Positive trials, AI platforms, and deals reshape Lilly’s R&D engine

Across these posts, Eli Lilly reports multiple clinical and regulatory wins, including oral GLP-1 orforglipron outperforming oral semaglutide in a head-to-head type 2 diabetes Phase 3 trial, publication of ACHIEVE-3 results, positive VIVID-2 extension data, and a CHMP recommendation to expand Olumiant’s use to adolescents with severe alopecia areata in the EU. Earlier-stage programs such as Eloralintide (liver study) and olomorasib (drug-interaction study) advance quietly, signaling a steady build-out of long-term pipeline value beyond its flagship metabolic assets. In parallel, Lilly is scaling AI-driven drug discovery through a new supercomputer, a high-profile Nvidia collaboration, broader AI efforts in antibody discovery, and the $2.4B acquisition of Orna Therapeutics to pursue RNA-based approaches that could disrupt the CAR-T market, together underscoring an aggressive, tech-enabled R&D strategy.