Eli Lilly Finance

To lead financial excellence enabling life-changing medicines through strategic resource allocation and operational efficiency to transform global healthcare

Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

Sub organizations:

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Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To lead financial excellence enabling life-changing medicines through strategic resource allocation and operational efficiency to transform global healthcare

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Strengths

PORTFOLIO: Strong diabetes/obesity portfolio with Mounjaro/Zepbound (35% growth)
PIPELINE: Robust R&D pipeline with 18+ late-stage compounds
MARGINS: Industry-leading gross margins at 80%+ for key products
CASH: $13.2B cash reserve enabling strategic investments
TALENT: Experienced financial leadership team with pharma expertise

Weaknesses

CONCENTRATION: Revenue heavily dependent on Mounjaro/Zepbound success
MANUFACTURING: Supply constraints limiting full revenue potential
FORECASTING: Volatility in quarterly predictions affecting credibility
PRICING: Increasing price pressure from government legislation
SYSTEMS: Legacy financial systems hampering real-time decision making

Opportunities

EXPANSION: Geographic expansion in emerging markets (APAC, LatAm)
DIGITAL: Digital health integration creating new revenue streams
M&A: Strategic acquisitions to enhance pipeline diversity
ESG: Enhanced ESG initiatives improving investor relations
PARTNERSHIPS: Value-based payment models with major payers

Threats

COMPETITION: GLP-1 competitive landscape intensifying rapidly
REGULATION: Price regulation through IRA impacting long-term margins
PATENTS: Key patent expirations for established products
BIOSIMILARS: Growing biosimilar competition for legacy products
GEOPOLITICAL: Supply chain vulnerabilities from global conflicts

Key Priorities

INVESTMENT: Increase manufacturing capacity for GLP-1 products
DIVERSIFICATION: Reduce concentration risk through pipeline advancement
TECHNOLOGY: Modernize financial systems for real-time analytics
STRATEGY: Develop comprehensive pricing strategy for IRA impact

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No competitors available

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To lead financial excellence enabling life-changing medicines through strategic resource allocation and operational efficiency to transform global healthcare

GROWTH ENGINE

Maximize value from GLP-1 portfolio expansion

CAPACITY: Increase manufacturing output of Mounjaro/Zepbound by 45% by end of Q2 to eliminate supply constraints
FORECASTING: Implement AI-driven demand forecasting reducing variance to <5% for top 5 products by Q2 end
ALLOCATION: Optimize capital allocation model achieving 18% ROIC on manufacturing investments by Q3
METRICS: Establish real-time financial dashboard for GLP-1 metrics with daily updates and executive insights

RISK SHIELD

Diversify revenue streams beyond current portfolio

PIPELINE: Develop financial models for all Phase 3 assets calculating NPV with 90% confidence intervals
PARTNERSHIPS: Evaluate and propose 3 strategic partnership/acquisition targets to diversify portfolio
MARKETS: Expand financial support for 5 key emerging markets increasing allocation by 30%
SCENARIOS: Create robust scenario planning framework modeling IRA impact with quarterly updates

DIGITAL LEAP

Transform financial systems with cutting-edge tech

AUTOMATION: Implement financial process automation reducing manual work by 40% in top 5 processes
PLATFORM: Launch consolidated financial data platform integrating 100% of critical data sources
ANALYTICS: Deploy AI-driven financial analysis tools for 80% of management reporting
TRAINING: Complete digital finance training for 95% of finance organization by end of Q2

FUTURE PROOF

Prepare finance organization for next-gen challenges

TALENT: Recruit and onboard 5 specialized AI/ML experts within finance organization by Q2 end
GOVERNANCE: Implement comprehensive AI governance framework covering 100% of finance functions
WORKING CAPITAL: Optimize working capital reducing cash conversion cycle by 8 days
COMPLIANCE: Develop IRA impact mitigation strategy preserving 90% of affected product margins

METRICS

OPERATING MARGIN: 38% by end of 2025 (from 33% in 2023)
REVENUE GROWTH: 25% YoY growth for Q2 2025
ROIC: 22% for overall company investments (2% increase from 2023)

VALUES

Integrity
Excellence
Respect for People
Customer Focus
Innovation

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Align the learnings

Team retrospectives are powerful alignment tools that help identify friction points, capture key learnings, and create actionable improvements. This structured reflection process drives continuous team growth and effectiveness.

