Eli Lilly And Company · NYSE:LLY
Eli Lilly And — 2025 Lilly ADA Investor Event
31 slides from Eli Lilly And's conference presentation, 2025
Slide 1: A Medicine Company
A MEDICINE COMPANY
Slide 2: 2025 Lilly ADA Investor Event
ELI LILLY AND COMPANY 2025 LILLY ADA INVESTOR EVENT
Slide 3: Agenda
Agenda Introduction Kenneth Custer, Ph.D., President, Cardiometabolic Health ACHIEVE-1 Data and 2025 Key Events Jeff Emmick, M.D., Ph.D., Sr. Vice President, Cardiometabolic Health Product Development Early Phase Update Ruth Gimeno, Ph.D., Group Vice President, Diabetes & Metabolic Research Question
Slide 4: Safe Harbor Provision and Other Information
Safe Harbor Provision and Other Information This presentation contains forward-looking statements that are based on management's current expectations, but actual results may differ materially due to various factors. The company's results may be affected by factors including, but not limited to, the
Slide 5: Cardiometabolic Health Strategy
Cardiometabolic Health Strategy Our Purpose Lilly unites caring with discovery to make life better for people around the world We deliver life-changing medicines that address the most significant global health challenges Provide Eliminate serious Reduce Our Pursuit freedom from health issues Cardiov
Slide 6: Incretin-Based Therapies Not an Overnight Success
Incretin-Based Therapies Not an Overnight Success Mounjaro launches for T2D First in human AWARD-1 SURMOUNT-MMO data of Dr. John Eng Phase 3 study of outcomes study in tirzepatide licenses exendin-4 Approval of dulaglutide FDA approval for obesity begins showing to Amylin Byetta in T2D begins Trulic
Slide 7: Significant Addressable Market: Estimated 170M+ by 2030
Significant Addressable Market: Estimated 170M+ by 20301 U.S. Market Penetration vs Projected Market Size Obesity market will segment based on patient needs 170+ million Route of Dosing Administration Frequency Additional Tolerability Metabolic Benefits 8 million Depth of Quality of Weight Loss Weig
Slide 8: Cardiometabolic Health Select Development Program
Cardiometabolic Health Select Development Program DATA AT ADA Cardiometabolic A Leading Portfolio for Obesity & Related Conditions Non-Incretin Diabetes Related Outcomes siRNA Lp(a) Inhibitor Once-Weekly Basal Insulin GLP-1/GIP Dual Agonist GLP-1 Small Molecule TIRZEPATIDE ORFORGLIPRON LEPODISIRAN I
Slide 9: Orforglipron Has Potential to Make Significant Impact on Public Health
Orforglipron Has Potential to Make Significant Impact on Public Health Broad Development Scalable Supply Commercial Potential Plan Obesity Type 2 Diabetes Separate Small Molecule Once-Daily Pill 2 Studies 5 Studies Manufacturing Footprint Obstructive Investment At-Risk to Hypertension No Food or Wat
Slide 10: Orforglipron Overview & ACHIEVE-1
ORFORGLIPRON OVERVIEW & ACHIEVE-1 2025 LILLY ADA INVESTOR EVENT Not for promotional use 10
Slide 11: Orforglipron Global Development Program
Orforglipron Global Development Program ACHIEVE Type 2 Diabetes Program and ATTAIN Obesity Program ACHIEVE-1: vs. placebo, monotherapy Expected Submissions ACHIEVE-2: vs. dapagliflozin, combination with metformin Obesity: Q4 2025 T2D: 1H 2026 ACHIEVE-3: vs. oral semaglutide, combination with metform
Slide 12: ACHIEVE-1: HbA1c Change Results
ACHIEVE-1: HbA1c Change Results Efficacy Estimand1 Change from Baseline HbA1c Weeks Since Randomization All 3 doses of orforglipron achieved 0 4 8 12 16 20 24 32 40 0 0 superiority vs placebo -0.1 HbA1c from Baseline (%) Change From Baseline in Significant reductions in HbA1c Percentage Change in Hb
Slide 13: ACHIEVE-1: Body Weight Change Results
ACHIEVE-1: Body Weight Change Results Efficacy Estimand1 Change from Baseline Weight Weeks Since Randomization Dose-dependent reduction in body 0 4 8 12 16 20 24 28 32 36 40 44 0 weight Body Weight from Baseline (%) -2 -1.6 Approximately 2/3 of patients achieved ≥5% weight reduction Percentage Chang
Slide 14: ACHIEVE-1: Safety and Tolerability
ACHIEVE-1: Safety and Tolerability Tolerability Profile Liver Safety `• Patients had baseline ALT/AST values up to 5X ULN Orforglipron Orforglipron Orforglipron Placebo Discontinuations 3 mg 12 mg 36 mg due to AEs (%) 1% 6% 4% 8% `• No patient with baseline ALT or AST ≥3X ULN due to GI AEs (%) 0% 3%
Slide 15: Orforglipron ATTAIN-1
ORFORGLIPRON ATTAIN-1 2025 LILLY ADA INVESTOR EVENT Not for promotional use 15
Slide 16: ATTAIN-1: Orforglipron in Obesity
