Eli Lilly confirmed that the U.S. Food and Drug Administration has pushed its review of orforglipron, the company’s oral obesity treatment, from the originally expected February decision into April. Following the announcement, Lilly’s shares declined by approximately 3.8% in a single trading session. The FDA cited the need for additional data on long-term cardiovascular outcomes and manufacturing consistency. Analysts note that the four-month postponement extends the window for competing therapies to capture market share and could defer peak annual sales of orforglipron, previously projected to exceed $5 billion by 2030.

In January at the JPMorgan Healthcare Conference, Eli Lilly and Nvidia unveiled plans to co-develop a $1 billion research facility in California dedicated to AI-driven drug discovery. Over a five-year horizon, each company will allocate up to $500 million toward construction, staffing and high-performance computing infrastructure powered by Nvidia’s Vera Rubin GPUs. Lilly will house teams of medicinal chemists and bioinformatics experts alongside Nvidia AI researchers, with the goal of reducing candidate selection timelines by up to 30%. Management forecasts that insights generated by the lab could accelerate Lilly’s clinical pipeline entry by an average of six months per program.