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Dual/triple agonist, GLP-1RA, Other, Topics

Lilly Raises Guidance (again) Amidst “The Largest New Category Expansion in the History of the Pharmaceutical Industry;” Lilly Q3 ’26 earnings

Here is a brief preview of this blast: Lilly hosted its Q3 ’26 earnings call and provided updates across its cardiometabolic businesses (view press release; view slides). Notably, the company’s stock is up ~6% today after raising the midpoint of its FY 2026 sales guidance by $5.5B (now $91–92B vs. $85–87B during Q2 ’26 earnings) following continued strong Mounjaro and Zepbound demand. Recall, Lilly plans to host its 2026 Innovation Day event on December 7, 2026 (view registration). Below, FENIX provides highlights and insights from the earnings call.

About The Author

Matthew Maryniak

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President of Fenix Group International
Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.