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2026-07-06 23:34 2mo ago
2026-07-06 18:46 2mo ago
Eli Lilly klesá před výsledky, očekává se EPS 8,98 USD
LLY Eli Lilly & Co
FMP Stock News 72
Original source text
In the latest trading session, Eli Lilly (LLY - Free Report) closed at $1,200.06, marking a -1.14% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.72% for the day. Meanwhile, the Dow experienced a rise of 0.3%, and the technology-dominated Nasdaq saw an increase of 1.12%.

Shares of the drugmaker have appreciated by 7.29% over the course of the past month, underperforming the Medical sector's gain of 12.48%, and outperforming the S&P 500's loss of 0.9%.

The upcoming earnings release of Eli Lilly will be of great interest to investors. The company's upcoming EPS is projected at $8.98, signifying a 42.31% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $20.28 billion, indicating a 30.34% increase compared to the same quarter of the previous year.

For the full year, the Zacks Consensus Estimates are projecting earnings of $35.6 per share and revenue of $85.73 billion, which would represent changes of +47.05% and +31.53%, respectively, from the prior year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Eli Lilly. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, there's been a 0.18% fall in the Zacks Consensus EPS estimate. Right now, Eli Lilly possesses a Zacks Rank of #3 (Hold).

In terms of valuation, Eli Lilly is currently trading at a Forward P/E ratio of 34.1. This indicates a premium in contrast to its industry's Forward P/E of 16.26.

Meanwhile, LLY's PEG ratio is currently 1.51. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Large Cap Pharmaceuticals industry had an average PEG ratio of 2.73 as trading concluded yesterday.

The Large Cap Pharmaceuticals industry is part of the Medical sector. With its current Zacks Industry Rank of 107, this industry ranks in the top 44% of all industries, numbering over 250.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
2026-07-01 19:01 2mo ago
2026-07-01 13:18 2mo ago
Eli Lilly zvýšila výhled tržeb i EPS po silném čtvrtletí
LLY Eli Lilly & Co
FMP Stock News 78
Original source text
Our 24/7 Wall St. price target for Eli Lilly (NYSE:LLY | LLY Price Prediction) is $1,349.37, pointing to 12.5% upside from a recent price of $1,199.43. We rate LLY a buy with a 90% confidence score. The GLP-1 franchise is compounding faster than the market appreciated last spring, and Foundayo just opened a scalable oral channel to more than 1 billion people globally.

Metric Value Current Price $1,199.43 24/7 Wall St. Price Target $1,349.37 Upside 12.5% Recommendation BUY Confidence Level 90% A Recovery Rally Built on Foundayo and a Q1 Blowout Lilly has been one of 2026’s cleanest turnaround stories. Shares are up 8.34% in the past week, 8.55% over the past month, and 11.99% year-to-date, after climbing off an August 2025 low near $701. The stock now sits about 1% from its 52-week high of $1,238.

Q1 2026 lit the fuse. Revenue of $19.799 billion grew 55.5% year over year, and non-GAAP EPS of $8.55 beat consensus by 25.88%. Mounjaro delivered $8.662 billion (125% growth), Zepbound added $4.160 billion, and management raised full-year revenue guidance to $82 billion to $85 billion with EPS of $35.50 to $37.

The Case for $1,400+: Why Bulls See a Breakout Ahead Our bull case target is $1,409.34, a 17.5% return. The engine is the incretin franchise. Combined Mounjaro and Zepbound revenue hit $12.8 billion in Q1, and international volume grew 81%.

Foundayo, the first oral GLP-1 with no food or water restrictions, is already tracking with 80% of prescriptions going to new-to-class patients, expanding the market rather than cannibalizing injectables.

Retatrutide’s Phase III diabetes readout showed 11.1 to 16.6 kilograms of weight loss, and the pipeline runs 42 active Phase III programs. Wall Street’s consensus target sits at $1,222.62, with 24 Buy ratings.

The Risks Worth Watching Our bear case is $1,111.80, a 7.31% pullback. Realized prices fell 13% in Q1 as rebates, Zepbound cash-pay cuts, and China’s NRDL inclusion took bites out of net revenue.

Bulls will counter that volume grew 65% and gross margin still landed at 82.6%, so unit economics remain excellent. Insider activity leaned toward selling with 15 recent transactions, though heavy investment in four acquisitions and $584 million in IPR&D charges are cash going into future growth, not fundamental deterioration. Novo Nordisk competition and potential pharmaceutical tariffs remain overhangs.

The Bottom Line: A BUY Rating on Lilly My 24/7 Wall St. price target is $1,349.37, a buy with 90% confidence. The tipping factor is the guidance raise: management moved both revenue and EPS ranges higher after just one quarter, and Foundayo contribution is barely in the numbers yet.

The setup strengthens if Foundayo’s Q3 DTC launch drives another guidance hike. The thesis weakens if pharmaceutical tariffs materialize or Q2 price erosion accelerates beyond the low-to-mid teens management has guided.

Looking further ahead, here is where our model projects Lilly could trade if current growth and margin trajectories hold.

Year 24/7 Wall St. Price Target 2026 (year-end) $1,263.70 2027 $1,349.37 2030 $1,798 These projections assume Lilly sustains GLP-1 leadership, executes the Foundayo global rollout, and its 42 Phase III programs deliver meaningful pipeline conversion. Significant upside could come from retatrutide approval; downside risk stems from patent-cliff exposure and accelerating biosimilar competition later in the decade.

Contact [email protected] for any questions or corrections.
2026-06-30 04:43 2mo ago
2026-06-30 00:00 2mo ago
Innovent získá práva na Verzenios v pevninské Číně
LLY Eli Lilly & Co
FMP Stock News 78
Original source text
, /PRNewswire/ -- Innovent Biologics, Inc. ("Innovent") (HKEX: 01801), a world-class biopharmaceutical company that develops, manufactures, and commercializes high-quality medicines for the treatment of oncology, autoimmune, cardiovascular and metabolic, ophthalmology and other major disease areas, and Eli Lilly and Company (NYSE: LLY) today jointly announced that they have entered into a distribution and promotion agreement regarding Lilly's CDK4 & 6 inhibitor Verzenios® (abemaciclib) in mainland China:

Innovent will be responsible for the importation, marketing, distribution and promotion of Verzenios® (abemaciclib) in mainland China; Lilly will continue to be responsible for manufacturing, supply, and development for the product. Verzenios® (abemaciclib), developed by Lilly, is a CDK4 & 6 inhibitor that has been approved in China for multiple indications, including:

(1) Early Breast Cancer: in combination with endocrine therapy (tamoxifen or an aromatase inhibitor) for the adjuvant treatment of adult patients with hormone receptor (HR)-positive, human epidermal growth factor receptor 2 (HER2)-negative, node-positive early breast cancer at high risk of recurrence.
(2) Locally Advanced or Metastatic Breast Cancer:
a) For the treatment of hormone receptor (HR)-positive, human epidermal growth factor receptor 2 (HER2)-negative locally advanced or metastatic breast cancer:

In combination with an aromatase inhibitor as initial endocrine-based therapy in postmenopausal women. In combination with fulvestrant for patients who have experienced disease progression following prior endocrine therapy. b) In combination with imlunestrant: for the treatment of adult patients with estrogen receptor (ER)-positive, HER2-negative, ESR1-mutated locally advanced or metastatic breast cancer who have previously received endocrine therapy.

The product was included in the National Reimbursement Drug List (NRDL) Class B in 2021, becoming the first CDK4 & 6 inhibitor covered by national reimbursement in China. In 2025, it successfully renewed its NRDL listing, achieving full coverage across both early and advanced breast cancer indications.

Under the agreement, Innovent will hold sole commercialization rights for Verzenios® (abemaciclib) in mainland China, while Lilly, as the Marketing Authorization Holder (MAH), will continue to be responsible for manufacturing, supply, and ongoing product development. This collaboration combines Innovent's experienced oncology commercialization team and extensive market reach in China with Lilly's expertise in innovative medicine development and lifecycle management, further enhancing access to this important therapy and benefiting more breast cancer patients across the country.

Dr. Michael Yu, Founder, Chairman of the Board and CEO of Innovent, stated: "We are delighted to further deepen our strategic partnership with Lilly through this eighth collaboration, bringing the number of our partnered, on-market products in China to seven. This also marks the 19th product in Innovent's portfolio. Enhancing patient access to high-quality, innovative medicines has always been at the core of Innovent's mission. Leveraging our established commercial infrastructure and strong market presence in China, we remain focused on addressing critical unmet needs in major oncology indications. Breast cancer, one of the most prevalent and life–threatening malignancies among women, is a strategic priority within Innovent's oncology portfolio. Through this commercial collaboration with Lilly on Verzenios® (abemaciclib) – backed by its robust clinical efficacy, comprehensive labeled indications and national reimbursement coverage – we are expanding our presence in this area, laying a solid foundation for our pipeline development and market expansion deliver lasting benefits to patients in breast cancer."

Huzur Devletsah, Lilly Group Vice President and China General Manager, said: "For 150 years, Lilly has remained committed to putting health above all, advancing human health through scientific innovation and expanding access through collaboration. This agreement for Verzenios® (abemaciclib) is an important step in strengthening patient access in China, combining Lilly's global R&D expertise with Innovent's commercialization capabilities in China. Looking ahead, Lilly will continue to advance its oncology efforts in China. Since the beginning of this year, we have secured approvals for one new medicine (with two indications) and two new additional indications for on market products in China, including Inluriyo®, which has become the first and currently only approved precision therapy in China only targeting ESR1-mutated advanced breast cancer, accelerating the introduction of globally innovative therapies and addressing unmet medical needs."

About Innovent
Innovent is a leading biopharmaceutical company founded in 2011 with the mission to empower patients worldwide with affordable, high-quality biopharmaceuticals. The company discovers, develops, manufactures and commercializes innovative medicines that target some of the most intractable diseases. Its pioneering therapies treat cancer, cardiovascular and metabolic, autoimmune and eye diseases. Innovent has launched 19 products in the market. It has 1 asset in NMPA NDA review, 5 assets in Phase 3 or pivotal clinical trials and 14 more molecules in early clinical stage. Innovent partners with over 30 global healthcare companies, including Lilly, Takeda, Pfizer, Roche, Sanofi, Incyte, LG Chem and MD Anderson Cancer Center.

Guided by the motto, "Start with Integrity, Succeed through Action" Innovent maintains the highest standard of industry practices and works collaboratively to advance the biopharmaceutical industry so that first-rate pharmaceutical drugs can become widely accessible. For more information, visit www.innoventbio.com, or follow Innovent on Facebook and LinkedIn. 

Statement:
1) Innovent does not recommend the use of any unapproved drug (s)/indication (s).
2) Ramucirumab (Cyramza) and Selpercatinib (Retsevmo), Pirtobrutinib (Jaypirca) and abemaciclib (Verzenios) were developed by Eli Lilly and Company.
Disclaimer: Innovent does not recommend any off-label usage.

About Lilly 
Lilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable.

Forward-Looking Statements of Innovent Biologics
This news release may contain certain forward-looking statements that are, by their nature, subject to significant risks and uncertainties. The words "anticipate", "believe", "estimate", "expect", "intend" and similar expressions, as they relate to Innovent, are intended to identify certain of such forward-looking statements. Innovent does not intend to update these forward-looking statements regularly.

These forward-looking statements are based on the existing beliefs, assumptions, expectations, estimates, projections and understandings of the management of Innovent with respect to future events at the time these statements are made. These statements are not a guarantee of future developments and are subject to risks, uncertainties and other factors, some of which are beyond Innovent's control and are difficult to predict. Consequently, actual results may differ materially from information contained in the forward-looking statements as a result of future changes or developments in our business, Innovent's competitive environment and political, economic, legal and social conditions.

SOURCE Innovent Biologics
2026-06-29 23:56 2mo ago
2026-06-29 18:46 2mo ago
Eli Lilly roste před výsledky, čeká se silné EPS
LLY Eli Lilly & Co
FMP Stock News 72
Original source text
Eli Lilly (LLY - Free Report) ended the recent trading session at $1,229.93, demonstrating a +1.81% change from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 1.18%. Elsewhere, the Dow saw an upswing of 0.59%, while the tech-heavy Nasdaq appreciated by 2.07%.

