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government to expand access to obesity medicines for millions AI-driven R&D acceleration via partnerships, including NVIDIA 2026 guidance (confidence on display) Revenue: $8083B Non-GAAP EPS: $33.5035.00 Performance margin expected up to 47.5% Dave Ricks Chair & CEO, Eli Lilly and Company: Entering our 150th year with a deep pipeline and platforms like LillyDirect, were positioned to reach more patients than ever. My takeaway Lilly is no longer just executing well its reshaping the pharma operating model: Scale + speed in obesity Platform thinking in GLP-1s and oncology Manufacturing as a strategic moat AI embedded into discovery, not layered on later This isnt a single-franchise story anymore