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    Will Foundayo’s UK GLP‑1 Approval and New R&D Deals Change Eli Lilly's (LLY) Narrative?

    Simply Wall St·08/20/2026 01:37:35
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    • In recent days, Eli Lilly announced multiple R&D agreements, including global rights to AlzeCure’s preclinical Alzheimer’s candidate ACD680 with potential milestones above US$1.00 billion, an ion channel collaboration with OmniAb, and a taRNA vaccine partnership with Amplitude Therapeutics, while also securing UK approval of its once-daily oral GLP‑1 drug Foundayo for weight management and type 2 diabetes.
    • These deals and the Foundayo approval deepen Lilly’s presence in obesity, neuroscience, and infectious disease therapies, reinforcing its emphasis on high‑value innovation and pipeline breadth.
    • We’ll now examine how the UK approval of Foundayo reshapes Eli Lilly’s investment narrative, particularly its GLP‑1 leadership and growth drivers.

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    Eli Lilly Investment Narrative Recap

    To own Eli Lilly, you have to believe its GLP‑1 franchise can keep driving the business while management broadens beyond a few blockbuster obesity and diabetes drugs. The UK approval of oral GLP‑1 Foundayo looks supportive for near term growth drivers, but it does not remove key risks around pricing pressure, payer access, and heavy dependence on incretin therapies.

    Among the recent announcements, the UK green light for Foundayo stands out as most relevant. It adds a once daily oral option to Lilly’s already strong injectable GLP‑1 lineup, strengthening its leadership in obesity and type 2 diabetes just as competitors push into oral treatments. Foundayo’s rollout now becomes a central catalyst to watch against the backdrop of reimbursement debates and potential formulary exclusions.

    Yet, even as Foundayo expands Lilly’s reach, investors should be aware that payer pushback and reimbursement limits could still...

    Read the full narrative on Eli Lilly (it's free!)

    Eli Lilly's narrative projects $118.0 billion revenue and $48.7 billion earnings by 2029. This requires 14.0% yearly revenue growth and about a $22.0 billion earnings increase from $26.7 billion today.

    Uncover how Eli Lilly's forecasts yield a $1297 fair value, in line with its current price.

    Exploring Other Perspectives

    LLY 1-Year Stock Price Chart
    LLY 1-Year Stock Price Chart

    Some of the most optimistic analysts were already modeling revenue near US$124.5 billion and earnings of US$50.0 billion by 2029, so if you buy into that upside, this latest Foundayo approval could either support those ambitious views or expose how dependent they are on aggressive assumptions about GLP 1 adoption and pricing power.

    Explore 12 other fair value estimates on Eli Lilly - why the stock might be worth 7% less than the current price!

    Reach Your Own Conclusion

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.