Heading into today, shares of the drugmaker had gained 9.33% over the past month, outpacing the Medical sector's gain of 7.96% and the S&P 500's loss of 2.9%.

The upcoming earnings release of Eli Lilly will be of great interest to investors. The company is expected to report EPS of $9.01, up 42.79% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $20.44 billion, showing a 31.39% escalation compared to the year-ago quarter.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $35.67 per share and revenue of $85.6 billion. These totals would mark changes of +47.34% and +31.33%, respectively, from last year.

Investors should also note any recent changes to analyst estimates for Eli Lilly. These revisions help to show the ever-changing nature of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.02% higher. As of now, Eli Lilly holds a Zacks Rank of #3 (Hold).

In the context of valuation, Eli Lilly is at present trading with a Forward P/E ratio of 33.87. This denotes a premium relative to the industry average Forward P/E of 15.73.

Investors should also note that LLY has a PEG ratio of 1.33 right now. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Large Cap Pharmaceuticals industry currently had an average PEG ratio of 2.74 as of yesterday's close.

The Large Cap Pharmaceuticals industry is part of the Medical sector. This industry currently has a Zacks Industry Rank of 92, which puts it in the top 38% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
2026-06-29 19:02 2mo ago
2026-06-29 14:50 2mo ago
FDA zrychlí schvalování výrobních závodů Eli Lilly a Regeneron
LLY Eli Lilly & Co
FMP Stock News 86
Original source text
Eli Lilly and Regeneron are among the first seven companies the U.S. Food and Drug Administration selected for a pilot program designed to accelerate reviews of new domestic pharmaceutical manufacturing facilities, CNBC has learned.

Lilly, Regeneron, Amneal, Cellares, Fujifilm Biotechnologies, Kriya Therapeutics and Kyowa Kirin are the first companies that will participate in the FDA's PreCheck pilot program, according to FDA spokesperson Benjamin Nichols. The initiative will allow regulators to start reviewing new manufacturing facilities while they're under construction to catch and correct any issues, which the FDA estimates could save companies up to 14 months.

Producing more drugs domestically has been a priority for the Trump administration. The initial recipients range from the most valuable healthcare company in the world to closely held biotechs developing gene therapies. The majority of them plan to make biologic drugs or genetic medicines, which involve more complex manufacturing than the pills most Americans know best.

To be eligible for the PreCheck program, companies needed to build a new manufacturing facility capable of making drugs that would address a market supply gap or improve access to therapies for unmet medical needs. Only drugs that rely on the facility will be covered by the program.

For example, the FDA selected Lilly's Lebanon, Indiana, facility that will make the main ingredients of GLP-1 pills and shots. Lilly said it's "evaluating how PreCheck and related regulatory improvements may impact the facility's timeline and will continue to work closely with FDA to support the program's success."

The $2 billion Saratoga Springs, New York, site that Regeneron announced last fall was also chosen. In a statement, Regeneron CEO Leonard Schleifer said Regeneron has invested in U.S. biologics manufacturing and advocated for increased focus on domestic production of medicines.

"We're pleased to see programs like the FDA's PreCheck Pilot Program that encourage collaboration between innovators and regulators to build next generation manufacturing capabilities and strengthen America's biopharmaceutical industry," he said.

Another recipient is Fujfilm Biotechnologies' new facility in Holly Springs, North Carolina. The contract manufacturer opened the site last year. It's already making monoclonal antibodies for customers Regeneron and Johnson & Johnson, and will produce them for other customers as more parts of the site open in 2027 and 2028.

The PreCheck program includes two components: facility readiness, where the FDA gives the companies technical guidance before the site opens, and application submission, where participants can get more hands-on feedback from the FDA and expedited inspections and facility evaluation.

Fujifilm said it expects the operational readiness review before the end of the year thanks to the expedited process. And it expects the program will allow its customers to explore faster approval pathways with the FDA.

Initial participants in the FDA's PreCheck pilot program

Amneal Pharmaceuticals: Amneal's facility in New York that will make small molecule sterile liquid products for pain management, respiratory and ophthalmic diseasesCellares: Cellares' facility in New Jersey that will manufacture cell-based gene therapies for oncology and hematology diseasesEli Lilly: Eli Lilly's Indiana facility that will make the main ingredients of GLP-1 pills and shotsFujifilm Biotechnologies: Fujifilm's facility in North Carolina that will produce monoclonal antibodies Kriya Therapeutics: Kriya's facility North Carolina that will manufacture AAV-based gene therapies for chronic diseasesKyowa Kirin: Kyowa's facility in North Carolina that will manufacture biologics for rare diseases.Regeneron: Regeneron's facility in New York that will produce biologic drug substance, sterile injectables and protein therapeutics for multiple diseases
2026-06-29 16:39 2mo ago
2026-06-29 10:31 2mo ago
Eli Lilly na historickém maximu po podpoře pro Jaypirca a cenách Medicare
LLY Eli Lilly & Co
FMP Stock News 86
Original source text
Key Takeaways Eli Lilly reached an all-time high after Jaypirca's positive CHMP opinion and Medicare pricing updates.LLY's Jaypirca label expansion filing now heads to the EC after CHMP backed broader CLL use.Eli Lilly will offer eligible Medicare Part D patients Zepbound and Foundayo for $50 monthly. Shares of Eli Lilly (LLY - Free Report) rose more than 7% on Friday after the company announced several positive developments related to its marketed products.

An EMA advisory committee recommended approving the company’s filing seeking label expansion for the oncology drug Jaypirca (pirtobrutinib) to treat adults with chronic lymphocytic leukemia (CLL) across all lines of therapy.

The momentum was further boosted after Lilly announced that its popular obesity drugs, Zepbound and Foundayo, will be available via Medicare for $50 per month starting from July 1, 2026.

LLY Stock PerformanceFollowing these announcements, Lilly's shares climbed to an all-time high of $1,215.76. While neither development materially changes the company's near-term outlook, both strengthen its long-term growth prospects. Expanded Medicare access to its obesity drugs could improve patient affordability and support continued growth for its blockbuster metabolic franchise. Meanwhile, the positive recommendation for Jaypirca not only strengthens Lilly's oncology portfolio but also diversifies its growth across therapeutic areas.

Year to date, the stock has risen 12.4% compared with the industry’s 11.6% growth.

Image Source: Zacks Investment Research

CHMP Backs Lilly’s Filing for Jaypirca Label ExpansionJaypirca is currently approved in the European Union to treat adult patients with relapsed or refractory CLL who have been previously treated with a BTK inhibitor. The latest CHMP opinion supports expanding its use to adults with CLL across all lines of therapy, regardless of prior BTK inhibitor treatment, significantly broadening the drug's potential patient population.

Lilly’s regulatory filing has now been referred to the European Commission (“EC”), with a final decision expected within the next one to two months. While the EC is not obligated to follow the CHMP's recommendation, it generally does.

The positive opinion is supported by positive data from two late-stage studies. One study evaluated Jaypirca against a chemoimmunotherapy regimen (bendamustine plus rituximab) in treatment-naïve CLL patients. The other compared Lilly’s cancer pill with AbbVie’s (ABBV - Free Report) /J&J’s (JNJ - Free Report) Imbruvica (ibrutinib) in treatment-naïve patients as well as previously treated patients who were BTK inhibitor-naïve. A similar regulatory filing is also under review with the FDA, with a final decision expected before this year’s end.

Medicare Access Expands Reach of Lilly's Obesity DrugsLilly also announced that eligible Medicare Part D beneficiaries prescribed Zepbound or Foundayo for obesity will be able to access the medicines for $50 per month starting next month. The initiative is aimed at improving affordability and expanding access to the company's two obesity drugs, the once-weekly injection Zepbound and daily pill Foundayo.

The move could further strengthen Lilly's competitive position against Novo Nordisk (NVO - Free Report) , which markets Wegovy in both injectable and oral formulations. While Lilly's obesity therapies have demonstrated superior efficacy in clinical studies, NVO's Wegovy products have a longer commercial track record and a well-established safety and tolerability profile. By improving affordability for Medicare beneficiaries, Lilly could further expand the reach of its obesity franchise in an increasingly competitive market. The company estimates that 20 million Medicare patients could meet clinical criteria for obesity medicines.

LLY Zacks RankEli Lilly currently carries a Zacks Rank #3 (Hold).You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-06-26 12:06 2mo ago
2026-06-26 07:16 2mo ago
CHMP doporučil Jaypirca pro CLL v celé EU
LLY Eli Lilly & Co
FMP Stock News 86
Original source text
The positive opinion is based on results from the Phase 3 BRUIN CLL-313 and BRUIN CLL-314 trials, previously presented at the 2025 American Society of Hematology Annual Meeting and published in The Journal of Clinical Oncology

BRUIN CLL-313 is the first Phase 3 study to evaluate a non-covalent BTK inhibitor exclusively in patients with treatment-naïve CLL and BRUIN CLL-314 is the first Phase 3 CLL trial to compare non-covalent and covalent BTK inhibitors, as well as the first to compare any BTK inhibitors in the treatment-naïve setting

If granted marketing authorization, this would expand pirtobrutinib's indication as a treatment option for patients with CLL in the European Union across all lines of therapy

, /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced that the European Medicines Agency's (EMA) Committee for Medicinal Products for Human Use (CHMP) has issued a positive opinion for Jaypirca (pirtobrutinib), a non-covalent Bruton tyrosine kinase (BTK) inhibitor, for the treatment of adults with chronic lymphocytic leukemia (CLL) across all lines of therapy and regardless of prior BTK inhibitor treatment. Following this positive opinion, the application is now referred to the European Commission for final action. The European Commission's decision is expected in the next one to two months. 

"Results from BRUIN CLL-313 and BRUIN CLL-314 provide compelling evidence that pirtobrutinib can make a meaningful difference for people living with CLL across multiple lines of therapy," said Paolo Ghia, M.D., professor, medical oncology, Università Vita-Salute San Raffaele and IRCCS Ospedale San Raffaele, Milano, Italy. "The strong efficacy and tolerability demonstrated in these trials underscores the clinical value pirtobrutinib may offer patients. This positive opinion from the CHMP is an exciting and significant milestone, bringing us closer to a future where pirtobrutinib is an option for more people with CLL across the European Union."

Results from BRUIN CLL-313 and BRUIN CLL-314 were presented at the American Society of Hematology (ASH) Annual Meeting and Exposition in December 2025 and published in The Journal of Clinical Oncology.

"Based on the strong results from the BRUIN CLL-313 and CLL-314 studies, we believe Jaypirca has the potential to serve as a meaningful new option for newly diagnosed patients and those who have not yet received a BTK inhibitor," said Jacob Van Naarden, executive vice president and president of Lilly Oncology. "Thanks to the impact of contemporary CLL treatments, many patients may receive fewer lines of therapy over their lifetime, making treatment choices in earlier lines profoundly important. This CHMP opinion represents a step toward an important global approval for Jaypirca in this indication and reflects our ambition to make Jaypirca available to every CLL patient who may benefit, at any line of therapy. Today, we are on the brink of making that a reality across the European Union as we await the European Commission's final decision."

Lilly has also submitted these results to the U.S. Food and Drug Administration (FDA) for approval for adult patients with CLL, with a decision expected in the second half of 2026.

About BRUIN CLL-313
BRUIN CLL-313 is a Phase 3, global, randomized, open-label study of pirtobrutinib versus chemoimmunotherapy (BR) in people with CLL/SLL without 17p deletions who have not been previously treated. The trial enrolled 282 patients who were randomized 1:1 to receive pirtobrutinib (200 mg orally, once daily) or BR per labeled doses. BR is a chemoimmunotherapy regimen used in the treatment of CLL. The primary endpoint is PFS as assessed by blinded IRC. Secondary endpoints include investigator and IRC assessed ORR, duration of response (DoR), and PFS, OS, time to next treatment (TTNT), safety and tolerability and patient-reported outcomes (PRO). 

