Eli Lilly And Company · NYSE:LLY
Eli Lilly And — 2026 Lilly ADA Investor Event
31 slides from Eli Lilly And's conference presentation, June 2026
Slide 1: Not for promotional use
& Not for promotional use
Slide 2: 2026 Lilly ADA Investor Event
2026 Lilly ADA Investor Even
Slide 3: Agenda
Agenda Introduction Kenneth Custer, Ph.D., President, Cardiometabolic Health Cardiometabolic Health R&D Update Thomas Seck, MD, Sr. Vice President, Product Development, Cardiometab Ruth Gimeno, Ph.D., Group Vice President, Cardiometabolic Research Question & Answer Session 2026 Lilly ADA Investor Ev
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 y differ results ma materially due to various factors. The company's results may be affected by factors including, but not limited to, th
Slide 5: Significant Unmet Need
Significant Unmet Need Obesityis a biologically driven disease linked to more than 200 conditions. FEWER THAN 100 million ~2 Billion 1 in 10 U.S. adults currently People expected to be affected by 1 thought to have obesity 2 obesity by 2035 globally people who could benefit from a GLP-1 are currentl
Slide 6: A Year of Significant Progress Since ADA 2025
A Year of Significant Progress Since ADA 2025 Retatrutide Eloralintide • Positive SURPASS - CVOT, • 7 positive Phase 3 • 3 Positive Phase 3 readouts • Positive Phase 2 readout and indication expected 2026 registrational trials completed with 4 more readouts in 2026 initiated 5 Phase 3 trials • Posit
Slide 7: Foundayo Development Update
Foundayo Development Update 2026 Lilly ADA Investor Event Not for promotional use 7
Slide 8: Foundayo Development Overview
Foundayo Development Overview Data at 2026 ADA Expected Submissions ACHIEVE-1: vs. placebo, monotherapy US: T2D Q2 2026; Obesity Approved ACHIEVE-2: vs. dapagliflozin, combo with metformin International:45 countries submitted for both T2D & obesity ACHIEVE-3: vs. oral semaglutide, combination with m
Slide 9: Consistent HbA1c Improvement Across Trials
Consistent HbA1c Improvement Across Trials 1 Change from Baseline in HbA1c (%) Type 2 Diabetes Obesity ACHIEVE-1 ACHIEVE-2 ACHIEVE-3 ACHIEVE-4 ACHIEVE-5 ATTAIN-2 vs. placebo vs. dapagliflozin vs. oral semaglutide vs. insulin glargine vs. placebo vs. placebo 40 weeks 40weeks 52 weeks at 52 weeks 40 w
Slide 10: Foundayo Weight Loss in ACHIEVE-3
Foundayo Weight Loss in ACHIEVE -3 Key Highlights: Change from Baseline in Body Weight 1(%) ACHIEVE -3 is the only head -to-head Weeks 0 4 8 12 16 20 24 32 40 52 EE clinical trial between Foundayo a 0 oral semaglutide Change From Baseline (%) -2 -4 -3.7% Foundayo 17.2 mg delivered 74% -5.3% greater
Slide 11: Foundayo Weight Loss Profile in ATTAIN-1 & -2
Foundayo Weight Loss Profile in-1ATTAIN &-2 Change from Baseline in Body Weight 1(%) Trial Characteristics and Demographics ATTAIN-1 ATTAIN-2 ATTAIN-1 ATTAIN-2 vs Placebo, 72 weeks vs Placebo, 72 weeks PBO 5.5 mg9.0 mg17.2 mg PBO 5.5 mg9.0 mg17.2 mg Participants 3,127 1,613 -0.9% Female, % 64% 47% -
Slide 12: Foundayo and Zepbound Weight Maintenance
