UK to Reassess Alzheimer’s Drugs Exclusion from NHS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 20 2026
0mins
Should l Buy LLY?
Source: seekingalpha
- Drug Use Reevaluation: The UK's National Institute for Health and Care Excellence (NICE) will reassess its decision to exclude two Alzheimer’s drugs from Eli Lilly (LLY) and Biogen (BIIB)/Eisai (ESALF), highlighting the importance of treatment options for patients.
- Regulatory Approval Context: Following the Medicines and Healthcare Products Regulatory Agency (MHRA) approval of these anti-amyloid drugs, NICE determined in 2024 not to include them in the National Health Service (NHS), prompting successful appeals from the manufacturers.
- Future Assessment Focus: NICE is set to revisit its final draft guidance in 2025, targeting the drugs' impact on the quality of life for Alzheimer's caregivers and the estimated costs of intravenous administration within NHS England, demonstrating a commitment to patient and family welfare.
- Positive Industry Response: Both Lilly and Eisai welcomed NICE's decision, viewing it as a significant moment in the fight against Alzheimer’s disease, indicating the industry's commitment to improving patient quality of life.
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Analyst Views on LLY
Wall Street analysts forecast LLY stock price to rise
20 Analyst Rating
18 Buy
2 Hold
0 Sell
Strong Buy
Current: 878.240
Low
950.00
Averages
1192
High
1500
Current: 878.240
Low
950.00
Averages
1192
High
1500
About LLY
Eli Lilly and Company is a medicine company, which discovers, develops, manufactures, and market products in a single business segment called human pharmaceutical products. The Company manufacture and distribute its products through facilities in the United States, including Puerto Rico, and in Europe and Asia. The Company’s products are sold in approximately 90 countries. Its Cardiometabolic Health products Basaglar; Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, and others; Humulin, Humulin 70/30, and others; Jardiance; Mounjaro; Trulicity; Zepbound, and others. Its oncology products include Cyramza, Erbitux, Tyvyt, Verzenio, Retevmo, Jaypirca, and others. Its immunology products include Ebglyss, Olumiant, Omvoh, and Taltz. Its neuroscience products include Emgality and Kisunla. Its LillyDirect, a direct-to-patient digital health care platform, provides delivery of select Lilly medicines dispensed by third-party pharmacies to patients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Upfront Payments and Future Earnings: The pact includes upfront payments along with milestone payments and royalties based on future outcomes, reflecting Lilly's proactive stance in investing in new technologies to expedite drug development.
- Market Timing: With Lilly's obesity portfolio generating significant revenue, this partnership will further enhance its investments in AI, helping the company maintain a competitive edge in the fast-evolving pharmaceutical market.
- Accelerating Early Discoveries: This transaction illustrates how major pharmaceutical companies are rapidly and efficiently accelerating early-stage drug discoveries, with investors closely monitoring Lilly's AI initiatives to assess their long-term attractiveness and market potential.
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