About BRUIN CLL-314
BRUIN CLL-314 is a Phase 3, randomized, open-label study of Jaypirca (pirtobrutinib) versus Imbruvica (ibrutinib) in patients with CLL/SLL who were either treatment-naïve, or who were previously treated and were BTK inhibitor-naïve. The trial enrolled 662 patients who were randomized 1:1 to receive pirtobrutinib (200 mg orally, once daily) or ibrutinib (420 mg orally, once daily). The primary endpoint is ORR as assessed by blinded IRC. Secondary endpoints include investigator and IRC-assessed PFS, duration of response (DoR) and event-free survival (EFS), and time to next treatment (TTNT), OS, safety and tolerability, and patient-reported outcomes (PRO).

About Jaypirca (pirtobrutinib)
Jaypirca (pirtobrutinib, formerly known as LOXO-305) (pronounced jay-pihr-kaa) is a highly selective (300 times more selective for BTK versus 98% of other kinases tested in preclinical studies), non-covalent inhibitor of the enzyme BTK.1 BTK is a validated molecular target found across numerous B-cell leukemias and lymphomas including mantle cell lymphoma (MCL) and chronic lymphocytic leukemia (CLL).2,3 Jaypirca is a U.S. FDA-approved oral prescription medicine, 100 mg or 50 mg tablets taken as a once-daily 200 mg dose with or without food until disease progression or unacceptable toxicity.

About Chronic Lymphocytic Leukemia (CLL)
CLL is a form of slow-growing non-Hodgkin lymphoma that develops from white blood cells known as lymphocytes.4,5 CLL is one of the most common types of leukemia in adults.6  There are roughly 100,000 new cases of CLL globally each year, and the overall incidence of CLL in Europe is approximately 4.92 cases per 100,000 persons per year.6,7  In CLL, the cancer cells are present in the blood.6

INDICATIONS FOR JAYPIRCA (pirtobrutinib) (in the United States)

Adult patients with relapsed or refractory chronic lymphocytic leukemia or small lymphocytic lymphoma (CLL/SLL) who have previously been treated with a covalent BTK inhibitor. Adult patients with relapsed or refractory (R/R) mantle cell lymphoma (MCL) after at least two lines of systemic therapy, including a BTK inhibitor. This indication is approved under accelerated approval based on response rate. Continued approval for this indication may be contingent upon verification and description of clinical trial benefit in a confirmatory trial. IMPORTANT SAFETY INFORMATION FOR JAYPIRCA (pirtobrutinib)

Infections: Fatal and serious infections (including bacterial, viral, fungal) and opportunistic infections occurred in Jaypirca-treated patients. Across clinical trials, Grade ≥3 infections occurred (25%), most commonly pneumonia (20%); fatal infections (5%), sepsis (6%), and febrile neutropenia (3.8%) occurred. In patients with CLL/SLL, Grade ≥3 infections occurred (32%), with fatal infections occurring in 8%. Opportunistic infections included Pneumocystis jirovecii pneumonia and fungal infection. Consider prophylaxis, including vaccinations and antimicrobial prophylaxis, in patients at increased risk for infection, including opportunistic infections. Monitor for signs and symptoms, evaluate, and treat. Based on severity, reduce dose, temporarily withhold, or permanently discontinue Jaypirca.

Hemorrhage: Fatal and serious hemorrhage has occurred with Jaypirca. Across clinical trials, major hemorrhage (Grade ≥3 bleeding or any central nervous system bleeding) occurred (2.6%), including gastrointestinal hemorrhage; fatal hemorrhage occurred (0.3%). Bleeding of any grade, excluding bruising and petechiae, occurred (16%). Major hemorrhage occurred when taking Jaypirca with (2.0%) and without (0.6%) antithrombotic agents. Consider risks/benefits of co-administering antithrombotic agents with Jaypirca. Monitor for signs of bleeding. Based on severity, reduce dose, temporarily withhold, or permanently discontinue Jaypirca. Consider withholding Jaypirca 3-7 days pre- and post-surgery based on surgery type and bleeding risk.

Cytopenias: Jaypirca can cause cytopenias, including neutropenia, thrombocytopenia, and anemia. Across clinical trials, Grade 3 or 4 cytopenias, including decreased neutrophils (27%), decreased platelets (13%), and decreased hemoglobin (11%), developed. Grade 4 decreased neutrophils (15%) and Grade 4 decreased platelets (6%) developed. Monitor complete blood counts regularly. Based on severity, reduce dose, temporarily withhold, or permanently discontinue Jaypirca.

Cardiac Arrhythmias: Cardiac arrhythmias occurred in patients taking Jaypirca. Across clinical trials, atrial fibrillation or flutter were reported in 3.4% of Jaypirca treated patients, with Grade 3 or 4 atrial fibrillation or flutter in 1.6%. Other serious cardiac arrhythmias such as supraventricular tachycardia and cardiac arrest occurred (0.4%). Cardiac risk factors such as hypertension or previous arrhythmias may increase risk. Monitor and manage signs and symptoms of arrhythmias (e.g., palpitations, dizziness, syncope, dyspnea). Based on severity, reduce dose, temporarily withhold, or permanently discontinue Jaypirca.

Second Primary Malignancies: Across clinical trials, second primary malignancies, including non-skin carcinomas, developed in 9% of Jaypirca-treated patients, most frequently non-melanoma skin cancer (4.4%). Other second primary malignancies included solid tumors (including genitourinary and breast cancers) and melanoma. Advise patients to use sun protection and monitor for development of second primary malignancies.

Hepatotoxicity, Including Drug-Induced Liver Injury (DILI): Hepatotoxicity, including severe, life-threatening, and potentially fatal cases of DILI, has occurred in patients treated with BTK inhibitors, including Jaypirca. Evaluate bilirubin and transaminases at baseline and throughout Jaypirca treatment. For patients who develop abnormal liver tests after Jaypirca, monitor more frequently for liver test abnormalities and clinical signs and symptoms of hepatic toxicity. If DILI is suspected, withhold Jaypirca. If DILI is confirmed, discontinue Jaypirca.

Embryo-Fetal Toxicity: Jaypirca can cause fetal harm. Administration of pirtobrutinib to pregnant rats caused embryo-fetal toxicity, including embryo-fetal mortality and malformations at maternal exposures (AUC) approximately 3-times the recommended 200 mg/day dose. Advise pregnant women of fetal risk and females of reproductive potential to use effective contraception during treatment and for one week after last dose.

Adverse Reactions (ARs) in Patients Who Received Jaypirca
The most common (≥30%) ARs in the pooled safety population of patients with hematologic malignancies (n=704) were decreased neutrophil count (54%), decreased hemoglobin (43%), decreased leukocytes (32%), fatigue (31%), decreased platelets (31%), decreased lymphocyte count (31%), calcium decreased (30%).

Mantle Cell Lymphoma

Serious ARs occurred in 38% of patients, with pneumonia (14%), COVID-19 (4.7%), musculoskeletal pain (3.9%), hemorrhage (2.3%), pleural effusion (2.3%), and sepsis (2.3%) occurring in ≥2% of patients. Fatal ARs within 28 days of last dose occurred in 7% of patients, most commonly due to infections (4.7%), including COVID-19 (3.1% of all patients).

Dose Modifications and Discontinuations Due to ARs: Dose reductions in 4.7%, treatment interruption in 32%, and permanent discontinuation of Jaypirca in 9% of patients. Permanent discontinuation in >1% of patients included pneumonia.

Most common ARs (≥15%) and Select Laboratory Abnormalities (≥10%) (all Grades %; Grade 3-4 %): hemoglobin decreased (42; 9), platelet count decreased (39; 14), neutrophil count decreased (36; 16), lymphocyte count decreased (32; 15), creatinine increased (30; 1.6), fatigue (29; 1.6), musculoskeletal pain (27; 3.9), calcium decreased (19; 1.6), diarrhea (19; -), edema (18; 0.8), dyspnea (17; 2.3), AST increased (17; 1.6), pneumonia (16; 14), bruising (16; -), potassium decreased (13; 1.6), sodium decreased (13; -), lipase increased (12; 4.4), ALT increased (11; 1.6), potassium increased (11; 0.8), alkaline phosphatase increased (11; -). Grade 4 laboratory abnormalities in >5% of patients included neutrophils decreased (10), platelets decreased (7), lymphocytes decreased (6).

Chronic Lymphocytic Leukemia/Small Lymphocytic Lymphoma from Single-Arm and Randomized Controlled Clinical Trials

Serious ARs occurred in 47-56% of patients across clinical trials. Serious ARs in ≥5% of patients in the single-arm trial were pneumonia (18%), COVID-19 (9%), sepsis (7%), febrile neutropenia (7%). Serious ARs in ≥3% of patients in the randomized controlled trial were pneumonia (21%), COVID-19 (5%), sepsis (3.4%). Fatal ARs within 28-30 days of last Jaypirca dose occurred in 8-11% of patients, most commonly due to infections (7-10%), including sepsis (5%), COVID-19 (2.7-5%), and pneumonia (3.4%).

Dose Modifications and Discontinuations Due to ARs: Dose reductions in 3.6-10%, treatment interruption in 42-51%, and permanent discontinuation of Jaypirca in 9-17% of patients. Permanent discontinuation in >1% of patients included second primary malignancy, pneumonia, COVID-19, neutropenia, sepsis, anemia, and cardiac arrythmias.

Most common ARs and Select Laboratory Abnormalities (≥20%) (all Grades %, Grade 3-4 %)--in a randomized controlled trial: neutrophil count decreased (54; 26), hemoglobin decreased (45; 10), platelet count decreased (37; 17), pneumonia (28; 16), ALT increased (25; 1.8), creatinine increased (25; -), calcium decreased (23; 0.9), sodium decreased (22; 0.9), bilirubin increased (21; 0.9), upper respiratory tract infections (21; 0.9); in a single-arm trial: neutrophil count decreased (63; 45), hemoglobin decreased (48; 19), calcium decreased (40; 2.8), fatigue (36; 2.7), bruising (36; -), cough (33; -), musculoskeletal pain (32; 0.9), platelet count decreased (30; 15), sodium decreased (30; -), COVID-19 (28; 7), pneumonia (27; 16), diarrhea (26; -), abdominal pain (25; 2.7), lymphocyte count decreased (23; 8), ALT increased (23; 2.8), AST increased (23; 1.9), creatinine increased (23; -), dyspnea (22; 2.7), hemorrhage (22; 2.7), lipase increased (21; 7), alkaline phosphatase increased (21; -), edema (21; -), nausea (21; -), pyrexia (20; 2.7), headache (20; 0.9). Grade 4 laboratory abnormalities in >5% of patients included neutrophils decreased (23).

Drug Interactions

Strong CYP3A Inhibitors: Concomitant use increased pirtobrutinib systemic exposure, which may increase risk of Jaypirca ARs. Avoid using strong CYP3A inhibitors with Jaypirca. If concomitant use is unavoidable, reduce Jaypirca dose according to approved labeling.

Strong or Moderate CYP3A Inducers: Concomitant use decreased pirtobrutinib systemic exposure, which may reduce Jaypirca efficacy. Avoid using Jaypirca with strong or moderate CYP3A inducers. If concomitant use with moderate CYP3A inducers is unavoidable, increase Jaypirca dose according to approved labeling.

Sensitive CYP2C8, CYP2C19, CYP3A, P-gp, or BCRP Substrates: Use with Jaypirca increased their plasma concentrations, which may increase risk of ARs related to these substrates for drugs sensitive to minimal concentration changes. Follow recommendations for these sensitive substrates in their approved labeling.

Use in Specific Populations

Pregnancy and Lactation: Due to potential for Jaypirca to cause fetal harm, verify pregnancy status in females of reproductive potential prior to starting Jaypirca. Presence of pirtobrutinib in human milk is unknown. Advise women to use effective contraception and to not breastfeed while taking Jaypirca and for one week after last dose.

Geriatric Use: In the pooled safety population of patients with hematologic malignancies, patients aged ≥65 years experienced higher rates of Grade ≥3 ARs and serious ARs compared to patients <65 years of age.

Renal Impairment: Because severe renal impairment increases pirtobrutinib exposure, reduce Jaypirca dose in these patients according to approved labeling.

PT HCP ISI MCL_CLL Q42025

Please see Prescribing Information and Patient Information for Jaypirca.

