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JPM26: Eli Lilly reportedly eyes €15bn takeover of Abivax
Yahoo Finance· 2026-01-12 16:17
Core Viewpoint - Eli Lilly is reportedly pursuing a potential acquisition of French biotech company Abivax for approximately €15 billion ($17.5 billion), which has led to a significant increase in Abivax's share price ahead of the J.P. Morgan Healthcare Conference 2026 [1][2]. Group 1: Acquisition Details - Eli Lilly is said to be working on a deal valued at €15 billion ($17.5 billion) for Abivax, a company focused on developing anti-inflammatory drugs [1]. - Abivax's share price surged by 17.5% to €120 at market open on January 12, compared to €99 at market close on January 9 [2]. - Abivax has a market capitalization of €8.4 billion [2]. Group 2: Product Information - Abivax's leading product, obefazimod, is an orally administered small molecule that enhances the anti-inflammatory microRNA, miR-124, in immune cells [3]. - Obefazimod has shown positive Phase III results as a monotherapy for patients with moderate to severely active ulcerative colitis (UC) and is also in Phase II clinical development for Crohn's disease [3]. Group 3: Market Potential - Abivax has indicated that obefazimod is "well positioned to become a future market leader in the inflammatory bowel disease space" [4]. - GlobalData forecasts that obefazimod could generate global sales of $1.8 billion by 2031 [4]. Group 4: Industry Context - The potential acquisition of Abivax coincides with the J.P. Morgan Healthcare Conference 2026, which is known for dealmaking activity in the pharmaceutical and biotech sectors [5]. - The healthcare M&A landscape for 2026 appears strong, with other companies like Revolution Medicines also being targeted for acquisition, with MSD reportedly in talks for a deal worth between $28 billion and $32 billion [5].
Lilly says it's confident in weight-loss pill supply ahead of U.S. approval
Reuters· 2026-01-12 16:07
Core Viewpoint - Eli Lilly expresses confidence in the supply of its weight-loss pill orforglipron ahead of expected U.S. approval in the coming months [1] Company Summary - Eli Lilly is preparing for the anticipated U.S. approval of orforglipron, a weight-loss medication [1]
英伟达(NVDA.US)携手礼来(LLY.US)加码AI制药 五年投入10亿美元共建硅谷联合实验室
Zhi Tong Cai Jing· 2026-01-12 15:57
事实上,业内已开始利用AI计算系统提出潜在的新药或化合物方案,但通常仍需通过实验室验证。英 伟达认为,AI有望自动化其中相当一部分工作。英伟达医疗健康业务副总裁Kimberly Powell表示:"人 类是限制实验室速度的主要瓶颈。" 据介绍,联合实验室将帮助AI工程师深入理解实验设备运行与科研任务流程,进而协助药企对计算机 与软件进行优化,使其承担部分原本由人完成的工作。除联合实验室外,英伟达还在扩展面向医疗行业 的AI模型与智能体,并以开源方式发布,方便外界按需定制。 英伟达(NVDA.US)周一表示,将在未来五年内与礼来(LLY.US)共同投资10亿美元,在硅谷建设一座联合 实验室,目标是加速人工智能(AI)在制药行业的落地应用。 在生态合作方面,英伟达正与赛默飞世尔(TMO.US)合作,将实验室设备接入英伟达的DGX Spark AI计 算机,实现实验活动的自动化控制;同时还与Multiply Labs协作,训练机器人掌握科研流程,为未来实 现高度自动化实验设施铺路。 英伟达称,该设施将把礼来的实验室能力更紧密地带到全球人工智能创新中心。公司将该项目描述 为"联合投资",但未披露具体财务条款。双方希望 ...
Sheinbaum Reaffirms Mexico’s Sovereignty Amidst Trump’s Military Intervention Threats; Nvidia Forges $1 Billion AI Drug Discovery Alliance with Lilly
Stock Market News· 2026-01-12 15:38
Group 1: Mexico-U.S. Relations - Mexican President Claudia Sheinbaum firmly rejected any U.S. military intervention in Mexico, emphasizing national sovereignty and the country's ability to handle its own security issues [2][3] - Sheinbaum announced a 50% decrease in fentanyl trafficking from Mexico to the U.S. over the past year, attributing this success to Mexico's anti-drug operations and increased fentanyl seizures [3][7] - A U.S.-Mexico security committee meeting is scheduled for January 22-23, indicating ongoing dialogue between the two nations regarding security cooperation [3][7] Group 2: Nvidia's Investments in Life Sciences - Nvidia is investing up to $1 billion over five years to establish a co-innovation AI lab with Eli Lilly, aimed at reinventing drug discovery through AI applications [4][7] - The collaboration with Thermo Fisher Scientific focuses on developing autonomous lab infrastructure to enhance scientific discovery, with Nvidia's BioNeMo platform being widely adopted in the life sciences sector [5][7] - New AI models for RNA structure prediction and drug synthesis validation are part of Nvidia's expansion in the life sciences, aiming to turn scientific data into a competitive advantage [5][7] Group 3: European Financial Markets - ABN AMRO successfully priced a EUR1.75 billion debt offering, structured in two parts: a EUR1 billion 3-year fixed tranche and a EUR750 million 10-year fixed tranche [6][7] - The Bank of England sold GBP800 million in gilts, achieving a cover-ratio of 3.19, indicating strong demand for government bonds [8][7]
Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
Reuters· 2026-01-12 15:04
Nvidia and U.S. pharma giant Eli Lilly will spend $1 billion building a new joint research lab in the San Francisco Bay area over five years which will use Nvidia's newest generation Vera Rubin AI chi... ...
