Lebrikizumab

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.

Eli Lilly's stock has surged 58% in 2024, driven by success in diabetes and obesity markets with GLP-1 agonists Mounjaro and Zepbound, and FDA approval for Alzheimer's drug donanemab. Recently, Lilly received FDA approval for atopic dermatitis medication Ebglyss, targeting a $31.4 billion global market by 2034. Despite a high P/E ratio of 113, Lilly's diverse opportunities in Alzheimer's, eczema, and AI suggest potential undervaluation.

Eli Lilly’s Ebglyss (lebrikizumab) gains US approval for atopic dermatitis (AD), offering a new therapeutic option for patients with limited success from existing treatments. Ebglyss’s clinical trials demonstrated efficacy and tolerance, positioning it as a competitor to Dupixent and Adbry/Adtralza. Comparative studies suggest lebrikizumab may offer equal or superior long-term efficacy and less frequent dosing. Ebglyss’s market success will depend on differentiation, strategic positioning, and real-world clinical benefits.

Eli Lilly’s Ebglyss (lebrikizumab) approval in the US positions it competitively in the atopic dermatitis market, offering a therapeutic option for patients with limited success from existing treatments. Ebglyss selectively targets IL-13, potentially providing equal or superior long-term efficacy with less frequent dosing compared to Dupixent and Adbry/Adtralza. Its success will depend on differentiation, strategic positioning, and real-world clinical benefits.

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Eli Lilly's EBGLYSS (lebrikizumab-lbkz) showed sustained disease control for up to three years in 80%+ of moderate-to-severe atopic dermatitis patients, with 84% on monthly and 83% on bi-weekly regimens maintaining clear or almost clear skin. The treatment received FDA approval earlier this month.

ADjoin study results show 80%+ of moderate-to-severe atopic dermatitis patients maintained skin clearance for up to 3 years with Ebglyss (lebrikizumab-lbkz) monthly dosing. Ebglyss, targeting IL-13, was FDA-approved in 2024 for ages 12+ and demonstrated durable efficacy and consistent safety.