About Lilly 
Lilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable. To learn more, visit Lilly.com and Lilly.com/news, or follow us on Facebook, Instagram, and LinkedIn. P-LLY

© Lilly USA, LLC 2026. ALL RIGHTS RESERVED.

Trademarks and Trade Names
All trademarks or trade names referred to in this press release are the property of the company, or, to the extent trademarks or trade names belonging to other companies are referenced in this press release, the property of their respective owners. Solely for convenience, the trademarks and trade names in this press release are referred to without the ® and ™ symbols, but such references should not be construed as any indicator that the company or, to the extent applicable, their respective owners will not assert, to the fullest extent under applicable law, the company's or their rights thereto. We do not intend the use or display of other companies' trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies.

Cautionary Statement Regarding Forward-Looking Statements
This press release contains forward-looking statements (as that term is defined in the Private Securities Litigation Reform Act of 1995) about Jaypirca (pirtobrutinib), as a potential treatment for adults with chronic lymphocytic leukemia or small lymphocytic lymphoma (CLL/SLL), and the timeline for future readouts, presentations, and other milestones relating to Jaypirca and its clinical trials, and reflects Lilly's current beliefs and expectations. However, as with any pharmaceutical product, there are substantial risks and uncertainties in the process of drug research, development, and commercialization. Among other things, there is no guarantee that planned or ongoing studies will be completed as planned, that future study results will be consistent with study results to date, that Jaypirca will receive additional regulatory approvals, or that Lilly will execute its strategy as expected. For further discussion of these and other risks and uncertainties that could cause actual results to differ from Lilly's expectations, see Lilly's Form 10-K and Form 10-Q filings with the United States Securities and Exchange Commission. Except as required by law, Lilly undertakes no duty to update forward-looking statements to reflect events after the date of this release.

Endnotes & References

Mato AR, Shah NN, Jurczak W, et al. Pirtobrutinib in relapsed or refractory B-cell malignancies (BRUIN): a phase 1/2 study. Lancet. 2021;397(10277):892-901. doi:10.1016/S0140-6736(21)00224-5 Hanel W, Epperla N. Emerging therapies in mantle cell lymphoma. J Hematol Oncol. 2020;13(1):79. Published 2020 Jun 17. doi:10.1186/s13045-020-00914-1 Gu D, Tang H, Wu J, Li J, Miao Y. Targeting Bruton tyrosine kinase using non-covalent inhibitors in B cell malignancies. J Hematol Oncol. 2021;14(1):40. Published 2021 Mar 6. doi:10.1186/s13045-021-01049-7 Mukkamalla SKR, Taneja A, Malipeddi D, et al. Chronic Lymphocytic Leukemia. [Updated 2023 Feb 18]. In: StatPearls [Internet]. Treasure Island (FL): StatPearls Publishing; 2023 Jan. Available from: https://www.ncbi.nlm.nih.gov/books/NBK470433/ The Leukemia and Lymphoma Society. NHL Subtypes. Access here: https://www.lls.org/lymphoma/non-hodgkin-lymphoma/nhl-subtypes. Accessed on October 25, 2023. Ou Y, Long Y, Ji L, et al. Trends in Disease Burden of Chronic Lymphocytic Leukemia at the Global, Regional, and National Levels From 1990 to 2019, and Projections Until 2030: A Population-Based Epidemiologic Study. Front Oncol. 2022;12:840616. Published 2022 Mar 10. doi:10.3389/fonc.2022.840616 Sant M, et al. Incidence of hematologic malignancies in Europe by morphologic subtype: results of the HAEMACARE project. Blood. 2010. 116:3724–34. https://pubmed.ncbi.nlm.nih.gov/20664057/  Refer to:   Kyle Owens; [email protected] (Media)
                  Michael Czapar; [email protected] (Investors) 

SOURCE Eli Lilly and Company
2026-06-26 07:19 2mo ago
2026-06-25 06:45 2mo ago
Eli Lilly nabídne léky na obezitu v Medicare za 50 USD
LLY Eli Lilly & Co
FMP Stock News 78
Original source text
A new Medicare pathway, the Medicare GLP-1 Bridge program, makes Lilly's obesity medicines – a daily pill or the number 1 most prescribed injectable – accessible to eligible Medicare Part D patients beginning July 1

, /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced additional details regarding the Medicare GLP-1 Bridge* program taking effect July 1, 2026. Under the program, Medicare Part D patients may be able to access Foundayo (orforglipron) or Zepbound (tirzepatide) KwikPen for single-patient-use for weight management. The Medicare GLP-1 Bridge program will be the first time eligible Medicare Part D patients will be able to broadly receive coverage for a GLP-1 for overweight or obesity.1 We believe this is a milestone that reflects growing recognition of the impact of obesity, including in older adults. Below is what patients and their healthcare providers need to know, including an overview of the clinical and program eligibility requirements determined by Centers for Medicare & Medicaid Services (CMS).

Are Foundayo (orforglipron) and Zepbound (tirzepatide) covered by Medicare through the GLP-1 Bridge program?
Medicare Part D patients who meet the Medicare GLP-1 Bridge Clinical Criteria and other CMS eligibility requirements may be able to access Foundayo (orforglipron) or Zepbound (tirzepatide) for weight management under the Medicare GLP-1 Bridge program for $50 per month. Other weight management medications are also covered under the program. Coverage begins July 1, 2026, for new and existing patients and will run through December 31, 2027.

Foundayo (orforglipron) and Zepbound (tirzepatide) are indicated for adults with obesity, or some adults with overweight who also have weight-related medical problems, along with a reduced calorie diet and increased physical activity.

To learn more, visit www.lilly.com/lillydirect/medicare. For questions about the Medicare GLP-1 Bridge program, refer to https://www.medicare.gov/coverage/weight-loss-drugs.

Why is this a milestone for people on Medicare living with obesity?
Until now, weight management medications have not been broadly covered by Medicare even though two in five U.S. adults aged 65 and older are living with obesity.2 Creating a Medicare Part D coverage pathway for eligible patients advances Lilly's long-held view of obesity as a chronic disease. It also unlocks access to Lilly's obesity medicines, offering patients and their doctors options rather than a one-size-fits-all approach.

"Lilly estimates that approximately 20 million Medicare patients may meet clinical criteria for obesity medicines, and starting July 1, eligible patients will be able to get Zepbound or Foundayo for $50 per month," said Ilya Yuffa, executive vice president and president of Lilly USA and Global Customer Capabilities. "For many, this will be the first time obesity treatment has been within reach. We're proud to offer Foundayo and Zepbound, giving patients and their doctors a real choice between a daily pill that requires no planning around food or drink and the number 1 most prescribed injectable for weight loss.3 Both are proven to deliver meaningful weight loss when paired with a reduced calorie diet and increased physical activity."

How much do Foundayo (orforglipron) and Zepbound (tirzepatide) cost through the program?
Medicare Part D patients may be eligible for Foundayo or Zepbound for weight management for $50 a month, with a prior authorization and if they meet the Medicare GLP-1 Bridge Clinical Criteria and other CMS eligibility requirements. To learn more, visit www.lilly.com/lillydirect/medicare.

What are Foundayo (orforglipron) and Zepbound (tirzepatide)?
Foundayo (orforglipron) and Zepbound (tirzepatide) are two different Lilly medicines for chronic weight management, giving patients and their healthcare providers a choice of treatment options. Foundayo is a once-daily oral pill that can be taken any time of day, with no planning around food or drink. Zepbound is the most prescribed injectable weight management medication in the U.S. Both are FDA-approved to help adults with obesity, or some adults with overweight who also have weight-related medical problems, lose excess body weight and keep it off, along with a reduced-calorie diet and increased physical activity.

How do Foundayo (orforglipron) and Zepbound (tirzepatide) work in adults age 65 and older? 
In separate analyses of Phase 3 trials, both medicines were associated with meaningful weight loss in adults 65 and older, with safety profiles generally consistent with the overall study population. In a post-hoc analysis of ATTAIN-1, adults 65 and older without type 2 diabetes, experienced an average weight loss of 13% when taking the highest dose of Foundayo. In the ATTAIN program, Foundayo also led to reductions in many markers of cardiovascular risk, including waist circumference, non-HDL cholesterol, triglycerides and systolic blood pressure in adults of all ages.6

In a separate 72-week Phase 3 study, SURMOUNT-1, 56.7% of adults of all ages without type 2 diabetes taking Zepbound (15 mg) achieved at least 20% body weight reduction.7 In a prespecified subgroup analysis of this study, adults 65 and older without type 2 diabetes lost an average of 14.1% of their body weight when taking the lowest approved maintenance dose of Zepbound (5 mg), which is only one step up from the starter dose.8

"Obesity is a chronic, complex disease that deserves effective, long-term treatment options at every stage of life," said Rachel Batterham, senior vice president for Global Cardiometabolic Health at Lilly. "Data show Lilly's Foundayo and Zepbound were associated with meaningful weight loss in people aged 65 and older, with safety profiles generally consistent with other age groups, reinforcing that these medicines may be effective and appropriate for older adults."

Who is eligible for these medicines through the Medicare GLP-1 Bridge program?
To qualify, a person must meet all of the Medicare GLP-1 Bridge Clinical Criteria and other CMS eligibility requirements when treatment is started:9

Be 18 years of age or older Have Medicare Part D drug coverage (not all plan types are covered)† Have a valid prescription, be using, or planning to use, Foundayo or Zepbound for weight management, alongside lifestyle modification consistent with the FDA approved labels Have a Body Mass Index (BMI) of 35 or higher, or a BMI of 27 or higher with certain weight-related medical conditions (or have had one before starting a GLP-1 medicine) Patients currently receiving a GLP-1 through their Part D plan, those with type 2 diabetes, moderate-to-severe obstructive sleep apnea or fatty liver disease are not eligible (a Medicare Part D plan may already cover those conditions).

Patients can talk with their healthcare providers about whether they qualify or refer to https://www.medicare.gov/coverage/weight-loss-drugs.

How can eligible patients get started?
Starting July 1, 2026, eligible patients can begin in five steps:

Talk with a healthcare provider about whether Foundayo or Zepbound is right for them. Request that the provider send a prescription to LillyDirect Pharmacy or a retail pharmacy of their choice. Work with the chosen pharmacy. Ensure that the provider completes a prior authorization. Once approved, the patient pays $50 per month for Foundayo or Zepbound.  LillyDirect can help to determine eligibility and navigate the pre-authorization process. To learn more about eligibility, and see how to get started, visit www.lilly.com/lillydirect/medicare. For questions about Foundayo, Zepbound, or LillyDirect Pharmacy, call 1-844-559-3471.

About Foundayo (orforglipron)
Foundayo (orforglipron) is FDA-approved for adults with obesity, or some adults with overweight who also have weight-related medical problems to reduce excess body weight and maintain weight reduction long term, alongside a reduced-calorie diet and increased physical activity. Foundayo is a once-daily small molecule (non-peptide) oral glucagon-like peptide-1 receptor agonist that can be taken any time of the day with no planning around food or drink. Orforglipron was discovered by Chugai Pharmaceutical Co., Ltd. and licensed by Lilly in 2018. In addition to chronic weight management, orforglipron is being studied as a potential treatment for type 2 diabetes, obstructive sleep apnea, osteoarthritis knee pain, hypertension, peripheral artery disease and stress urinary incontinence.

About Zepbound (tirzepatide) injection
Zepbound (tirzepatide) is the first and only dual GIP (glucose-dependent insulinotropic polypeptide) and GLP-1 (glucagon-like peptide-1) receptor agonist obesity medication. Zepbound tackles an underlying cause of excess weight. It reduces appetite and how much you eat. Zepbound is indicated for adults with obesity, or some adults who are overweight and also have at least one weight-related medical problem, to lose weight and keep it off. Additionally, Zepbound is FDA-approved to treat adults with moderate-to-severe obstructive sleep apnea and obesity. Zepbound should be used with a reduced calorie diet and increased physical activity.

Warnings - Foundayo and Zepbound may cause tumors in the thyroid, including thyroid cancer. Watch for possible symptoms, such as a lump or swelling in the neck, hoarseness, trouble swallowing, or shortness of breath. If you have any of these symptoms, tell your healthcare provider.

