Lebrikizumab

Sean and Audra, suffering from eczema, found relief with new treatments Ebglyss and a combination of Vtama and Dupixent, respectively. Eczema affects millions, with treatments evolving to include JAK inhibitors, steroid-free creams like Vtama and Zoryve, and biologics such as Dupixent and Ebglyss, offering hope for long-term relief.

As of Dec 5, 2024, FDA approved 44 novel drugs, including 9 oncology treatments, 3 cardiovascular therapies, and 3 diagnostic/imaging agents. Notable approvals include Bizengri for lung/pancreatic cancers, Attruby for transthyretin-mediated amyloidosis, and Ziihera for HER2-positive biliary tract cancer. Oncology dominated with first-in-class treatments and precision medicine advancements.

Amazon, Microsoft, Nvidia, Apple, Tesla, and Berkshire Hathaway are trillion-dollar market cap companies. JPMorgan Chase, Walmart, and Eli Lilly are contenders for joining this elite club, with strong financials and growth prospects.

Almirall's CEO Carlos Gallardo reports the successful launch of Lilly-partnered atopic dermatitis drug Ebglyss in Germany and other European countries, achieving desired pricing.

Eli Lilly’s EBGLYSS showed improvement in skin condition and itch relief in moderate-to-severe atopic dermatitis patients, particularly those unresponsive to dupilumab, according to the Phase IIIb ADapt study. 57% achieved EASI-75 by week 16, rising to 60% by week 24, with 52% experiencing clear or almost clear facial dermatitis by week 24. The therapy’s safety profile remained consistent with previous trials.

Stanley Druckenmiller's Duquesne Family Office exited Eli Lilly, but the stock's potential remains high due to its Alzheimer's drug, eczema treatment, and AI initiatives.

Sun Pharma's Leqselvi 8 mg tablets showed significant scalp hair regrowth in severe alopecia areata patients. Adbry achieved EASI-75 in 92.9% and IGA 0/1 in 66.7% of AD patients. Joel Gelfand discussed complex psoriasis cases and phototherapy at Fall Clinical 2024. Ebglyss reduced eczema severity and itch, with 60% of prior dupilumab patients meeting key improvements. Aaron Farberg explored melanoma and cSCC prognostic tools and gene expression profiling. Chovatiya presented on chronic and eczema and early career controversies. Rocatinlimab affected SCORAD scores in atopic dermatitis patients.

Eli Lilly's Ebglyss (lebrikizumab) showed significant improvement in skin clearance and itch relief in patients with moderate-to-severe atopic dermatitis previously treated with Dupixent, achieving EASI-75 in 57% at Week 16 and 60% at Week 24. The drug also demonstrated clear or almost clear face dermatitis in 52% at Week 24 and reduced hand dermatitis by 75% at Week 24, with minimal adverse events leading to discontinuation.

Eli Lilly's shares surged 56% YTD, driven by blockbuster drugs like Mounjaro and Zepbound. The FDA's approval of Ebglyss, an injectable eczema treatment, expands Lilly's market reach. Financials are strong, with Q2 revenue up 36% to $11.30B, and full-year 2024 revenue guidance increased by $3B. Analysts predict a 25.7% revenue increase for FY2025. LLY's POWR Ratings reflect its strong fundamentals, ranking it #42 in the Medical – Pharmaceuticals industry.