INDIANAPOLIS, May 22, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced that data from studies of imlunestrant, an investigational oral selective estrogen receptor degrader (SERD), olomorasib, an investigational KRAS G12C inhibitor, LY4170156, an investigational antibody-drug conjugate (ADC) targeting folate receptor alpha (FRα) and Verzenio® (abemaciclib; a CDK4/6 inhibitor) will be presented at the 2025 American Society of Clinical Oncology (ASCO) Annual Meeting, taking place May 30 - ...

The authorization in Australia is for adult patients who are Apolipoprotein E-ε4 heterozygotes or non-carriers INDIANAPOLIS, May 21, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) announced today that the Australian Therapeutic Goods Administration (TGA) has granted marketing authorization for Kisunla (donanemab), an injection for intravenous infusion every four weeks to treat mild cognitive impairment and mild dementia due to Alzheimer's disease in adults who are Apolipoprotein E ε4 (ApoE ε4) heter ...

Core Viewpoint - Novo Nordisk is facing significant challenges in the weight loss drug market, particularly as its CEO Lars Fruergaard Jorgensen steps down amid increasing competition from Eli Lilly's Zepbound, which is rapidly gaining market share [2][4][6]. Company Developments - The abrupt resignation of CEO Lars Fruergaard Jorgensen comes as Novo Nordisk's Wegovy loses ground to Eli Lilly's Zepbound, which analysts believe could lead to a market worth over $150 billion by the early 2030s [2][3]. - Novo Nordisk's stock has seen a decline of over 50% in the past year, resulting in a loss of more than $300 billion in market value, while Eli Lilly's shares have surged approximately 800% during the same period [6][5]. - The Novo Nordisk Foundation has urged for an accelerated CEO succession and greater board representation, indicating internal pressure for change [7][8]. Market Competition - Eli Lilly's Zepbound has surpassed Wegovy in new U.S. prescriptions as of early March 2024, capturing an estimated 40% of the U.S. weight loss drug market [11][10]. - Zepbound and Eli Lilly's diabetes drug Mounjaro now account for over half of U.S. prescriptions for GLP-1s, compared to the combined 46% share of Wegovy and Ozempic [10][12]. - Analysts have noted that Zepbound leads to more weight loss than Wegovy, indicating a shift in physician and patient preference [12]. Future Strategies - The new CEO will need to address the challenges of closing the gap with Eli Lilly, launching new weight loss drugs before Wegovy's patents expire, and managing the impact of Medicare drug price negotiations [3][9]. - Novo Nordisk has filed for U.S. approval of an oral version of semaglutide, which could tap into a market projected to be worth $50 billion in the coming years [15][16]. - The company is also exploring partnerships for small-molecule obesity drugs, although these products are still in early development and years away from market entry [21][22]. Strategic Shifts - Despite the CEO transition, Novo Nordisk maintains that its strategy remains unchanged, focusing on its strong product portfolio [19][20]. - Recent licensing deals suggest a potential pivot towards oral small molecule solutions for obesity, indicating a shift from its traditional peptide-based therapeutics [20][21]. - Novo Nordisk's new drug acquisition from United Laboratories International could compete with Eli Lilly's retatrutide, which is in late-stage clinical trials, potentially entering the market sooner [23].

Core Insights - Eli Lilly has a robust pipeline of new medicines that has the potential to drive an increase in stock price [1] Company Overview - The stock prices referenced were from the afternoon of May 15, 2025, indicating a specific timeframe for the analysis [1] - The video discussing these insights was published on May 17, 2025, suggesting timely relevance to the current market conditions [1]

Group 1 - Eli Lilly is gaining market share in a lucrative market, which could act as a catalyst for stock price increase [1]

Eli Lilly and Company (NYSE:LLY) BofA Securities 2025 Health Care Conference Call May 15, 2025 11:40 AM ET Company Participants Lucas Montarce - CFO Mike Czapar - SVP, IR Conference Call Participants Tim Anderson - Bank of America Tim Anderson Thanks for joining us. I'm Tim Anderson, the U.S. Pharma and Biotech analyst at Bank of America. Happy to have Lilly here on this final day of the conference. We have Lucas Montarce, who's Executive Vice President and Chief Financial Officer at the company. Role he's ...

