Eli Lilly (LLY) has built a $1.5 billion inventory of its experimental oral obesity drug, orforglipron, ahead of an expected 2026 FDA decision to aggressively challenge Novo Nordisk's market lead.

  • Analysts at Freedom Capital remain bullish on the stock, citing the company's robust 2026 revenue guidance of $80 billion to $83 billion.
  • The massive pre-launch stockpile signals a strategic move to ensure immediate supply for the oral GLP-1 market upon potential approval.
  • LLY shares closed nearly flat at $1,040.00 on February 13, 2026, following the regulatory disclosure.