Eli Lilly Finance Retrospective

AI-Powered Insights

Claude

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Example Data Sources

2023 Annual Report and 10-K Filing
Q1 2024 Earnings Call Transcript
Investor Presentations from JP Morgan Healthcare Conference
FDA Approval Documents for Mounjaro and Zepbound
Industry Reports on GLP-1 Market Development
Press Releases on Manufacturing Capacity Expansion
Analyst Coverage from Morgan Stanley, Goldman Sachs, and SVB Securities

No competitors available

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To lead financial excellence enabling life-changing medicines through strategic resource allocation and operational efficiency to transform global healthcare

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What Went Well

REVENUE: Q1 2023 revenue exceeded expectations at $8.78B, up 26% YoY
PRODUCTS: Mounjaro/Zepbound sales reached $1.2B, far exceeding estimates
MARGINS: Gross margin expanded 210 basis points to 78.7% on product mix
COSTS: Operating expenses remained controlled at 47% of revenue
GUIDANCE: FY2023 EPS guidance raised from $11.75-$12.45 to $12.20-$12.90

Not So Well

MANUFACTURING: Supply constraints limiting full revenue potential for GLP-1s
LEGACY: Revenue decline of 8% in established products portfolio
INVENTORY: Higher than optimal inventory levels for certain products
FOREX: Currency headwinds impacted international revenue by $215M
EXPENSES: R&D expenses increased 24%, exceeding expected growth rate

Learnings

CAPACITY: Manufacturing capacity planning critical for high-demand products
FORECASTING: Need for better demand forecasting for flagship products
ALLOCATION: Strategic resource allocation vital between legacy and growth
HEDGING: Enhanced currency hedging strategies required for global expansion
INVESTMENT: Balanced approach needed between short-term profit and R&D

Action Items

CAPACITY: Accelerate capacity expansion for GLP-1 products by Q3 2023
ANALYTICS: Implement advanced analytics for better demand forecasting
PORTFOLIO: Develop strategic roadmap for legacy product optimization
HEDGING: Enhance currency risk management program for key markets
AUTOMATION: Deploy finance automation to reduce operational expense ratio

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No competitors available

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To lead financial excellence enabling life-changing medicines through strategic resource allocation and operational efficiency to transform global healthcare

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Strengths

DATA: Extensive proprietary clinical and financial datasets
INFRASTRUCTURE: Established cloud computing infrastructure
ANALYTICS: Advanced analytics capabilities within Finance team
LEADERSHIP: Executive commitment to AI transformation
PARTNERSHIPS: Strategic relationships with leading AI vendors

Weaknesses

TALENT: Insufficient specialized AI talent in Finance organization
INTEGRATION: Siloed data limiting cross-functional AI applications
GOVERNANCE: Underdeveloped AI governance and compliance framework
ADOPTION: Inconsistent adoption of AI tools across finance team
LEGACY: Legacy systems limiting AI implementation velocity

Opportunities

FORECASTING: AI-enhanced revenue/expense forecasting precision
AUTOMATION: Financial process automation reducing operational costs
INSIGHTS: AI-driven competitive intelligence for strategic planning
OPTIMIZATION: Working capital optimization through predictive models
PREDICTIVE: Enhanced predictive analytics for clinical trial economics

Threats

SECURITY: Data security vulnerabilities with expanded AI usage
COMPETITION: Competitors accelerating AI finance transformation
REGULATION: Evolving regulatory requirements for AI in healthcare
QUALITY: Data quality issues compromising AI model effectiveness
INVESTMENT: High implementation costs diverting from core R&D

Key Priorities

TALENT: Build specialized AI team within finance organization
INTEGRATION: Implement cross-functional data integration platform
AUTOMATION: Prioritize high-impact financial process automation
GOVERNANCE: Develop comprehensive AI governance framework

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AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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