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Why Eli Lilly Stock Crushed It Today: A Bullish Surge Explained

Why Eli Lilly Stock Crushed It Today: A Bullish Surge Explained

Author:
foolstock
Published:
2025-09-16 10:15:23
20
3

Eli Lilly just flexed its market muscle—and investors are reaping the rewards.

Breaking Down the Rally

The pharma giant’s shares surged on a wave of bullish momentum, leaving traditional assets in the dust. No fluff, no hype—just raw performance that reminds Wall Street where real innovation happens.

Behind the Numbers

While legacy finance still debates interest rates, Eli Lilly’s move today proves that groundbreaking pipelines and real-world impact drive value—not Fed whispers or macroeconomic guesswork. Another day, another reminder: sometimes the smart money isn’t in money at all—it’s in brains.

A quickened approval process

Reuters published an article speculating that orforglipron, Eli Lilly's next-generation obesity drug currently in development, could earn Food and Drug Administration (FDA) approval by the end of this year.

Two people participating in a telehealth session.

Image source: Getty Images.

The report was anchored by several analysts tracking Eli Lilly who believe a fast-track review process recently launched by the regulator could put orforglipron on pharmacy shelves very soon. Under the FDA's Commissioner's National Priority Voucher, the process for qualifying investigational drugs can be shorted to within 1-2 months. That's well down from the roughly 10 months for a standard review.

The news agency quoted one of those analysts,' Akash Tiwari, as saying that "We think orforglipron is a prime candidate for this pilot program as it treats a high-burden chronic condition and can be priced at parity."

Virginia expansion

Meanwhile, Eli Lilly announced that it aims to construct a new manufacturing facility in Virginia. This factory, estimated to cost $5 billion, will concentrate largely on the production of antibody-drug conjugates, medications that are designed for delivery directly to affected cells in the body.

The Virginia plant is part of an assertive "capital expansion" program. Eli Lilly said it has devoted $50 billion to activities such as factory builds since 2020.

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