Squawk Pod: “Just so grateful.” Artemis II crew & Eli Lilly’s new GLP-1 pill - 04/30/26 | Audio Only
Speakers
Joe Kernen
— Co-Anchor, Squawk Box
Andrew Ross Sorkin
— Co-Anchor, Squawk Box
Steve Liesman
— Senior Economics Reporter
Summary
Eli Lilly CEO David Ricks discusses strong quarterly results driven by global GLP-1 demand and the launch of oral pill Foundayo. The Artemis II crew shares their moon mission experiences. Fed policy debate and Anthropic's massive valuation round are also covered.
- Eli Lilly posts 56% revenue growth, international volume up 95%.
- New oral GLP-1 pill Foundayo gets 20,000 patients in 20 days, mostly new users.
- David Ricks highlights long-term runway for weight loss drugs and upcoming RETA data.
- Artemis II crew discusses their recent lunar orbit mission and future space exploration.
- Fed meeting features four dissenters, complicating near-term rate cut prospects.
- Anthropic in talks to raise funds at $900B valuation, raising compute power concerns.
Trade Ideas
Global GLP-1 demand driving strong growth.
Eli Lilly's strong revenue growth (56% YoY) driven by global demand for GLP-1 weight loss drugs (Zepbound, Mounjaro) across US, Europe, China, Brazil. International volume up 95%, supply constraints eased, and the consumer market is deep and expanding. Raised guidance across the board.
Foundayo launch strong, expanding GLP-1 market.
Foundayo (oral GLP-1 pill) is off to a strong start with >20,000 patients in 20 days, >80% new to category, expanding the market. The pill is easy to take, scalable, and has a long runway given only ~20 million patients treated vs. potential billion. The ramp will be slower due to new brand/molecule but does not change long-term outlook.
Up Next
This CNBC video, published April 30, 2026, features Dave Ricks discussing LLY, Foundayo. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Dave Ricks · Tickers: LLY, Foundayo