Eli Lilly and Company
Most aggressive pharma company in AI infrastructure. FY2025 revenue $65.18B (+44.7% YoY); 2026 guidance $80-83B, on track to lead pharma by revenue. Two separate AI drug deals — $2.75B Insilico Medicine deal (March 29, 2026) licenses commercialization rights to 28 AI-designed preclinical molecules; $1.75B Isomorphic Labs deal (2024, Alphabet subsidiary) for AlphaFold-driven small molecule discovery. $1B NVIDIA co-innovation lab and LillyPod supercomputer (1,000+ Blackwell GPUs) operational. Accelerating from GLP-1 position of strength.
Scenarios
LillyPod + NVIDIA co-lab creates proprietary AI compute moat separate from commercial discovery programs. Lilly TuneLab licensing generates new revenue stream by renting R&D AI models to biotechs. First AI-designed molecules targeting Phase I by late 2026.
AI bets are infrastructure-heavy and long-cycle. GLP-1 competition from Novo, Roche, Amgen intensifies regardless of AI discovery speed.
Key Factors to Watch
- ●Insilico Medicine $2.75B deal (March 2026) — 28 AI-designed molecules already in preclinical development
- ●LillyPod — largest pharma-owned AI supercomputer (1,000+ Blackwell GPUs)
- ●Isomorphic Labs deal $1.75B (2024, Alphabet subsidiary) for AlphaFold-driven discovery — distinct from Insilico
- ●Lilly TuneLab licenses R&D AI models to biotechs — secondary AI revenue stream
- ●GLP-1 revenue ($65B FY2025, $80-83B FY2026 guide) funds AI infrastructure most competitors cannot match
Score History
| Date | Score | Direction | Note |
|---|---|---|---|
| 2026-03-08 | 7.8 | Positive | Score 8.3→7.8 (are 9→7). are recalibrated: $1B NVIDIA lab + $3B Isomorphic deal are AI COSTS not AI REVENUE; revenue is GLP-1 drugs |
| 2026-03-08 | 8.3 | Very Positive | Score 8.2→8.3 (formula reweight: sb 0.25→0.15, are 0.20→0.25, md 0.20→0.25, dr 0.20→0.25, aam 0.15→0.10) |
| 2026-03-08 | 8.2 | Very Positive | Score 7.9->8.2 (md 8->9, aam 9->10). External research cross-ref: undisputed #1 pharma AI — $1B NVIDIA co-innovation lab, 1016 Blackwell GPUs, $1.7B Isomorphic Labs deal, TuneLab platform, first $1T healthcare company |
| 2026-03-08 | 7.9 | Positive | Initial assessment from batch 3 research |
Healthcare Peers
Last researched: 2026-03-12
This is research and analysis, not financial advice. Scores reflect AI impact potential, not investment recommendations.