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The Markets
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Pharma & Biotech

Eli Lilly first healthcare company to hit $1T market capitalization

Eli Lilly and Co (NYSE:LLY) briefly reached a market capitalization of $1 trillion during trading on Friday, making it the first healthcare company to achieve this milestone.

Shares of the Indianapolis-based drugmaker rose as much as 1.7% just shy of $1,060, bringing its market value to roughly $1 trillion before retreating slightly, with stock trading near $1,050 per share later in the session.

The surge in market value has been driven by strong investor demand for Eli Lilly’s weight-loss and diabetes medications, including Zepbound, an obesity treatment, and Mounjaro, a diabetes drug, both in the GLP-1 class. Revenue from these two products reached approximately $10 billion in the three months ending in September.

Eli Lilly’s shares have climbed more than 36% year-to-date, reflecting expectations that the market for GLP-1–based weight-loss drugs could expand significantly, potentially exceeding $150 billion by the early 2030s.

Wall Street analysts have highlighted that the company’s growth trajectory and valuation have drawn comparisons to high-growth technology stocks rather than traditional large pharmaceutical firms.

The milestone places Eli Lilly among a small group of US companies to reach $1 trillion in market capitalization. Apple first crossed the mark in 2018, followed primarily by tech companies, with Tesla and Berkshire Hathaway as notable non-tech exceptions.

By contrast, Johnson & Johnson, the second-largest healthcare company by market value, remains below $500 billion. Eli Lilly’s current valuation is roughly equivalent to the combined market value of Bristol Myers Squibb, GSK, Merck, Novo Nordisk, Sanofi, and Pfizer.

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