RVTY & Eli Lilly Partner to Expand Access to AI Drug Discovery Models
ZACKS· 2026-01-12 15:01
Core Insights - Revvity, Inc. (RVTY) has announced a collaboration with Eli Lilly and Company to integrate Eli Lilly's TuneLab predictive models into the Revvity Signals platform, enhancing AI-driven drug discovery capabilities [1][8] - The partnership aims to address challenges in AI drug discovery by utilizing federated learning and secure knowledge sharing, allowing organizations to collaborate effectively [2][10] - Revvity's stock has seen a 2.7% increase since the announcement, with a 6.1% rise over the past six months, compared to the industry's 10.6% growth and the S&P 500's 14.1% increase [3] Company Developments - The collaboration reinforces RVTY's Signals Xynthetica as a key component of its AI-enabled drug discovery strategy, promoting innovation across the biotech sector [4] - Joint funding initiatives by Eli Lilly and Revvity for small- and mid-sized biotech firms aim to lower entry barriers and encourage broader adoption of the Signals ecosystem [4][10] - RVTY currently holds a market capitalization of $11.84 billion, indicating its significant presence in the market [6] Technology and Market Trends - The TuneLab models leverage advanced AI and machine learning, built on extensive research data from Eli Lilly and the biotech community, enhancing predictive accuracy through federated learning [9] - The Signals platform provides essential infrastructure for utilizing TuneLab models, facilitating data management and collaboration among research teams [11] - The AI in drug discovery market is projected to reach $7.62 billion by 2026, with a CAGR of 9.9% through 2035, driven by reduced drug discovery time and costs, and increased adoption post-COVID-19 [12] Strategic Acquisitions - Revvity has announced plans to acquire ACD/Labs, enhancing its Signals capabilities by integrating advanced analytical software for pharmaceutical and materials science applications [13]
Eli Lilly (NYSE: LLY) Stock Price Prediction and Forecast 2026-2030 (Jan 2026)
247Wallst· 2026-01-12 13:55
From late 2020 to the summer of 2024, Eli Lilly & Co. (NYSE: LLY) stock was on a tear, up more than 635%, before taking a breather and then heading higher. ...
Abivax shares soar 23% as media report reignites M&A chatter
Reuters· 2026-01-12 09:38
Core Viewpoint - Shares in Abivax increased by 23%, surpassing 121 euros, following reports of Eli Lilly's continued interest in acquiring the French biotech company [1] Company Summary - Abivax's stock performance reflects a significant rise, indicating positive market sentiment regarding potential acquisition talks with Eli Lilly [1] - Eli Lilly, a major player in the pharmaceutical industry, is showing interest in expanding its portfolio through the acquisition of Abivax, which may enhance its capabilities in the biotech sector [1]
礼来(LLY.US)小分子GLP-1R激动剂在华申报上市
智通财经网· 2026-01-12 09:03
| 受理品种目录浏览 | 在审品种目录浏览 | | | | | --- | --- | --- | --- | --- | | 年 度: | 2026 > | 药品类型: | 実部 | > 申请类 | | 受理号: | 请输入受理号 | 药品名称: | 请输入药品名称 | 企业名: | | 序号 | 受理号 | 药品名称 | 药品类型 | 申请类型 | | 1 | JXHS2600014 | 奥氟格列隆片 | 化药 | 进口 | 智通财经APP获悉,1月10日,CDE网站显示,礼来(LLY.US)的小分子GLP-1R激动剂奥氟格列隆(Orforglipron)在华申报上市。此前,该药物在2025年11月被 纳入FDA特批药物名单,礼来已于2025年12月向FDA递交该药物用于减重的上市申请。 截至今日,奥氟格列隆已顺利完成7项III期研究,其中4项针对2型糖尿病人群(ACHIEVE-1、ACHIEVE-2、ACHIEVE-3、ACHIEVE-5),2项针对肥胖或超重 人群(ATTAIN-1、ATTAIN-MAINTAIN),1项针对伴2型糖尿病的肥胖或超重人群(ATTAIN-2),相关结果也已披露。 ...
速递|口服小分子GLP-1入华:礼来想改写谁的命运?
GLP1减重宝典· 2026-01-12 04:07
Core Viewpoint - The article highlights the significant progress of Eli Lilly's oral GLP-1 receptor agonist, Orforglipron, in the Chinese market, marking a pivotal step in the commercialization of oral GLP-1 drugs for weight management and metabolic diseases [4][7]. Regulatory Developments - On January 10, 2026, the National Medical Products Administration (NMPA) in China accepted the market application for Orforglipron, indicating a shift towards oral small molecule solutions in the GLP-1 drug category [4]. - Orforglipron has already made strides in overseas regulatory approvals, being included in the FDA's list of special approval drugs in November 2025, followed by a formal application for weight management in December 2025 [6]. Clinical Research - Orforglipron has successfully completed seven Phase III clinical trials, targeting key populations such as Type 2 diabetes and obesity. The studies provide systematic evidence for its efficacy and safety in blood sugar control and weight management [6]. Market Implications - The acceptance of Orforglipron's application in China positions Eli Lilly to potentially lead the commercialization of oral GLP-1 drugs domestically, which may intensify competition in the weight management and metabolic disease treatment sectors [7].