# If Lilly (Eli) moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/lilly-eli · Facet: ripple · Updated: 2026-10-09T16:08:03.721+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Lilly (Eli) is directly linked to 8 companies (5 supply, 3 revenue relationships) and reaches 15 companies within two hops; the links are backed by 15 dated sources, 4 of them primary filings (as of 2026-10-09).

Lilly (Eli) operates across S&P 500, Pharma, GLP-1 supercycle leader. It is +7.5% in 2026. The stock (+7.5%) and its supply side (avg -63.9%) are moving in step. The next re-rating trigger is oral GLP-1 orforglipron (2026 launch), which relaxes injectable limits and re-expands the addressable market.

## Demand chain (leading)
- T1 Cardinal Health, Inc. (https://valuechain.wiki/cardinal-health.md)
- T2 CVS Health (https://valuechain.wiki/cvs-health.md)
- T3 Elevance Health, Inc. (https://valuechain.wiki/elevance-health.md)
- T1 McKesson Corporation (https://valuechain.wiki/mckesson.md)
- T2 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T1 Cencora, Inc. (https://valuechain.wiki/cencora.md)

## Supply chain (benefiting)
- T1 ABL Bio (https://valuechain.wiki/abl-bio.md)
- T2 Bristol-Myers Squibb Company (https://valuechain.wiki/bristol-myers-squibb.md)
- T3 Samsung Biologics (https://valuechain.wiki/samsung-biologics.md)
- T1 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T2 Amazon (https://valuechain.wiki/amazon.md)
- T3 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Seagate Technology (https://valuechain.wiki/seagate.md)
- T3 Credo Technology (https://valuechain.wiki/credo.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Marvell (https://valuechain.wiki/marvell.md)
- T3 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T3 SanDisk (https://valuechain.wiki/sandisk.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Arista Networks (https://valuechain.wiki/arista.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T3 IonQ (https://valuechain.wiki/ionq.md)
- T3 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T3 D-Wave Quantum (https://valuechain.wiki/d-wave.md)
- T3 Eaton (https://valuechain.wiki/eaton.md)
- T3 Schneider Electric (https://valuechain.wiki/schneider-electric.md)
- T3 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 Vistra (https://valuechain.wiki/vistra.md)
- T3 Quantum Computing Inc (https://valuechain.wiki/qubt.md)
- T3 Talen Energy (https://valuechain.wiki/talen-energy.md)
- T3 Ciena (https://valuechain.wiki/ciena.md)
- T3 Corning (https://valuechain.wiki/corning.md)
- T3 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T3 Globalstar (https://valuechain.wiki/globalstar.md)
- T3 Cummins (https://valuechain.wiki/cummins.md)
- T3 ABB (https://valuechain.wiki/abb.md)
- T3 Caterpillar (https://valuechain.wiki/caterpillar.md)
- T3 Celestica (https://valuechain.wiki/celestica.md)
- T3 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T3 Nike (https://valuechain.wiki/nike.md)
- T3 Amorepacific (https://valuechain.wiki/amorepacific.md)
- T3 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T3 ArianeGroup (https://valuechain.wiki/arianegroup.md)
- T3 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T3 Jabil (https://valuechain.wiki/jabil.md)
- T3 Exelon (https://valuechain.wiki/exelon.md)
- T3 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T3 United Parcel Service, Inc. (https://valuechain.wiki/united-parcel-service.md)
- T3 FedEx (https://valuechain.wiki/fedex.md)
- T3 Colgate-Palmolive Company (https://valuechain.wiki/colgate-palmolive.md)
- T3 Norfolk Southern (https://valuechain.wiki/norfolk-southern.md)
- T3 Occidental Petroleum (https://valuechain.wiki/occidental-petroleum.md)
- T3 Entergy (https://valuechain.wiki/entergy.md)
- T3 The Estée Lauder Companies Inc. (https://valuechain.wiki/est-e-lauder-companies.md)
- T3 Ameren Corporation (https://valuechain.wiki/ameren.md)
- T3 Church & Dwight Co., Inc. (https://valuechain.wiki/church-dwight.md)
- T3 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T2 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T1 Incyte Corporation (https://valuechain.wiki/incyte.md)
- T2 BlackRock (https://valuechain.wiki/blackrock.md)
- T3 Ross Stores (https://valuechain.wiki/ross-stores.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Altria Group, Inc. (https://valuechain.wiki/altria.md)
- T3 Marathon Petroleum Corporation (https://valuechain.wiki/marathon-petroleum.md)
- T3 Elevance Health, Inc. (https://valuechain.wiki/elevance-health.md)
- T3 Targa Resources Corp. (https://valuechain.wiki/targa-resources.md)
- T3 ONEOK, Inc. (https://valuechain.wiki/oneok.md)
- T3 Edwards Lifesciences Corporation (https://valuechain.wiki/edwards-lifesciences.md)
- T3 Public Service Enterprise Group Incorporated (https://valuechain.wiki/public-service-enterprise-group.md)
- T3 Old Dominion Freight Line, Inc. (https://valuechain.wiki/old-dominion.md)
- T3 Zoetis Inc. (https://valuechain.wiki/zoetis.md)
- T3 American Water Works (https://valuechain.wiki/american-water-works.md)
- T3 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)
- T3 Edison International (https://valuechain.wiki/edison-international.md)
- T1 West Pharmaceutical Services (https://valuechain.wiki/west-pharmaceutical-services.md)
- T2 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T3 Yokogawa Electric (https://valuechain.wiki/yokogawa-electric.md)
- T3 Baker Hughes Company (https://valuechain.wiki/baker-hughes.md)
- T3 Air Liquide (https://valuechain.wiki/air-liquide.md)
- T3 Schlumberger (https://valuechain.wiki/schlumberger.md)
- T3 Kinder Morgan, Inc. (https://valuechain.wiki/kinder-morgan.md)
- T3 Honeywell Technologies (https://valuechain.wiki/honeywell-technologies.md)
- T3 Texas Pacific Land Corporation (https://valuechain.wiki/texas-pacific-land.md)
- T1 AbCellera Biologics (https://valuechain.wiki/abcellera.md)

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Full node: https://valuechain.wiki/lilly-eli.md · JSON: https://valuechain.wiki/lilly-eli.json