About ATTAIN-1 and ATTAIN-2 clinical trial program
The ATTAIN Phase 3 global clinical development program for Foundayo (orforglipron) has enrolled more than 4,500 people with obesity or overweight across two global registration trials.

ATTAIN-1 (NCT05869903) is a Phase 3, 72-week, randomized, double-blind, placebo-controlled trial comparing the efficacy and safety of Foundayo 5.5 mg, 9 mg and 17.2 mg as a monotherapy to placebo in adults with obesity, or overweight with at least one of the following comorbidities: hypertension, dyslipidemia, obstructive sleep apnea or cardiovascular disease, who did not have diabetes. The trial is the first Phase 3 study of this patient population in which treatment was evaluated as an adjunct to exercise and a balanced, healthy diet rather than a reduced-calorie diet. The trial randomized 3,127 (195 were 65 and older) participants across the U.S., Brazil, China, India, Japan, South Korea, Puerto Rico, Slovakia, Spain and Taiwan in 3:3:3:4 ratio to receive either 5.5 mg, 9 mg or 17.2 mg Foundayo or placebo. The primary objective of the study was to demonstrate that Foundayo (5.5 mg, 9 mg or 17.2 mg) is superior to placebo in body weight reduction from baseline after 72 weeks in people with a BMI ≥30.0 kg/m² or a BMI ≥27.0 kg/m² with at least one weight-related comorbidity and a history of at least one self-reported unsuccessful dietary effort to lose body weight.

ATTAIN-2 (NCT05872620) is a Phase 3, 72-week, randomized, double-blind, placebo-controlled trial comparing the efficacy and safety of Foundayo 5.5 mg, 9 mg or 17.2 mg as monotherapy with placebo in adults with obesity or overweight and type 2 diabetes. The trial randomized over 1,613 (418 were 65 and older) participants across the U.S., Argentina, Australia, Brazil, China, Czechia, Germany, Greece, India, South Korea and Puerto Rico in a 1:1:1:2 ratio to receive either 5.5 mg, 9 mg or 17.2 mg Foundayo or placebo. The primary objective of the study was to demonstrate that Foundayo (5.5 mg, 9 mg or 17.2 mg) is superior to placebo in mean body weight change from baseline at 72 weeks in people with a BMI ≥27.0 kg/m² and type 2 diabetes who are on stable treatment with either diet/exercise alone or up to three oral antihyperglycemic medications.

In both trials, all participants in the Foundayo treatment arms started the study at a dose of Foundayo 0.8 mg once-daily and then increased the dose in a step-wise approach at four-week intervals to their final randomized maintenance dose of 5.5 mg (via steps at 0.8 mg and 2.5 mg), 9 mg (via steps at 0.8 mg, 2.5 mg and 5.5 mg) or 17.2 mg (via steps at 0.8 mg, 2.5 mg, 5.5 mg, 9 mg and 14.5 mg). These trials were conducted using an investigational formulation of Foundayo at dosages equivalent to Foundayo tablets.

The post-hoc analysis included in this press release examined efficacy and safety outcomes in subgroups of participants aged <65 and ≥65 years. Efficacy outcomes were analyzed separately for each study; safety data were pooled. The primary endpoint was percent change in body weight from baseline in Week 72.

Limitations
This is a post-hoc, exploratory analysis of data from the ATTAIN-1 and ATTAIN-2 trials. Results are not pre-specified and should be considered hypothesis-generating. The subgroups analyzed (<65 year and ≥65 and) reflect the distribution of participants enrolled in the trials; the number of participants ≥65 is smaller than the <65 subgroup, and formal comparisons between age groups were not pre-specified. These findings will need to be confirmed in dedicated prospective analyses.

About SURMOUNT-1
Throughout the 72-week clinical trial, people who took Zepbound (tirzepatide) sustained weight loss—whether taking the 5 mg, 10 mg or 15 mg dose along with diet and exercise. In a 72-week study of adults without diabetes, average weight loss was 15.0% (34 lbs) for 5 mg, 19.5% (44 lbs) for 10 mg, 20.9% (48 lbs) for 15 mg, and 3.1% (7 lbs) for placebo. Average starting weights were 226.8 lbs for 5 mg, 233.3 lbs for 10 mg, 232.8 lbs for 15 mg, and 231.0 lbs for placebo.

Limitations of the SURMOUNT-1 prespecified subgroup analysis:

This was a prespecified sub‑group analysis among the secondary endpoints of the SURMOUNT‑1 study. This analysis was not adjusted for type I error.

Endnotes and References 
*Terms apply. Eligibility based on Medicare GLP-1 Bridge Clinical Criteria. Prescription required. Talk to your doctor to learn more.
†Ineligible plan types:

Private fee-for-service (PFFS) plans Section 1876 cost contract plans Section 1833 health care prepayment plans (HCPPs) PACE organizations Fallback plans Religious fraternal benefit (RFB) plans Centers for Medicare & Medicaid Services. Medicare and Medicaid Programs; Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly. Federal Register. December 10, 2024. Available at: https://www.govinfo.gov/content/pkg/FR-2024-12-10/pdf/2024-27939.pdf  Federal Interagency Forum on Aging-Related Statistics. Older Americans: key indicators of well-being. Published May 2024. Accessed February 4, 2026. https://agingstats.gov/docs/LatestReport/Older-Americans-2024-508-May-update.pdf   Based on IQVIA® National Prescription Audit (NPA) Data for both new and refill prescriptions (total) in the U.S. as of 01/10/2025. Data accessed 01/14/2026, representing 94% of prescription data in US. Total prescription volumes and shares for obesity management therapies include Zepbound®, Wegovy®, Saxenda®, Belviq®, Contrave®, Qsymia®, Xenical® and other obesity management medicines. Other product/company names mentioned are the trademarks of their respective owners. Foundayo. Prescribing Information. Lilly USA, LLC. Zepbound. Prescribing Information. Lilly USA, LLC.   Horn DB, et al. Orforglipron for Obesity Treatment in Older Patients ≥65 Years With or Without Type 2 Diabetes. Presented at: European Congress on Obesity (ECO); May 12–15, 2026; Istanbul, Turkey.  Jastreboff AM, Aronne LJ, Ahmad NN, et al. Tirzepatide once weekly for the treatment of obesity. N Engl J Med. 2022;387(3)(Incl suppl mat):205-216. doi:10.1056/NEJMoa2206038 Data on File. DOF-ZP-US-0060. Lilly USA, LLC. Medicare GLP-1 Bridge. CMS.gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/coverage/prescription-drug-coverage/medicare-glp-1-bridge. Accessed 24 June 2026. INDICATION AND SAFETY SUMMARY WITH WARNINGS
Foundayo (fown-DAY-oh) is a prescription medicine used with a reduced-calorie diet and increased physical activity to help adults with obesity, or some adults with overweight who also have weight-related medical problems, to lose excess body weight and keep the weight off.

Foundayo should not be used with other GLP-1 receptor agonist medicines. It is not known if Foundayo is safe and effective for use in children. Warnings – Foundayo may cause tumors in the thyroid, including thyroid cancer. Watch for possible symptoms, such as a lump or swelling in the neck, hoarseness, trouble swallowing, or shortness of breath. If you have any of these symptoms, tell your healthcare provider.

Do not use Foundayo if you or any of your family have ever had a type of thyroid cancer called medullary thyroid carcinoma (MTC). Do not use Foundayo if you have Multiple Endocrine Neoplasia syndrome type 2 (MEN 2). Do not use Foundayo if you have had a serious allergic reaction to orforglipron or any of the ingredients in Foundayo. Foundayo may cause serious side effects, including:

Inflammation of the pancreas (pancreatitis). Stop taking Foundayo and call your healthcare provider right away if you have severe pain in your stomach area (abdomen) that will not go away, with or without nausea or vomiting. Sometimes you may feel the pain from your abdomen to your back.

Severe stomach problems. Stomach problems, sometimes severe, have been reported in people who use Foundayo. Tell your healthcare provider if you have stomach problems that are severe or will not go away.

Dehydration leading to kidney problems. Diarrhea, nausea, and vomiting may cause a loss of fluids (dehydration), which may cause kidney problems. It is important for you to drink fluids to help reduce your chance of dehydration. Tell your healthcare provider right away if you have nausea, vomiting, or diarrhea that does not go away.

Low blood sugar (hypoglycemia). Your risk for getting low blood sugar may be higher if you use Foundayo with medicines that can cause low blood sugar, such as an insulin or sulfonylurea. Signs and symptoms of low blood sugar may include dizziness or light-headedness, sweating, confusion or drowsiness, headache, blurred vision, slurred speech, shakiness, fast heartbeat, anxiety, irritability, mood changes, hunger, weakness, or feeling jittery.

Serious allergic reactions. Stop using Foundayo and get medical help right away if you have any symptoms of a serious allergic reaction, including swelling of your face, lips, tongue or throat, problems breathing or swallowing, severe rash or itching, fainting or feeling dizzy, or very rapid heartbeat.

Changes in vision in patients with type 2 diabetes. Tell your healthcare provider if you have changes in vision during treatment with Foundayo.

Gallbladder problems. Gallbladder problems have happened in some people who use Foundayo. Tell your healthcare provider right away if you get symptoms of gallbladder problems, which may include pain in your upper stomach (abdomen), fever, yellowing of skin or eyes (jaundice), or clay-colored stools.

Food or liquid getting into the lungs during surgery or other procedures that use anesthesia or deep sleepiness (deep sedation). Foundayo may increase the chance of food getting into your lungs during surgery or other procedures. Tell your healthcare providers that you are taking Foundayo before you are scheduled to have surgery or other procedures.

Common side effects
The most common side effects of Foundayo include nausea, constipation, diarrhea, vomiting, indigestion, stomach (abdominal) pain, headache, swollen belly, feeling tired, belching, heartburn, gas, and hair loss. These are not all the possible side effects of Foundayo. Talk to your healthcare provider about any side effect that bothers you or doesn't go away.

Tell your doctor if you have any side effects. You can report side effects at 1-800-FDA-1088 or www.fda.gov/medwatch.

Before taking Foundayo

Tell your healthcare provider about all the medicines you take. Foundayo may affect the way some medicines work, and some medicines may affect the way Foundayo works. Pregnancy Exposure Registry: There will be a pregnancy exposure registry for women who have taken Foundayo during pregnancy. The purpose of this registry is to collect information about the health of you and your baby. Talk to your healthcare provider about how you can take part in this registry, or you may contact Eli Lilly and Company at 1-800-LillyRx (1-800-545-5979). If you take birth control pills by mouth, talk to your healthcare provider before you take Foundayo. Birth control pills may not work as well while taking Foundayo. Your healthcare provider may recommend another type of birth control for 30 days after starting Foundayo and for 30 days after each dose increase of Foundayo. Talk to your healthcare provider about low blood sugar and how to manage it. Tell your healthcare provider if you are taking medicines to treat diabetes including an insulin or sulfonylurea. Review these questions with your healthcare provider:

❏ Do you have other medical conditions, including problems with your pancreas or kidneys, or severe problems with your liver, severe problems with your stomach, such as slowed emptying of your stomach (gastroparesis) or problems digesting food?
❏ Do you have a history of diabetic retinopathy?
❏ Are you scheduled to have surgery or other procedures that use anesthesia or deep sleepiness (deep sedation)?
❏ Are you pregnant or plan to become pregnant? Foundayo may harm your unborn baby.
❏ Are you breastfeeding or plan to breastfeed? Breastfeeding is not recommended during treatment with Foundayo.
❏ Do you take any other prescriptions or over-the-counter medicines, vitamins, or herbal supplements?

How to take

Take Foundayo exactly as your healthcare provider tells you to. Use Foundayo with a reduced-calorie diet and increased physical activity. Take Foundayo by mouth 1 time each day, with or without food. Swallow tablets whole. Do not break, crush, or chew the tablet. If you miss a dose, take it as soon as possible. Do not take 2 doses of Foundayo in the same day. Do not take more than 1 tablet per day. If you miss taking Foundayo for 7 or more days in a row, call your healthcare provider to talk about how to restart your treatment. If you take too much Foundayo, call your healthcare provider or Poison Help line at 1-800-222-1222 or go to the nearest hospital emergency room right away. Learn more
Foundayo is a prescription medicine available in 0.8 mg, 2.5 mg, 5.5 mg, 9 mg, 14.5 mg, or 17.2 mg oral tablets. For more information, call 1-800-545-5979 or go to foundayo.lilly.com.