Foundayo and Zepbound Weight Maintenance WegovyMTD→ Foundayo MTD ZepboundMTD→ Foundayo MTD ZepboundMTD→ Zepbound5 mg ATTAIN-MAINTAIN ATTAIN-MAINTAIN SURMOUNT-MAINTAIN ~18 kg reduction maintained ~20 kg reduction maintained ~19 kg reduction maintained 115.8 kg 113.4 kg 113.5 kg 95.0 kg 95.9 kg 95.9 k
Slide 13: Foundayo Clinical Profile
Foundayo Clinical Profile Consistent & Clinically Meaningful Efficacy Safety & Tolerability 2.2% Foundayo 17.2 mg HbA1c reduction in-3ACHIEVE Foundayo safety and tolerability consistent with incretin cla 12.4% Foundayo 17.2 mg weight loss in-1ATTAIN Most common adverse events are gastrointestinal -r
Slide 14: Retatrutide TRANSCEND-T2D-1 and TRIUMPH-1
Retatrutide TRANSCEND -T2D-1 and TRIUMPH -1 2026 Lilly ADA Investor Event Not for promotional use 14
Slide 15: Retatrutide Global Development Programs
Retatrutide Global Development Programs TRIUMPH1 Obesity & Related Complications and TRANSCEND Type 2 Diabetes Program Data at 2026 ADA Potential Submissions TRIUMPH-1: vs. placebo, obesity with OSA and OA subgroups Obesity, OA & OSA: 2H 2026 T2D: 1H 2027 TRIUMPH-2: vs. placebo, obesity with T2D, OS
Slide 16: TRANSCEND-T2D-1 Weight Change and HbA1c Results
TRANSCEND -T2D-1 Weight Change and HbA1c Resu 1 (7.9%) Percent Change from Baseline HbA1c 1 (96.9 kg) Percent Change from Baseline Body Weight Weeks Weeks 0 4 8 12 16 20 24 32 40 EE 0 4 8 12 16 20 24 32 40 EE 0.0 0 -2.5% Change From Baseline Change From Baseline -0.5 in Body Weight (%) -5 -0.8 in Hb
Slide 17: TRIUMPH-1 Study Overview
TRIUMPH -1 Study Overview TRIUMPH-1 Basket Trial Design Primary Endpoints & Objectives Weight Management Weight Percent change in body N = 2,339 Management weight at Week 80 Knee OA Pain Basket OSA Basket N = 574 N = 243 Change in the WOMAC Pain Knee OA Pain subscale score at Week 80 OSA Change in A
Slide 18: TRIUMPH-1 Body Weight Change
TRIUMPH Primary Outcome -1 Body Weight Change Key Highlights: Change from Baseline Weight (112.7 1kg) Clinically meaningful weight Weeks 0 4 8 12 16 20 24 36 52 68 80 EE reduction for nearly all participan 0 -2.2% -5 12 mg dose delivered powerful Change From Baseline (%) -10 weight loss, a level lon
Slide 19: TRIUMPH-1 Extension Addendum Body Weight Change
TRIUMPH - Extension Addendum 1 Body Weight Change Key Highlights: Change from Baseline Weight (121.7 1kg) 532 participants with ≥ 35 baseli Weeks 0 4 8 12 16 20 24 36 52 68 80 84 88 92 96100104 EE BMIcontinued onretatrutide MTD 0 for an additional 24 weeks -5 Change From Baseline (%) Participants on
Slide 20: TRIUMPH-1 Achievement of BMI & Weight Loss Thresholds
TRIUMPH -1 Achievement of BMI & Weight Loss T Proportion of Participants Achieving BMI Targets Proportion of Participants Achieving Weight Loss Thresholds Proportion of Participants (%) 65 60 45 40 38 33 29 27 21 16 15 8 6 1 1 0 BMI <30 BMI<25 > 30% Reduction > 35% Reduction Placebo Retatrutide 4 mg
Slide 21: Retatrutide 4 mg Efficacy Profile
Retatrutide 4 mg Efficacy Profile Key Highlights: Indirect Comparison of Retatrutide 4 mg Dose Weight Time to Discontinuation Participants taking 4 mg of Retatrutide 4 mg Loss1 Dose due to AEs retatrutide achieved 19% weight los 4 mg 19% 4 weeks 4% 2 mg (80 weeks) (1 step) Reached target dose in 4 w
Slide 22: TRIUMPH-1 OA and OSA Results