Eli Lilly (LLY) 2025 Conference May 15, 2025 11:40 AM ET Speaker0 Thanks for joining us. I'm Tim Anderson, the US pharma and biotech analyst at Bank of America. Happy to have Lily here on this final day of the conference. We have Lucas Montarce, who's Executive Vice President and Chief Financial Officer at the company. The role he's held since September of twenty twenty four, He's been with the company a long time, since 2021, in both US and international roles. And we have Mike Zapar, who's senior vice pre ...

The stock market experienced quite a bit of volatility during President Donald Trump's first 100 days in office. President Donald Trump's first 100 days in office occurred between Monday, Jan. 20, and Tuesday, April 29. During this period, the S&P 500 (^GSPC 0.10%) and Nasdaq Composite (^IXIC 0.72%) dropped by 7% and 11%, respectively. From competing artificial intelligence (AI) platforms out of China, geopolitical tensions in Europe and the Middle East, and (of course) tariffs, there have been many factors ...

Core Viewpoint - Eli Lilly and Company has experienced a significant stock decline of 17% in May, attributed to mixed earnings results and competitive pressures in the obesity market, particularly from CVS Caremark's partnership with Novo Nordisk [1][3][30] Financial Performance - Lilly reported mixed earnings on May 1, missing first-quarter earnings estimates but exceeding sales expectations, with key drugs Mounjaro, Zepbound, Jardiance, and Taltz performing well [1][2] - Mounjaro and Zepbound generated combined sales of $6.15 billion in Q1 2025, accounting for approximately 48% of total revenues [6][30] - Despite better-than-expected sales, Lilly's stock fell 11% on the earnings announcement day due to the earnings miss and lowered EPS guidance [2][30] Product Performance - Sales of Mounjaro and Zepbound have shown strong growth, with Mounjaro leading in new prescriptions for type II diabetes and Zepbound holding a 60% market share in the anti-obesity market [8][9] - Lilly's new drugs, including Omvoh, Jaypirca, Ebglyss, and Kisunla, are contributing to top-line growth alongside Mounjaro and Zepbound [12][13] Market Dynamics - The obesity market is projected to reach $100 billion by 2030, with increasing competition from companies like Amgen and Viking Therapeutics developing GLP-1-based therapies [16][18] - CVS Caremark's partnership with Novo Nordisk to promote Wegovy as its preferred GLP-1 therapy has raised concerns about market share for Lilly's Zepbound [3][28] Future Outlook - Lilly maintains its sales guidance for 2025, expecting revenues between $58.0 billion and $61.0 billion, reflecting a 32% year-over-year growth driven by Mounjaro and Zepbound [30] - The company is investing in expanding its pipeline, with several new drugs in development and plans for regulatory filings for orforglipron by the end of 2025 [14][15] Stock Valuation - Lilly's stock has underperformed the industry, declining 3.2% year-to-date compared to the industry's 2.4% decrease [19] - Estimates for Lilly's 2025 earnings have decreased from $23.49 to $22.20 per share over the past month, indicating a downward trend in earnings expectations [24][30]

Core Insights - Eli Lilly's Zepbound (tirzepatide) demonstrated superior efficacy in weight loss compared to Wegovy (semaglutide) in the SURMOUNT-5 trial, achieving an average weight loss of 20.2% versus 13.7% at 72 weeks [1][2][3] Group 1: Trial Results - Zepbound participants lost an average of 50.3 lbs (22.8 kg), while Wegovy participants lost an average of 33.1 lbs (15.0 kg), indicating a 47% greater relative weight loss with Zepbound [2] - In key secondary endpoints, 64.6% of Zepbound participants achieved at least 15% weight loss compared to 40.1% for Wegovy [2][5] - Zepbound also showed a greater average waist circumference reduction of 7.2 inches (18.4 cm) compared to 5.1 inches (13.0 cm) for Wegovy [2][5] Group 2: Safety and Tolerability - The safety profile of Zepbound was consistent with previous trials, with gastrointestinal-related adverse events being the most common and generally mild to moderate [5] - 6.1% of Zepbound participants discontinued treatment due to adverse events, compared to 8.0% for Wegovy [5] Group 3: Product Information - Tirzepatide is marketed as Zepbound in the U.S. for adults with obesity or overweight with weight-related medical problems, and as Mounjaro for type 2 diabetes [6][10] - Zepbound is FDA-approved for adults with moderate-to-severe obstructive sleep apnea and obesity [10]