This summary provides basic information about Foundayo but does not include all information known about this medicine. Read the information that comes with your prescription each time your prescription is filled. This information does not take the place of talking with your doctor. Be sure to talk to your doctor or other healthcare provider about Foundayo and how to take it. Your doctor is the best person to help you decide if Foundayo is right for you.

OG CON BS APR2026

INDICATIONS AND SAFETY SUMMARY WITH WARNINGS
Zepbound® (ZEHP-bownd) is an injectable prescription medicine used with a reduced-calorie diet and increased physical activity to help adults with:

obesity, or some adults with overweight who also have weight-related medical problems, to lose excess body weight and keep the weight off. moderate-to-severe obstructive sleep apnea (OSA) and obesity to improve their OSA. Zepbound contains tirzepatide and should not be used with other tirzepatide-containing products or any GLP-1 receptor agonist medicines. It is not known if Zepbound is safe and effective for use in children.

Warnings - Zepbound may cause tumors in the thyroid, including thyroid cancer. Watch for possible symptoms, such as a lump or swelling in the neck, hoarseness, trouble swallowing, or shortness of breath. If you have any of these symptoms, tell your healthcare provider.

Do not use Zepbound if you or any of your family have ever had a type of thyroid cancer called medullary thyroid carcinoma (MTC). Do not use Zepbound if you have Multiple Endocrine Neoplasia syndrome type 2 (MEN 2). Do not use Zepbound if you have had a serious allergic reaction to tirzepatide or any of the ingredients in Zepbound. KwikPen®: Do not share your KwikPen with other people, even if the pen needle has been changed. You may give other people a serious infection or get a serious infection from them.

Zepbound may cause serious side effects, including:

Severe stomach problems. Stomach problems, sometimes severe, have been reported in people who use Zepbound. Tell your healthcare provider if you have stomach problems that are severe or will not go away.

Dehydration leading to kidney problems. Diarrhea, nausea, and vomiting may cause a loss of fluids (dehydration), which may cause kidney problems. It is important for you to drink fluids to help reduce your chance of dehydration. Tell your healthcare provider right away if you have nausea, vomiting, or diarrhea that does not go away.

Gallbladder problems. Gallbladder problems have happened in some people who use Zepbound. Tell your healthcare provider right away if you get symptoms of gallbladder problems, which may include pain in your upper stomach (abdomen), fever, yellowing of skin or eyes (jaundice), or clay-colored stools.

Inflammation of the pancreas (pancreatitis). Stop using Zepbound and call your healthcare provider right away if you have severe pain in your stomach area (abdomen) that will not go away, with or without vomiting. You may feel pain from your abdomen to your back.

Serious allergic reactions. Stop using Zepbound and get medical help right away if you have any symptoms of a serious allergic reaction, including swelling of your face, lips, tongue or throat, problems breathing or swallowing, severe rash or itching, fainting or feeling dizzy, or very rapid heartbeat.

Low blood sugar (hypoglycemia). Your risk for getting low blood sugar may be higher if you use Zepbound with medicines that can cause low blood sugar, such as sulfonylurea or insulin. Signs and symptoms of low blood sugar may include dizziness or light-headedness, sweating, confusion or drowsiness, headache, blurred vision, slurred speech, shakiness, fast heartbeat, anxiety, irritability, mood changes, hunger, weakness or feeling jittery.

Changes in vision in patients with type 2 diabetes. Tell your healthcare provider if you have changes in vision during treatment with Zepbound.

Food or liquid getting into the lungs during surgery or other procedures that use anesthesia or deep sleepiness (deep sedation). Zepbound may increase the chance of food getting into your lungs during surgery or other procedures. Tell all your healthcare providers that you are taking Zepbound before you are scheduled to have surgery or other procedures.

Common side effects
The most common side effects of Zepbound include nausea, diarrhea, vomiting, constipation, stomach (abdominal) pain, indigestion, injection site reactions, feeling tired, allergic reactions, belching, hair loss, and heartburn. These are not all the possible side effects of Zepbound. Talk to your healthcare provider about any side effects that bothers you or don't go away.

Tell your doctor if you have any side effects. You can report side effects at 1-800-FDA-1088 or www.fda.gov/medwatch.

Before using Zepbound

Your healthcare provider should show you how to use Zepbound before you use it for the first time. Talk to your healthcare provider about low blood sugar and how to manage it. Tell your healthcare provider if you are taking medicines to treat diabetes including an insulin or sulfonylurea. If you take birth control pills by mouth, talk to your healthcare provider before you use Zepbound. Birth control pills may not work as well while using Zepbound. Your healthcare provider may recommend another type of birth control for 4 weeks after you start Zepbound and for 4 weeks after each increase in your dose of Zepbound. Review these questions with your healthcare provider:

❏ Do you have other medical conditions, including problems with your pancreas, or severe problems with your stomach, such as slowed emptying of your stomach (gastroparesis) or problems digesting food?
❏ Do you take diabetes medicines, such as insulin or sulfonylureas?
❏ Do you have a history of diabetic retinopathy?
❏ Are you scheduled to have surgery or other procedures that use anesthesia or deep sleepiness (deep sedation)?
❏ Do you take any other prescription medicines or over-the-counter drugs, vitamins, or herbal supplements?
❏ Are you pregnant, plan to become pregnant, breastfeeding, or plan to breastfeed? Zepbound may harm your unborn baby. Tell your healthcare provider if you become pregnant while using Zepbound. Zepbound may pass into your breast milk. You should talk with your healthcare provider about the best way to feed your baby while using Zepbound.

Pregnancy Exposure Registry: There will be a pregnancy exposure registry for women who have taken Zepbound during pregnancy. The purpose of this registry is to collect information about the health of you and your baby. Talk to your healthcare provider about how you can take part in this registry, or you may contact Lilly at 1-800-LillyRx (1-800-545-5979). How to take

Read the Instructions for Use that come with Zepbound. Use Zepbound exactly as your healthcare provider says. Use Zepbound with a reduced-calorie diet and increased physical activity. Inject Zepbound under the skin (subcutaneously) of your stomach (abdomen), thigh, or have another person inject in the back of the upper arm. Do not inject ZEPBOUND into a muscle (intramuscularly) or vein (intravenously). Use Zepbound 1 time each week, at any time of the day. Change (rotate) your injection site with each weekly injection. Do not use the same site for each injection. If you take too much Zepbound, call your healthcare provider, call the Poison Help line at 1-800-222-1222 or go to the nearest hospital emergency room right away.

Zepbound is approved as a 2.5 mg, 5 mg, 7.5 mg, 10 mg, 12.5 mg, and 15 mg injection.

Learn more
Zepbound is a prescription medicine. For more information, call 1-800-LillyRx (1-800-545-5979) or go to www.zepbound.lilly.com.

This summary provides basic information about Zepbound but does not include all information known about this medicine. Read the information that comes with your prescription each time your prescription is filled. This information does not take the place of talking with your healthcare provider. Be sure to talk to your healthcare provider about Zepbound and how to take it. Your healthcare provider is the best person to help you decide if Zepbound is right for you.

ZP CON BS 25FEB2026

About Lilly
Lilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable. To learn more, visit Lilly.com and Lilly.com/news, or follow us on Facebook, Instagram, and LinkedIn. P-LLY

Trademarks and Trade Names
All trademarks or trade names referred to in this press release are the property of the company, or, to the extent trademarks or trade names belonging to other companies are referenced in this press release, the property of their respective owners. Solely for convenience, the trademarks and trade names in this press release are referred to without the ® and ™ symbols, but such references should not be construed as any indicator that the company or, to the extent applicable, their respective owners will not assert, to the fullest extent under applicable law, the company's or their rights thereto. We do not intend the use or display of other companies' trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies.

Cautionary Statement Regarding Forward-Looking Statements 
This press release contains forward-looking statements (as that term is defined in the Private Securities Litigation Reform Act of 1995), including statements about the supply and access of Zepbound (tirzepatide) and Foundayo (orforglipron) as a treatment for adults with obesity or overweight and Foundayo as a treatment for adults with obesity or some adults with overweight who also have weight-related medical problems and reflects Lilly's current belief and expectations. However, as with any pharmaceutical product, there are substantial risks and uncertainties in the process of drug research, development, access, and commercialization. Among other things, there can be no guarantee that future study results will be consistent with the results to date, that Zepbound or Foundayo will receive additional regulatory approvals, or that Lilly will execute its access and other strategies as planned. For further discussion of these and other risks and uncertainties, see Lilly's most recent Form 10-K and Form 10-Q filings with the United States Securities and Exchange Commission. Except as required by law, Lilly undertakes no duty to update forward-looking statements to reflect events after the date of this release.

CMAT-23048 6/2026 ©Lilly USA, LLC 2026. All rights reserved.

SOURCE Eli Lilly and Company
2026-06-24 16:39 2mo ago
2026-06-24 08:45 2mo ago
Eli Lilly dokončila akvizici Centessa Pharmaceuticals
LLY Eli Lilly & Co
FMP Stock News 78
Original source text
, /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced the successful completion of its acquisition of Centessa Pharmaceuticals plc. Centessa is a clinical-stage company developing orexin receptor 2 agonists as a new class of medicines for the treatment of narcolepsy and potentially other sleep-wake disorders.

"The orexin system plays a fundamental role in human brain health, governing wakefulness, alertness, and the stability of sleep in ways that, when disrupted, can be profoundly disabling," said Carole Ho, Lilly executive vice president and president, Lilly Neuroscience. "For people living with narcolepsy, that disruption is severe and life-altering. Orexin's reach extends further to diseases impacted by disrupted sleep, and so does the unmet need. Centessa has built a clinical portfolio with the depth to explore both, and Lilly intends to pursue that potential with urgency."

About Lilly
Lilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable. To learn more, visit Lilly.com and Lilly.com/news, or follow us on Facebook, Instagram, and LinkedIn. F-LLY

Trademarks and Trade Names 
All trademarks or trade names referred to in this press release are the property of Lilly, or, to the extent trademarks or trade names belonging to other companies are referenced in this press release, the property of their respective owners. Solely for convenience, the trademarks and trade names in this press release are referred to without the ® and ™ symbols, but such references should not be construed as any indicator that the company or, to the extent applicable, their respective owners will not assert, to the fullest extent under applicable law, the company's or their rights thereto. We do not intend the use or display of other companies' trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies.

Cautionary Statement Regarding Forward-Looking Statements
This press release contains forward-looking statements (as that term is defined in the Private Securities Litigation Reform Act of 1995) about the benefits of Lilly's acquisition of Centessa Pharmaceuticals, Lilly's neuroscience platform and development plans, Centessa's clinical-stage pipeline of programs targeting sleep disorders, including its lead program targeting orexin dysfunction, and reflects Lilly's current beliefs and expectations. However, as with any such undertaking, there are substantial risks and uncertainties in implementing the acquisition and in the process of drug research, development, and commercialization. Among other things, there can be no guarantee that Lilly will realize the expected benefits of the acquisition, that the acquisition will achieve the results discussed in this press release or that the acquisition will yield commercially successful products. For further discussion of these and other risks and uncertainties that could cause actual results to differ from Lilly's expectations, see Lilly's Form 10-K and Form 10-Q filings with the United States Securities and Exchange Commission. Except as required by law, Lilly undertakes no duty to update forward-looking statements to reflect events after the date of this press release.

SOURCE Eli Lilly and Company
2026-06-24 11:32 2mo ago
2026-06-18 18:46 2mo ago
Eli Lilly očekává EPS 9,01 USD, růst o 42,79 %
LLY Eli Lilly & Co
FMP Stock News 85
Original source text
In the latest close session, Eli Lilly (LLY - Free Report) was down 1.19% at $1,098.78. The stock fell short of the S&P 500, which registered a gain of 1.09% for the day. At the same time, the Dow added 0.14%, and the tech-heavy Nasdaq gained 1.91%.

