Prediction: This Surprising Growth Stock Will Reach -- and Stay in -- the Trillion-Dollar Club in 2026.
LillyLilly(US:LLY) The Motley Fool·2025-12-09 18:15

Core Viewpoint - The article discusses the potential for Eli Lilly to join the "trillion-dollar club" by leveraging its weight loss drug portfolio, particularly with the anticipated success of its oral weight loss candidate, orforglipron, which could drive significant revenue growth in the coming years [2][6][14]. Group 1: Market Context - The "trillion-dollar club" refers to companies with a market capitalization of $1 trillion, primarily composed of technology giants and Berkshire Hathaway [4]. - The weight loss drug market is currently valued at approximately $28 billion and is projected to grow to $95 billion by the end of the decade, potentially surpassing $100 billion [5]. Group 2: Eli Lilly's Position - Eli Lilly briefly reached a market capitalization of $1 trillion but has since decreased to around $904 billion [6]. - The company has experienced a 54% revenue gain in the most recent quarter, driven by the volume growth of its weight loss drugs, Mounjaro and Zepbound [9][10]. Group 3: Growth Drivers - Eli Lilly's weight loss portfolio, particularly the drug tirzepatide, has generated blockbuster revenue due to high demand [8]. - The upcoming oral weight loss candidate, orforglipron, is expected to be a significant growth driver, as it is the only oral formulation that does not require dietary restrictions [11][12]. Group 4: Competitive Landscape - Eli Lilly competes with Novo Nordisk in the weight loss drug market, with both companies positioned to benefit from high demand [10]. - Novo Nordisk has applied for regulatory approval for its oral candidate, but Eli Lilly aims to file for regulatory review for orforglipron by the end of the year, potentially allowing it to enter the market shortly thereafter [12][13].