Bloomberg Talks Eli Lilly CFO Lucas Montarce Talks Weight Loss Pill, Business Outlook
Feb 5, 2026
Lucas Montarce, Eli Lilly CFO, gives a concise financial outlook and timelines for the company’s weight-loss and diabetes products. He discusses regulatory timing for an oral pill, pricing and access plans, projected volume growth, and how Medicare and rollout plans could expand reach. Short, forward-looking business and launch details throughout.
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Companywide Momentum Beyond A Single Drug
- Eli Lilly expects industry-leading growth, guiding to 25% revenue growth in 2026 driven by key products across therapeutic areas.
- The company attributes recent momentum to its incretin (weight-loss) portfolio alongside broad product breadth, not a single product.
Oral Pill Could Expand The Market
- Lilly submitted its oral GLP-1 pill (orforglipone) and expects regulatory action as early as Q2 pending FDA approval.
- Management sees the oral pill as an opportunity to expand the market beyond injectables.
Plan For Medicare Access Rollout
- Expect expanded access via the Medicare agreement which could cover more than 40 million patients starting by July.
- Prepare for gradually increasing penetration as access broadens over 2026 and into 2027.