LLY
New market, same big ambitions
Eli Lilly is taking Donanemab, its Alzheimer’s drug, to India under the brand name Lormalzi. That’s not just a geographic footnote — it’s Lilly saying, “We’d like a piece of the world, please,” and meaning it.
Why you should care
Alzheimer’s drugs are still a messy, high-stakes category. But every new country launch matters because it expands the addressable market and gives Lilly another chance to wring real revenue out of a treatment that could become part of its long-term growth mix.
- The drug is now available in India, which could open the door to a much larger patient pool.
- It adds to Lilly’s global push while the company is already basking in the glow of its obesity and diabetes franchise.
- The bigger story: Lilly keeps stacking catalysts like it’s building a very expensive Jenga tower.
The investor angle
This won’t move the stock like a blockbuster earnings beat, but it does reinforce the same theme: Lilly isn’t relying on one magic pill. It’s trying to turn multiple therapies into multiple revenue streams.
Big picture: when a company with a monster U.S. obesity business starts widening the map abroad, investors usually pay attention.