TRIUMPH -1 OA and OSA Results 1 WOMAC Pain Subscale and AHI Change at 80 Weeks Key Highlights: 2 WOMAC Pain Subscale Change AHI Change3 TRIUMPH -1 completes registration studies for OA knee pain -16% -38% Similar toTRIUMPH -4, with more -11.1 -44% than 70% WOMAC score reductio -61% -70% -73% -58% -2
Slide 23: TRIUMPH-1 Safety & Tolerability
TRIUMPH -1 Safety & Tolerability Key Highlights: Treatment Emergent Retatrutide Retatrutide Retatrutide Placebo Adverse Events (%) 4 mg 9 mg 12 mg Safety profile generally consisten Nausea 15% 29% 38% 42% with the incretin class Diarrhea 13% 25% 34% 32% Constipation 11% 24% 26% 26% Gastrointestinal
Slide 24: Eloralintide
Eloralintide 2026 Lilly ADA Investor Event Not for promotional use 24
Slide 25: Eloralintide Offers Distinct Profile
Eloralintide Offers Distinct Profile SARA: Selective Amylin Receptor Agonist Unique Molecular Profile Optimized Pharmacokinetics Calcitonin Peptide Backbone Amylin ~2 weekselimination half-life CTR AmyR1 Calcitonin Amylin Receptor 1 Receptor (CTR + RAMP1) AmyR1 vs CTR Selectivity ~2 time to maximum
Slide 26: Eloralintide Monotherapy Phase 2 Data
Eloralintide Monotherapy Phase 2 Data SARA: Selective Amylin Receptor Agonist Key Highlights: Change from Baseline Weight (109 1kg) Tolerability Weeks 3 mgdose achieves 12.4% weight Adverse Eloralintide Eloralintide 0 4 8 12 16 20 24 28 32 36 40 44 48 EE Event Rates Placebo 3 mg 3/6/9 mg loss with p
Slide 27: Eloralintide Global Development Program
Eloralintide GlobalDevelopment Program SARA: Selective Amylin Receptor Agonist Key Highlights: ENLIGHTEN-1: vs. placebo, without T2D, monotherapy Initiated 5 Phase 3 trials in obesit this year ENLIGHTEN-2: vs. placebo, with T2D, OAMs allowed Phase 2 data in combination with ENLIGHTEN-3: vs. placebo,
Slide 28: Innovative Portfolio to Address Diverse Patient Needs
Innovative Portfolio to Address Diverse Patient Key Opportunity Areas Beyond Zepboundand Foundayo Lilly Launches 2022 Greater Improved Injection Oral Dual & Weight Loss Tolerability Frequency Triple Agonists 2023 2024 Additional Lean-Mass Minimal Ultra-Long Metabolic Benefits Benefits Titration Acti
Slide 29: Lilly Uniquely Positioned for Sustained Leadership
Lilly Uniquely Positioned for Sustained Leadersh Raising the Bar with Market Leading Portfolio Retatrutide & Eloralintide Investing for the Future #1 in obesity 30% weight loss New mechanisms #1 in diabetes Compelling efficacy across Oral and ultra long - acting indications, minimal escalation optio
Slide 30: Question and Answer Panel
Question and Answer Panel Kenneth Custer, Ph.D. Thomas Seck, M.D. Ruth Gimeno, Ph.D. Mike Czapar Executive Vice President & President, Sr. Vice President, Product Development, Group Vice President, Sr. Vice President, Lilly Cardiometabolic Health Cardiometabolic Health Cardiometabolic Research Inves
Slide 31: Trademarks
Trademarks All trademarks and trade names referred to in this presentation are the property of the company, or, to the or trade extentnames trademarks belonging to other companies are referenced in this presentation, the property of their respective owners. ence,Solely the trademarks for conveniand
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