ATTAIN-1: Orforglipron in Obesity Trial Design Key Considerations 72-Week Treatment Period Baseline Characteristics 1mg 3mg 6mg Weight (kg) 103.2 1mg 3mg 6mg 12mg BMI (kg/m2) 37.0 1mg 3mg 6mg 12mg 24mg 36mg Age (years) 45.1 Placebo Female (%) 64.2% 0 4 8 12 16 20 24 72 Weeks •` Dose escalation every
Slide 17: Retatrutide
RETATRUTIDE 2025 LILLY ADA INVESTOR EVENT Not for promotional use 17
Slide 18: Retatrutide Global Development Program
Retatrutide Global Development Program TRIUMPH1 Obesity & Related Complications and TRANSCEND Type 2 Diabetes Program Expected Submissions TRIUMPH-1: vs. placebo, OSA and OA subgroups Obesity, OA & OSA: 2H 2026 T2D: 1H 2027 TRIUMPH-2: vs. placebo, with T2D, OSA subgroup TRIUMPH-3: vs. placebo, Class
Slide 19: TRIUMPH-4: Retatrutide in Knee OA Pain and Overweight or Obesity
TRIUMPH-4: Retatrutide in Knee OA Pain and Overweight or Obesity TRIUMPH-4 Trial Design Key Considerations 68-Week Treatment Period Baseline2 Characteristics 2mg 4mg 6mg 9mg Weight (kg) 112.7 2mg 4mg 6mg 9mg 12mg BMI (kg/m2) 40.4 Placebo Age (years) 55.2 0 4 8 12 16 68 Female (%) 63.4 Weeks •` Evalu
Slide 20: Tirzepatide SURPASS-CVOT
TIRZEPATIDE SURPASS-CVOT 2025 LILLY ADA INVESTOR EVENT Not for promotional use 20
Slide 21: SURPASS-CVOT: Tirzepatide vs. Dulaglutide
SURPASS-CVOT: Tirzepatide vs. Dulaglutide SURPASS-CVOT Study Design Dulaglutide Reduced Risk of MACE-3 by 12% vs. Placebo Dose Escalation Period Maintenance Period REWIND Top-Line Efficacy Results Tirzepatide MTD up to 15 mg QW Tirzepatide MTD up to 16 PLACEBO Cumulative Incidence per 100 Patients 2
Slide 22: SURPASS-CVOT: Tirzepatide vs. Dulaglutide
SURPASS-CVOT: Tirzepatide vs. Dulaglutide Bar for Superiority Establishing CV Benefit `• Dulaglutide demonstrated CV benefit in both Upper Bound of ~95% Confidence Interval primary and secondary prevention population in REWIND Non-inferiority vs. dulaglutide <1.05 `• Non-inferiority to dulaglutide c
Slide 23: Early Phase Update
EARLY PHASE UPDATE 2025 LILLY ADA INVESTOR EVENT Not for promotional use 23
Slide 24: Eloralintide: A Selective Amylin Receptor Agonist
Eloralintide: A Selective Amylin Receptor Agonist Amylin Calcitonin Eloralintide •` Increased amylin selectivity versus calcitonin receptors Amylin 1R Amylin 2R Amylin 3R Calcitonin R •` Acylated molecule designed for Co-secreted with insulin in Secreted by the thyroid to once weekly dosing response
Slide 25: Eloralintide: Efficacy and Tolerability at 12 Weeks
Eloralintide: Efficacy and Tolerability at 12 Weeks Eloralintide Phase 1 Efficacy Eloralintide Phase 1 Tolerability Placebo Eloralintide1 % of participants Dose 2 Dose 3 Dose 4 Overall with GI AEs (N=27) (N=6) (N=23) (N=36) (N=73) Decreased appetite 3.7% 16.7% 26.1% 19.4% 19.2% Diarrhea 0% 16.7% 8.7
Slide 26: Bimagrumab: Targeting the Activin Pathway for Obesity
Bimagrumab: Targeting the Activin Pathway for Obesity Adipose Muscle Bimagrumab •` Monoclonal antibody that blocks activin type II receptors `• BELIEVE Phase 2B study evaluated IV bimagrumab dosed quarterly ± semaglutide `• Additional Phase 2 trials evaluating SC bimagrumab dosed weekly ± tirzepatid
Slide 27: Next Generation Efforts for Obesity
Next Generation Efforts for Obesity Incretins Amylins Novel Targets INNOVATION Oral and long-acting multifunctional incretins Different selectivity New Benefits THEMES profiles1 NAPERIGLIPRON MAZDUTIDE2 ELORALINTIDE BIMAGRUMAB PHASE 2 (GLP-1R NPA II) GIP/GLP-1 GIPR AGONIST LA NISOTIROSTIDE COAGONIST
Slide 28: Strategy, Pipeline, Key Events, Opportunity
STRATEGY PIPELINE KEY EVENTS OPPORTUNITY Broad development strategy Multiple Phase 3 data readouts More than 1 billion people building on tirzepatide as in 2025 including tirzepatide, worldwide could benefit from foundational medicine orforglipron and retatrutide these innovative medicines Developin
Slide 29: Question and Answer Panel
Question and Answer Panel Kenneth Custer, Ph.D. Jeff Emmick Ruth Gimeno, Ph.D. Mike Czapar Executive Vice President & President, Sr. Vice President, Cardiometabolic Group Vice President, Diabetes & Sr. Vice President, Investor Relations Lilly Cardiometabolic Health Health Product Development Metabol
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Slide 31: Trademarks
Trademarks All trademarks and trade names referred to in this presentation are the property of the company, or, to the extent trademarks or trade names belonging to other companies are referenced in this presentation, the property of their respective owners. Solely for convenience, the trademarks an
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