Eli Lilly and Company (NYSE:LLY) is one of the 13 Best Extremely Profitable Stocks to Invest in Now.
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On February 2, 2026, Reuters reported that long-standing expectations that the global obesity drug market would reach $150 billion over the next decade are being reconsidered amid declining U.S. prices for GLP-1 therapies and intensifying competition. The new projections indicate that the market will reach closer to $100 billion by 2030, which is roughly 30% less than previous estimates. Furthermore, the $150 billion mark is not expected to be reached until 2035.
Citing pressure from cash-pay competition and faster-than-expected generic entry, Jefferies reduced its peak market estimate by 20% in January. The firm’s expected market size as of 2035 stands at $80 billion.
Even with these revised assumptions, LSEG’s consensus estimates still expect Eli Lilly and Company (NYSE:LLY) to deliver more than 21% revenue growth and more than 40% adjusted earnings growth in 2026 compared to 2025.
Against this backdrop of demand, Lilly outlined its strategic initiative two days earlier.
On January 30, 2026, Eli Lilly and Company (NYSE:LLY) announced that it would construct a $3.5 billion pharmaceutical manufacturing facility in Pennsylvania, which will be its fourth new location in the United States. As GLP-1 competition accelerates, the plant will work on injectable weight-loss drug production like retatrutide, with construction expected to begin this year and operations starting in 2031.
Eli Lilly and Company (NYSE: LLY) develops and commercializes innovative medicines across diabetes, obesity, oncology, immunology, and neuroscience.
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