings Preview; Domino’s Pizza Slides; Qualcomm Gains
“Acquiring Ajax Therapeutics for up to $2.3B to gain rare blood cancer treatment in phase one trials”
The a16z Show · Apr 27, 2026
Ben Horowitz on Venture Capital and AI
“Large pharmaceutical company; CEO Dave Ricks unable to get Biden administration meetings”
The David Lin Report · Apr 25, 2026
'Biggest Money Printing In Human Existence'; These Assets Blow Up Next | Jay Singh
“Contributing disproportionately to S&P 500 earnings growth alongside semiconductor companies”
Mad Money w/ Jim Cramer · Apr 24, 2026
Mad Money w/ Jim Cramer 4/24/26
“Weight loss drug script announcements disappointed; stock sold off but expected to recover with positive earnings narrative”
CNBC's "Fast Money" · Apr 24, 2026
Intel Posts Best Day Since 1987 and Counting Down to Big Tech Results 4/24/26
“Foundeo GLP-1 pill saw only 3,700 prescriptions in week 2 vs Novo's 18,000; reports earnings next week”
The a16z Show · Apr 24, 2026
AI Inside the Enterprise
“Pharmaceutical company using AI to design therapeutics, example of enterprise AI beyond tech sector”
The Compound and Friends · Apr 24, 2026
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
“Pharmaceutical company; up 10%+ in last 6 months; uncorrelated to AI semis; positioned for AI productivity gains”
Pharma and BioTech Daily · Apr 24, 2026
Regeneron Gene Therapy Approved by FDA: A Game-Changer! | Pharma and Biotech Daily
“Developing ACOTOF targeting otiferlin deficiencies for hearing loss, currently in Phase 1/2 clinical trials through 2028”
CNBC's "Fast Money" · Apr 23, 2026
Intel On The Move After Reporting Results… And “Nonchalant” Market Warning 4/23/26
“Healthcare name Karen Feinerman is long; positioned in weight loss drug market despite sector weakness”
The a16z Show · Apr 23, 2026
Martin Shkreli on AI, Pharma, and What Actually Matters
“Analyzed as facing GLP-1 patent cliff; will lose pricing power when Ozempic/Munjaro go generic; forced into perpetual innovation cycle”