The stock of drugmaker has risen by 9.14% in the past month, leading the Medical sector's gain of 3.16% and the S&P 500's gain of 0.29%.

The investment community will be paying close attention to the earnings performance of Eli Lilly in its upcoming release. The company is forecasted to report an EPS of $9.01, showcasing a 42.79% upward movement from the corresponding quarter of the prior year. Our most recent consensus estimate is calling for quarterly revenue of $20.44 billion, up 31.39% from the year-ago period.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $35.67 per share and revenue of $85.6 billion. These totals would mark changes of +47.34% and +31.33%, respectively, from last year.

Investors might also notice recent changes to analyst estimates for Eli Lilly. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.06% lower. Right now, Eli Lilly possesses a Zacks Rank of #3 (Hold).

Digging into valuation, Eli Lilly currently has a Forward P/E ratio of 31.17. This denotes a premium relative to the industry average Forward P/E of 15.47.

Also, we should mention that LLY has a PEG ratio of 1.22. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Large Cap Pharmaceuticals industry had an average PEG ratio of 2.6 as trading concluded yesterday.

The Large Cap Pharmaceuticals industry is part of the Medical sector. Currently, this industry holds a Zacks Industry Rank of 97, positioning it in the top 40% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.
2026-06-24 11:32 2mo ago
2026-06-19 13:01 2mo ago
Akcie Novo Nordisk vzrostly po investici do výzkumu obezity
LLY Eli Lilly & Co
FMP Stock News 85
Original source text
Novo Nordisk (NVO) shares in Copenhagen rose about 5% on Friday after its majority owner, the Novo Nordisk Foundation, launched CardioMetabolic Bridge, a pan-European program aimed at finding and advancing research on obesity, type 2 diabetes and other cardiometabolic diseases, according to a Friday company statement.

Novo Nordisk said the foundation will fund the effort with DKK 450 million ($69.1 million) over six years. The first lab is scheduled to open in London later this month, with sister sites planned for Italy and Germany, the company said, giving the project a broader European footprint overall.

The initiative will be run by the BioInnovation Institute in Copenhagen. Foundation chief executive Mads Krogsgaard Thomsen said the project is meant to help build startups and support established drugmakers, while also improving how Europe converts scientific work into treatments.

Novo Nordisk added that the effort could eventually feed its own pipeline, even as it competes with Eli Lilly (LLY) in obesity drugs. Earlier this month, the company said U.S. prescriptions for the oral version of Wegovy topped three million.
2026-06-24 11:32 2mo ago
2026-06-19 15:15 2mo ago
Eli Lilly zvýšila odhad tržeb na 82–85 miliard USD
LLY Eli Lilly & Co
FMP Stock News 95
Original source text
Eli Lilly (NYSE:LLY | LLY Price Prediction) just reported a quarter that should have sent bulls into a frenzy. Revenue grew 55.5% year over year to $19.80 billion, Mounjaro alone delivered $8.66 billion, and management raised full-year guidance to $82 to $85 billion.

Yet shares are up just 2.57% year to date at $1,098.57. That disconnect is the entire setup for my question: can LLY trade at $1,200 by year-end 2026? I think it can, and the math is closer than most realize.

What’s Holding Eli Lilly Back Right Now The near-term price action has been ugly. LLY is down 5.37% over the past week after touching $1,160.95 on June 11. The one-month picture is better at +7.55%, but the year-to-date number tells the story of a stock stuck in neutral despite booming fundamentals.

The market worries about pricing. Realized prices fell 13% in Q1 as Mounjaro’s addition to China’s NRDL formulary compressed international margins. Lilly also absorbed $584 million in acquired IPR&D charges from its M&A spree.

Add in 11 recent insider transactions skewed toward selling, and you understand the hesitation. With a beta of 0.517, this should be a steady compounder. Right now it is waiting for a catalyst.

Wall Street Sees Roughly 11% Upside. Our Model Sees More The consensus target sits at $1,215.79, supported by 6 Strong Buy, 18 Buy, 5 Hold, 1 Sell and 1 Strong Sell ratings. That works out to 77% bullish. Our internal model is more aggressive. The base case lands at $1,279.62, implying 16.48% upside, with a bull scenario of $1,334.55 and a bear case of $1,062.97. Confidence on the base case is 90%.

Analysts underweight two things: the speed of the Foundayo (oral GLP-1) ramp and retatrutide’s optionality. Barclays already telegraphed where this could go, maintaining a Buy rating with a $1,400 price target. With earnings growth contributing positively to our 247Factor and bullish consensus at 77%, the $1,200 line looks like a floor.

The Path to $1,200 Per Share Reaching $1,200 from today’s price of $1,098.57 requires a gain of 9.2%. With forward EPS of $35.47, a price of $1,200 implies a forward P/E of 34x. Our base case of $1,279.62 already implies 37x, meaning $1,200 sits below our base case multiple and demands no incremental rerating. The stock simply needs to grow into the earnings.

CEO David Ricks framed it on the Q1 call: “2026 is off to a strong start, we delivered 56% revenue growth in the first quarter and raised our full-year revenue guidance by $2 billion. A key milestone was the U.S. FDA approval of Foundayo.”

Early launch metrics are striking: 8,000+ prescribers and 20,000+ patients in weeks, with 80% of scripts new-to-class. Retatrutide’s Phase 3 readout showing weight loss of 25 to 37 pounds and the retatrutide late-stage trial results comparable to or exceeding Zepbound fuel the model. The primary risk remains continued price erosion outpacing volume gains.

Where Eli Lilly Trades Today vs Its Earnings Power At $1,098.57, LLY trades at roughly 31x forward EPS of $35.47. For a business compounding revenue at 28% at the 2026 guidance midpoint with a forward PE of 31x, that looks reasonable. Shares sit 3% below the 52-week high of $1,182.73 and 77.4% above the $619.40 low. The 10-year return of 1,661.56% shows what happens when this company gets a platform right. Today it has two.

Is $1,200 Realistic? Here’s My Take The $1,200 target requires a 9.2% gain from here, and my model’s base case already overshoots it. I view $1,200 by year-end 2026 as realistic.

Three things need to keep going right: Foundayo’s prescriber base must expand, retatrutide’s June obesity readout must confirm the diabetes data, and Q2 must validate the raised guidance. What derails it is sharper-than-expected pricing reset on Mounjaro and Zepbound in the back half. We’ve outlined the blueprint for how Eli Lilly could reach $1,200 in 2026.
2026-06-24 11:32 2mo ago
2026-06-20 03:00 2mo ago
Eli Lilly dosáhla tržní hodnoty 1 bilion dolarů.
LLY Eli Lilly & Co
FMP Stock News 95
Original source text
Eli Lilly (LLY +0.70%) has been firing on all cylinders. The stock is up 40% over the past 12 months as the company continues to grow revenue and earnings faster than most of its similarly sized peers. And for what it's worth, the pharmaceutical leader has also left these peers far behind, becoming the first healthcare company to reach $1 trillion in market value. However, it might not be too late to invest in the drugmaker. Let's consider three reasons why Eli Lilly could have far more upside ahead.

Image source: The Motley Fool.

1. The weight loss tailwind is only getting started Eli Lilly's leadership in the weight loss market has been instrumental to its success in recent years. Sales of the company's Zepbound (tirzepatide) -- the first dual agonist of the GLP-1 and GIP hormones to receive approval from the U.S. Food and Drug Administration -- are growing rapidly. Eli Lilly's oral GLP-1 medicine, Foundayo, is also contributing. Yet Eli Lilly still has significant untapped potential in this space.

Consider Foundayo, which earned approval in April for chronic weight management. It is helping attract brand-new patients: Management has said that 80% of prescriptions were for people who had never taken GLP-1 medicines before. The drug could gain even more ground in the oral GLP-1 market, though. It recently completed a trio of phase 3 studies, in patients with type 2 diabetes, with flying colors.

Foundayo showed strong efficacy in helping reduce diabetics' A1C levels and weight. If it is approved for this indication, Foundayo could gain ground on its main competitor in the oral GLP-1 market, Wegovy pill. Many patients who are overweight or obese are also either prediabetic or diabetic. Physicians may be more willing to prescribe Foundayo if it is effective for both patient groups. Further, unlike oral Wegovy, Foundayo has no food or water restrictions, making it the more convenient option.

Eli Lilly has several other pipeline candidates that will help it cement its leadership in this niche. Retatrutide, a phase 3 asset, posted what look like best-in-class weight loss efficacy numbers and could help the company target patients with very high BMIs (Body Mass Index) who need more aggressive weight loss. The lesson: The anti-obesity space is still arguably underpenetrated. That's why analysts project that it will grow rapidly through the next decade. And arguably no company is better positioned to capitalize on this than Eli Lilly.

Today's Change

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0.70

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7.73

Current Price

$

1109.81

2. Investing in pipeline diversification Although Eli Lilly's weight-loss portfolio is incredibly strong and is helping drive solid top-line growth, the company depends heavily on its core therapeutic areas, including diabetes. In the first quarter, sales from the company's top two selling brands -- Zepbound and the diabetes medicine Mounjaro -- accounted for almost 65% of its total revenue. Eli Lilly has been looking to address that problem, partly by boosting and diversifying its lineup through licensing deals and acquisitions.

The company has invested billions of dollars in acquiring promising products across multiple therapeutic areas, including oncology, neuroscience, and pain management. Not all of the company's initiatives will pay off, but at least some of them should -- and as Eli Lilly launches new products in other areas, it will help decrease its reliance on its diabetes and obesity lineup. Let's consider just one asset Eli Lilly added to its pipeline through the acquisition of a biotech company, Morphic Holdings, for $3.2 billion in cash: MORF-057.

This is an investigational oral medicine for inflammatory bowel diseases (ulcerative colitis and Crohn's disease), a large, multibillion-dollar market where many therapies are administered via subcutaneous injections or intravenously, making an oral option particularly attractive, all else being equal. Eli Lilly also saw the potential for combination treatments for MORF-057 -- perhaps with its already approved therapy in the same niche, Omvoh, that could target patients with severe cases. This could be an important medicine for Eli Lilly's future, and it is just one of the many exciting pipeline programs at its disposal. Eli Lilly is always looking for the next big thing. That's another reason to buy the stock.

3. An underrated dividend stock Eli Lilly has been one of the more impressive growth stocks in the healthcare sector in recent years, but it's also a great pick for income-seeking investors. True, the company's dividend yield isn't that impressive at about 0.6%. But Eli Lilly's shares have risen rapidly in the past decade, which partly explains its low yield. The company's payouts have also grown significantly, to the tune of 239% over the past 10 years. Eli Lilly looks likely to maintain healthy dividend growth for the foreseeable future, which is yet another reason to invest in the company and hold onto its shares for a while.
2026-06-24 11:32 2mo ago
2026-06-22 20:15 2mo ago
Viking Therapeutics ohrožuje Eli Lilly a Novo Nordisk na trhu
LLY Eli Lilly & Co
FMP Stock News 85
Original source text
The market for anti-obesity drugs seems to be at risk of calcifying into a dominant duopoly. Eli Lilly (LLY +0.70%) and Novo Nordisk (NVO +3.30%) split it through their GLP-1 medicines: Zepbound (tirzepatide) and Wegovy (semaglutide) for weight management, and Mounjaro (tirzepatide) and Ozempic (semaglutide) for type 2 diabetes. Together they hold nearly the entire U.S. market for branded obesity and diabetes treatments. Those are the kind of conditions that may be ripe for a new entrant to disrupt the incumbents.

Viking Therapeutics (VKTX +7.54%) wants to be that challenger. Its lead candidate, VK2735, has strong early data in hand, and comes as both a weekly shot and a daily pill. And because the company's market cap is just $3.5 billion, the stock is small enough that a modest win of market share could translate into an outsize return for shareholders. So let's investigate how and why this biotech could threaten Lilly and Novo Nordisk.

Image source: Getty Images.

The biotech's data look good but not great VK2735 is a dual agonist of the GLP-1 and GIP receptors, meaning that it uses the same two-target approach as Eli Lilly's tirzepatide.

