Lilly Eli & Co Stock Price, News & Analysis

Eli Lilly (LLY) presented promising Phase 1 data for its folate receptor alpha (FRα) antibody-drug conjugate (LY4170156) in treating platinum-resistant ovarian cancer. The drug showed a 55% overall objective response rate (ORR) at the recommended Phase 2 dose of 4 mg/kg. The study included 95 patients with high-grade serous ovarian cancer, with efficacy demonstrated across all FRα expression levels, including patients previously treated with mirvetuximab soravtansine. The drug showed a favorable safety profile with common side effects including nausea (64%), anemia (40%), and fatigue (32%). Notably, no treatment-emergent neuropathy or ocular toxicity was observed. The overall disease control rate was 74% among the 58 efficacy-evaluable patients, suggesting potential significant expansion of treatment options for ovarian cancer patients.

Eli Lilly (NYSE: LLY) will present data from multiple studies at the American Diabetes Association's 85th Scientific Sessions (June 20-23, 2025) in Chicago. Key presentations will feature results from several investigational drugs: • Orforglipron: ACHIEVE-1 Phase 3 trial results for this small molecule GLP-1 receptor agonist • Insulin efsitora alfa: QWINT-1, QWINT-3, and QWINT-4 Phase 3 trial results for this once-weekly basal insulin • Bimagrumab: BELIEVE Phase 2b trial results evaluating this activin pathway inhibitor alone and with semaglutide • Tirzepatide (Zepbound/Mounjaro): Multiple presentations including SURMOUNT-1 176-week data and SURMOUNT-5 comparison vs semaglutide • Retatrutide and Eloralintide: Preclinical and early clinical data Lilly will host an investor event on June 22 to discuss key presentations and their cardiometabolic health portfolio.

Eli Lilly (NYSE: LLY) has announced a definitive agreement to acquire SiteOne Therapeutics, a private biotech company specializing in sodium channel inhibitors for pain treatment. The deal, valued at up to $1.0 billion in cash, includes upfront payment and milestone-based payments. The key asset is STC-004, a Phase 2-ready Nav1.8 inhibitor being developed as a potential next-generation, non-opioid treatment for chronic pain. This acquisition aligns with Lilly's strategy to advance addiction-free pain therapies and address the growing global burden of chronic pain. The transaction is subject to customary closing conditions and will be reflected in Lilly's financial guidance upon completion.

Eli Lilly (NYSE: LLY) will present data from multiple oncology studies at the 2025 ASCO Annual Meeting (May 30-June 3, Chicago). Key presentations include: 1. Imlunestrant: Patient-reported outcomes and safety analyses from Phase 3 EMBER-3 trial in ER+/HER2- advanced breast cancer 2. Olomorasib: Updated results from Phase 1/2 studies combining this KRAS G12C inhibitor with: - Pembrolizumab in NSCLC - Cetuximab in colorectal cancer 3. LY4170156: Initial results from Phase 1a/1b study of this FRα-targeting antibody-drug conjugate in platinum-resistant ovarian cancer 4. Verzenio: Analysis of BMI impact on efficacy and safety in breast cancer patients from the monarchE trial

Eli Lilly's Kisunla (donanemab) has received marketing authorization in Australia for treating early symptomatic Alzheimer's disease in adults who are ApoE ε4 heterozygotes or non-carriers. This marks the 13th regulatory authorization globally for the drug.

Key clinical results from the TRAILBLAZER-ALZ 2 Phase 3 study showed that Kisunla:

• Slowed cognitive and functional decline by up to 35% compared to placebo at 18 months
• Reduced disease progression risk by 39% over the same period

The drug targets amyloid plaques and is notable as the only amyloid-targeting therapy with evidence supporting treatment discontinuation once plaques are removed. Of the estimated 600,000 Australians living with Alzheimer's, approximately 450,000 in early stages could be assessed for Kisunla treatment eligibility.

Eli Lilly's Zepbound (tirzepatide) demonstrated superior weight loss results compared to Wegovy (semaglutide) in the Phase 3b SURMOUNT-5 trial. After 72 weeks, Zepbound patients achieved an average weight reduction of 20.2% compared to 13.7% with Wegovy, representing a 47% greater relative weight loss. Zepbound patients lost an average of 50.3 lbs versus 33.1 lbs with Wegovy. The trial met all primary and secondary endpoints, with 64.6% of Zepbound patients achieving at least 15% weight loss compared to 40.1% for Wegovy. Zepbound also showed superior waist circumference reduction of 7.2 inches versus 5.1 inches for Wegovy. The safety profile was consistent with previous trials, with mainly mild to moderate gastrointestinal-related adverse events.

Eli Lilly (NYSE: LLY) announced plans to invest up to $250 million in an expanded collaboration with Purdue University over the next eight years, potentially becoming the largest industry-academic agreement in U.S. history. The Lilly-Purdue 360 Initiative, extending through 2032, aims to accelerate pharmaceutical innovation across the entire pipeline.

The partnership will focus on key areas including: AI-powered drug discovery, technology-enabled treatment acceleration, manufacturing optimization through robotics and AI, and workforce development. The collaboration includes on-site research opportunities at both institutions and builds on existing programs like Lilly Scholars and the Lilly and Purdue Research Alliance Center (LPRC).

Eli Lilly (NYSE: LLY) announced key executive leadership changes to support its continued growth trajectory. Ilya Yuffa, currently EVP and president of Lilly International, will become EVP and president of Lilly USA and Global Customer Capabilities, leading U.S. operations and product launches. Patrik Jonsson, current EVP and president of Lilly Cardiometabolic Health and Lilly USA, will transition to EVP and president of Lilly International, overseeing all non-U.S. markets. Kenneth Custer, Ph.D., currently GM of Lilly Canada, will be promoted to EVP and president of Lilly Cardiometabolic Health and join the executive committee. These changes aim to enhance the company's focus on U.S. business and global therapeutic areas amid significant growth in cardiometabolic health and U.S. operations.

Eli Lilly (NYSE:LLY) has announced its quarterly dividend payment for Q2 2025. The company's board of directors has declared a dividend of $1.50 per share on outstanding common stock. The dividend will be paid on June 10, 2025, to shareholders who are on record as of the close of business on May 16, 2025.