A major pharmaceutical company (diabetes and weight-loss drugs) that uses AI in drug discovery.
| Indicator | Score | Band |
|---|---|---|
| Valuation premium vs fundamentals | 53 | AMBER (~48–58) |
| AI monetization gap | 45 | AMBER (~40–50) |
| Insider-Selling Intensity | 17 | GREEN (~15–20) |
| Operating leverage | 25 | GREEN (~20–30) |
| Debt / cash flow sustainability | 30 | GREEN (~25–35) |
| Organic demand sustainability | 57 | AMBER (~52–62) |
Q. The Insilico Medicine deal is $2.75B total — $115M upfront plus milestones. That number is larger than Lilly's FY2025 R&D spend on an entire quarter ($3.34B in Q2 2025 alone). Where is this deal in the 10-K?
A. It isn't. The sheet documents: 'Deal signed March 29, 2026 (after the FY2025 10-K period). NOT reflected in the FY2025 10-K. Verify via 8-K filed around March 2026.' The sheet also notes the $115M upfront is confirmed but the 8-K status is unconfirmed. The sheet explicitly flags this: 'Verify via 8-K filed around March 2026' is one of the ten architect verification items. A $2.75B milestone deal w
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 17.0/100 from the engine.
No discretionary (no-plan) open-market selling on the recent record — plan sales, gifts and awards stated as what they are.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Seymour Melissa | EVP, Global Quality | 2026-08-01 | Option exercise | — | — |
| Seymour Melissa | EVP, Global Quality | 2026-08-01 | Tax withholding | $504,004 | — |
| Sulzberger Gabrielle | Director | 2026-07-20 | Award | $4,958 | — |
| Luciano Juan R | Director | 2026-07-20 | Award | $15,917 | — |
| Fyrwald J Erik | Director | 2026-07-20 | Award | $9,917 | — |
| Alvarez Ralph | Director | 2026-07-20 | Award | $12,417 | — |
| Sulzberger Gabrielle | Director | 2026-06-15 | Award | $4,958 | — |
| Luciano Juan R | Director | 2026-06-15 | Award | $15,917 | — |
| Fyrwald J Erik | Director | 2026-06-15 | Award | $9,917 | — |
| Alvarez Ralph | Director | 2026-06-15 | Award | $12,417 | — |
| Yuffa Ilya | EVP&Pres, LLY USA&Glob | 2026-06-10 | Sale | $2,876,925 | 10b5-1 |
| Sulzberger Gabrielle | Director | 2026-05-18 | Award | $4,958 | — |
EDGAR Form 4, parsed structured · last 12 txns · asof 2026-08-08 · refreshes off the Form-4 event class
Pending analysis. not yet determined — on the follow-up ledger as of 2026-07-13. A dated commitment, not an apology.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.