The publisher explores Eli Lilly’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (3 November 2020)
Model updates (3 August 2020)
Model updates (2 June 2020)
Model updates (28 February 2020)
Snapshot
- Overview - Eli Lilly’s prescription pharmaceutical business has been reversing recent declines and will grow out to 2029.
- Key themes - [1] Diabetes sales will peak in the early 2020s, as key patent expirations will only be partially offset by strong biosimilar growth [2] Oncology portfolio will be a growth driver through the forecast period [3] Eli Lilly will remain active in business development (Loxo Oncology, Dermira) to bolster development pipeline.
Model updates (3 November 2020)
- Trajenta royalties adjusted lower in the US
- Trulicity forecast adjusted lower in the US
- Jardiance royalties adjusted lower in the US.
Model updates (3 August 2020)
- Verzenio forecast adjusted higher due to recent results of Phase III monarchE study in adjuvant breast cancer
- Retevmo forecast adjusted higher due to initial launch trends
- Reyvow forecast adjusted lower due to initial launch trends.
Model updates (2 June 2020)
- Trulicity forecast adjusted higher
- Jardiance royalties forecast adjusted lower due to amendment of agreement between Boehringer Ingelheim and Eli Lilly
- Trajenta royalties forecast adjusted lower due to amendment of agreement between Boehringer Ingelheim and Eli Lilly
- LY900014 forecast adjusted higher due to earlier-than-expected approval in Europe and Japan
- Olumiant forecast adjusted lower in the US
- Tyvyt forecast added.
Model updates (28 February 2020)
- Trulicity forecast adjusted due to sustained robust volume growth globally
- Jardiance royalties forecast adjusted higher due to sustained leadership in the SGLT-2 inhibitor class
- Taltz forecast adjusted higher due to strong prescription growth in both dermatology and rheumatology
- Verzenio forecast adjusted lower to better align with launch trajectory and trends in the CDK4/6 market
- LOXO-292 name changed to selpercatinib; forecast pulled forward due to earlier-than-expected regulatory filings
- LY3298176 name changed to tirzepatide
- Pegilodecakin forecast removed after failures of CYPRESS 1 and CYPRESS 2 in non-small cell lung cancer
- Tanezumab forecast added
- Lebrikizumab forecast added due to acquisition of Dermira
- Qbrexza forecast added due to acquisition of Dermira.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