In one phase 2 trial, a weekly shot of VK2735 led to participants losing up to 14.7% of their weight over 13 weeks; in a separate phase 2 trial, patients taking the pill formulation saw a maximum weight loss of 12.2% over the same period. In both trials, the gastrointestinal side effects reported by patients were overwhelmingly mild or moderate. Importantly, in the injectable trial, the pace of weight loss didn't appear to be tapering at the end of the study period, leaving open the possibility that patients could lose more weight by simply staying on the treatment longer.

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For context, you should also know that in a head-to-head trial, patients treated with tirzepatide lost 20.2% of their body weight over 72 weeks, whereas patients given semaglutide lost only 13.7%. So, over its 13-week study period, Viking's candidate looks competitive with the leaders. Bear in mind, though, that these are separate trials with different patients, doses, and follow-up lengths, so any comparison is suggestive rather than direct. And weight loss on these drugs tends to slow the longer people stay on them.

But while Viking could win an efficacy matchup against Lilly's and Novo Nordisk's best products on the market, it might have a harder time with the late-stage pipeline candidates that those more mature players are trying to bring to the market.

Eli Lilly's candidate retatrutide is a triple agonist, adding glucagon as a target to the GLP-1/GIP pairing. It reported that after 80 weeks of treatment in a phase 3 clinical trial, patients had lost 28.3% of their body weight, with 45% of subjects shedding at least 30% of their weight.

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Similarly, clinical trial data for Novo Nordisk's candidate, CagriSema, show that patients lost about 22.7% of their body weight after 68 weeks of treatment. The company has already filed approval paperwork with the U.S. Food and Drug Administration (FDA).

Viking's candidate is likely still competitive with both of those other programs, as its study period was much shorter. But be aware that the odds of VK2735 being approved and becoming a decisive win for the biotech are slim; it's still an underdog in the GLP-1 market it's targeting.

The base case is decent Viking Therapeutics could threaten the top and bottom lines of both Novo Nordisk and Eli Lilly, if VK2735's late-stage trials confirm the data already published. If the market for weight loss medicines reaches $100 billion before the end of the decade, as some analysts predict, seizing even a 1% share of the market would lift the biotech's valuation well above its current level.

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The phase 3 trials for the injectable formulation of VK2735 only finished enrolling earlier this year, and because the studies run well over a year, their top-line data won't arrive before 2027. The oral formulation's phase 3 is expected to begin around the end of this year.

If both trials replicate the earlier results, it'll signal that Viking Therapeutics' chances of becoming a player in weight loss drugs have improved from "fair" to "pretty good." If, on the other hand, the data show that VK2735 is actually better than what Lilly and Novo Nordisk can deliver with their next crop of weight-loss candidates in the pipeline, the entire situation will shift, and its odds of being a more formidable threat will rise sharply.
2026-06-24 11:32 2mo ago
2026-06-23 12:10 2mo ago
Eli Lilly uvede lék na hubnutí v Evropě do roku 2027
LLY Eli Lilly & Co
FMP Stock News 85
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The Eli Lilly logo appears on one of the company’s offices in San Diego, California, U.S., November 21, 2025. REUTERS/Mike Blake/File Photo Purchase Licensing Rights, opens new tab

CompaniesBRUSSELS, June 23 (Reuters) - Eli Lilly (LLY.N), opens new tab expects to launch its weight-loss pill in Europe and Britain in the second half of 2026 or early ​2027, with the drugmaker targeting the out-of-pocket telehealth market as it ‌has done in the United States.

Lilly still plans to pursue public reimbursement from European governments where possible, even as new U.S. drug pricing policies complicate negotiations with health authorities.

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Patrik Jonsson, ​executive vice president of Lilly's international businesses, told Reuters the company ​expected Europe and Britain to be among the next markets to ⁠receive the drug after recent approvals in the United States and the ​United Arab Emirates.

Lilly plans to launch the drug for weight-loss as soon as ​it gets regulatory approvals but will partner with telehealth companies because most obesity treatment outside the U.S. is paid for directly by patients rather than public health systems, he said.

The ​strategy builds on its efforts to develop a consumer-focused obesity business outside the ​U.S. through telehealth providers, e-commerce platforms and direct-to-patient channels. Lilly is continuing to apply lessons from ‌the ⁠development of the U.S. obesity market, he said.

Jonsson said Lilly would still seek reimbursement where possible, despite uncertainty created by U.S. President Donald Trump's "most-favoured-nation" pricing policy, which seeks to link some U.S. drug prices to those paid in ​other countries.

"Our goal will ​still be ⁠public coverage, wherever possible," he said. He, however, added that "MFN will play a role for all launches".

Lilly signed an agreement ​with the Trump administration last year committing to provide ​MFN pricing ⁠on new medicines.

Jonsson said Lilly would seek reimbursed prices that were consistent with the company's interpretation of the MFN framework, which links prices to U.S. net prices ⁠adjusted ​for countries' income levels.

His comments come as drugmakers ​and European governments clash over medicine pricing, with companies warning that lower European prices could increasingly affect ​returns in the lucrative U.S. market.

Reporting by Maggie Fick; Editing by Emelia Sithole-Matarise

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Maggie is a Britain-based reporter covering the European pharmaceuticals industry with a global perspective. In 2023, Maggie's coverage of Danish drugmaker Novo Nordisk and its race to increase production of its new weight-loss drug helped the Health & Pharma team win a Reuters Journalists of the Year award in the Beat Coverage of the Year category. Since November 2023, she has also been participating in Reuters coverage related to the Israel-Hamas war. Previously based in Nairobi and Cairo for Reuters and in Lagos for the Financial Times, Maggie got her start in journalism in 2010 as a freelancer for The Associated Press in South Sudan.
2026-06-24 11:32 2mo ago
2026-06-23 17:21 2mo ago
Biotechnologické akcie rostou díky AI a nízkým oceněním.
LLY Eli Lilly & Co
FMP Stock News 85
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Key Takeaways Biotech stocks are exhibiting relative strength amid a 5-year technical breakout. The sector is benefiting from AI-driven efficiency gains. Biotech valuations are near historic lows. Biotech’s Brutal Bear Market Starting in early 2021, the notoriously difficult-to-invest-in biotech sector suffered one of its most brutal bear markets in history. The iShares Biotechnology ETF ((IBB - Free Report) ), a proxy for the Nasdaq Biotechnology Index and pure-play biotech companies, slumped 33%, failing to notch fresh highs for more than four years. While a 33% drawdown may not seem like much in a vacuum, such a drawdown has far more meaning when compared to the S&P 500 Index, which rose more than 60% over the same period.

While U.S. markets have enjoyed a multi-year rally mainly driven by big tech, while biotech has suffered a volatile, choppy, and prolonged sell-off. Although large-cap, cash-rich, mega-cap biotech stocks saw less pain, numerous clinical-stage, speculative biotech stocks loss 50% of their value or more. What caused the carnage?

·       Higher Interest Rates: Early-stage biotech companies often must rely on borrowed money for a decade or more. Interest rate hikes made borrowing more expensive for these companies.

·       Post-COVID Hype Died: While biotech companies were the poster-child of the COVID-19 era on Wall Street, “tourist” investors rushed for the exits afterward, causing selling pressure.

·       Regulatory Red Tape: The Biden Administration’s Federal Trade Commission (FTC) took a very “hawkish” approach to mergers and acquisitions (M&A). M&A is the lifeblood of the biotech sector. Additionally, the Inflation Reduction Act (IRA) introduced government negotiations for Medicare, chilling investment in certain therapeutic areas.

Has Biotech Turned the Corner?The biotech sector is showing promising signs that it has turned the corner. Often, the first sign of a turnaround shows its hand in price, which is why legendary investor Stanley Druckenmiller prefers to “invest, then investigate.” That’s exactly what’s occurring in biotech. The IBB is exhibiting extraordinary relative strength. For instance, the Nasdaq dropped nearly 1,000 points on Tuesday. However, IBB bucked the weakness and gained nearly a percent for the session.

Meanwhile, the longer timeframe also shows promising relative strength. While many tech stocks have plunged off recent highs, IBB is making new highs and is on the cusp of breaking out of a massive 5-year base. As the old Wall Street adage goes, “The longer the base, the higher in space!”

Image Source: TradingView

5 Reasons to Own Biotech Biotech’s bull case goes far beyond its price action. Below are 5 reasons to own the sector:

AI Will Drive Discovery, Reduce CostsDiscovering a drug and passing a clinical trial can result in years of research and development (R&D) expenses. However, that is likely to change with the advent of high-powered AI models. Predictive AI models and advanced computing infrastructure will dramatically reduce R&D expenses and shave off years of R&D time.

M&A & Reduced Red TapeBetween now and the end of the decade, the biotech industry faces a tsunami of patent expirations on blockbuster drugs. For instance, the Novartis ((NVS - Free Report) ) heart failure blockbuster drug recently lost key patents, and the Pfizer ((PFE - Free Report) ) breast cancer drug will soon. These massive revenue hits will cause big tech companies to acquire clinical-stage biotech companies to fill the void. Additionally, a less hawkish FTC means that more acquisitions are likely to be given the green light.

The Coming GLP-1 SupercycleBreakthrough GLP-1 drugs like Eli Lilly’s ((LLY - Free Report) ) “Mounjaro” are likely to lead to a biotech super cycle. In fact, GLP-1s are the closest thing the biotech industry has produced to a wonder drug. For instance, GLP-1s have proven to dramatically reduce obesity, inflammation, and the risk of cardiovascular-related death.

Rock-Bottom ValuationsBiotech’s multi-year bear market has resulted in poor sentiment and rock-bottom valuations – a recipe for a bull market. For example, Pfizer’s P/E is currently hovering near an all-time low.

Image Source: Zacks Investment Research

Diversification & DefenseWall Street’s AI frenzy has likely led to overconcentration in the tech sector. As a result, money managers may look to diversify into biotech and defensive healthcare names.

Bottom Line

With the regulatory friction of a hawkish FTC easing, massive big-pharma cash piles searching for pipeline replacements, and game-changing AI efficiencies coming online, the biotech sector’s fundamentals have fundamentally transformed.
2026-06-24 11:32 2mo ago
2026-06-23 21:38 2mo ago
Abbisko Therapeutics uzavřela dohodu s Eli Lilly za 1,9 miliardy USD
LLY Eli Lilly & Co
FMP Stock News 85
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A drone view shows the Eli Lilly logo on one of the company’s offices after it hit $1 trillion in market value on Friday, becoming the first drugmaker to join the exclusive club dominated by... Purchase Licensing Rights, opens new tab Read more

June 24 (Reuters) - U.S. drugmaker Eli Lilly (LLY.N), opens new tab will collaborate on experimental ​medicines with a unit of oncology-specialist Abbisko ‌Cayman (2256.HK), opens new tab, with potential payments of up to around $1.9 billion if milestones are met, the Chinese drugmaker said on Tuesday.

The deal ​marks another business win for Abbisko Cayman's ​up-and-coming subsidiary Abbisko Therapeutics, which in 2022 entered ⁠into a collaboration agreement with Lilly to discover, ​develop and potentially commercialise a small-molecule therapeutic.

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The latest deal ​with Lilly involves "medicines across multiple targets", Abbisko Cayman said in a filing to the Hong Kong stock exchange.

Shares of the Shanghai-headquartered ​firm were up about 4% after the announcement.

Under ​the terms, Abbisko Therapeutics will conduct discovery and early development ‌activities ⁠for drug programs.

Abbisko Therapeutics and Lilly aim to "accelerate the advancement of innovative therapeutic programs and bring new treatment options to patients worldwide," Abbisko Cayman said.

Abbisko Therapeutics ​declined to comment ​to Reuters ⁠on the types of diseases covered by the collaboration. Lilly did not immediately ​respond to a request for comment.

Abbisko Therapeutics ​is ⁠eligible to receive an upfront payment for an undisclosed amount and up to about $1.9 billion in additional payments ⁠tied ​to development, regulatory and commercial-related ​milestones.

Reporting by Andrew Silver in Shanghai and additional reporting by Nichiket Sunil ​in Bengaluru; Editing by Subhranshu Sahu and Kate Mayberry

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