Eli Lilly Enhances Genetic Eye Disease Pipeline Through Collaboration with MeiraGTx on Gene Therapy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
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Should l Buy LLY?
Source: Benzinga
MeiraGTx and Eli Lilly Collaboration: MeiraGTx Holdings has entered a strategic partnership with Eli Lilly, granting exclusive rights to its AAV-AIPL1 program for treating Leber congenital amaurosis 4, with an upfront payment of $75 million and potential milestone payments exceeding $400 million.
Clinical Success of AAV-AIPL1: Clinical trials showed that all 11 children treated with AAV-AIPL1 gained vision, with additional improvements in communication, behavior, learning, and social integration.
Riboswitch Technology: The collaboration includes access to MeiraGTx’s riboswitch technology for gene editing in ophthalmology, allowing precise control over therapeutic protein production through oral dosing.
SanegeneBio and Eli Lilly Partnership: SanegeneBio has also partnered with Eli Lilly to advance RNAi candidates for metabolic diseases, with potential milestone payments up to $1.2 billion and a focus on developing therapies that can be administered infrequently.
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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: 897.000
Low
950.00
Averages
1192
High
1500
Current: 897.000
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.
ELI LILLY - EBGLYSS MAINTAINS STABLE SAFETY PROFILE WITH NO NEW SAFETY CONCERNS IN ITS FIRST YEAR
Safety Profile Consistency: The safety profile of the product remains consistent, indicating reliability in its performance.
Lack of New Safety Signals: There have been no new safety signals reported in the first year of monitoring, suggesting ongoing safety assurance.
See More
ELI LILLY - EBGLYSS PROVIDES FOUR YEARS OF SUSTAINED DISEASE CONTROL FOR ATOPIC DERMATITIS
- Durable Disease Control: Eli Lilly has achieved four years of effective control over a specific disease, demonstrating the durability of their treatment approach.
- Focus on Dermatology: The advancements are particularly relevant in the field of dermatology, highlighting the company's commitment to addressing skin-related health issues.
See More
LILLY'S EBGLYSS (LEBRIKIZUMAB-LBKZ) PROVIDES LONG-LASTING DISEASE CONTROL FOR UP TO FOUR YEARS IN PATIENTS WITH MODERATE-TO-SEVERE ATOPIC DERMATITIS
Treatment Duration: Patients with moderate-to-severe atopic dermatitis can receive up to four years of effective disease control.
Disease Management: The treatment aims to provide durable control of the condition, improving the quality of life for affected individuals.
See More
Lilly's EBGLYSS Shows Significant Four-Year Efficacy
- Efficacy Durability: In the ADlong Phase 3b study, nearly all patients treated with EBGLYSS achieved significant skin improvement (EASI-75) over four years, with 75% reaching near-complete skin clearance (EASI-90), indicating a transformative impact on the quality of life for eczema patients.
- Itch Relief: 78% of patients experienced significant itch relief (Pruritus NRS≤4) during treatment, which is crucial for enhancing daily living and mental health, demonstrating EBGLYSS's effectiveness in alleviating eczema symptoms.
- Steroid-Free Treatment: 80% of patients achieved results without the need for topical corticosteroids while on EBGLYSS, indicating the drug's ability to provide durable outcomes and reduce reliance on traditional therapies, thereby reshaping the treatment paradigm for eczema.
- Safety Profile: The safety of EBGLYSS in the first year of the ADlong study was consistent with known safety profiles, with no new safety signals observed, and the majority of adverse events were mild or moderate, reinforcing its potential as a first-line biologic treatment.
See More
Ebglyss Shows Durable Efficacy in Atopic Dermatitis for Four Years
- Durable Efficacy: Eli Lilly's Ebglyss therapy demonstrated a 75% reduction in Eczema Area and Severity Index (EASI) over four years in the ADlong Phase 3b study, indicating its long-lasting effectiveness in treating atopic dermatitis, which could significantly enhance patients' quality of life.
- Significant Improvement: 75% of patients treated with Ebglyss achieved a 90% reduction in EASI, indicating near-complete skin clearance, while 78% reported significant itch relief, showcasing the therapy's effectiveness and patient satisfaction.
- Market Potential: Ebglyss received FDA approval in 2024 for adults and children aged 12 and older with atopic dermatitis who have not adequately responded to topical therapies, which is expected to drive Eli Lilly's market share growth in the dermatology sector.
- Collaborative Promotion: Eli Lilly is marketing Ebglyss in Europe in partnership with Spanish pharmaceutical company Almirall, leveraging both companies' market resources and expertise to further expand the therapy's international reach.
See More
Eli Lilly vs. Novo Nordisk: Obesity Drug Showdown
- Clinical Trial Victory: Eli Lilly's weight loss drug Zepbound achieved a mean weight loss of 20.2% in a 72-week clinical trial, significantly outperforming Novo Nordisk's Wegovy at 13.7%, which solidifies Zepbound's market lead and enhances Eli Lilly's competitive position in the obesity drug sector.
- New Drug Approval Dynamics: Novo Nordisk recently received approvals for an oral version and a high-dose formulation of Wegovy, which may help regain market share; however, it faces fierce competition from Eli Lilly's upcoming oral GLP-1 drug orforglipron, which targets both weight loss and diabetes.
- Pipeline Diversity Comparison: Eli Lilly's pipeline not only excels in weight loss but also includes blockbuster drugs like Verzenio and Taltz, which could generate over $1 billion in annual sales, showcasing its business diversity and growth potential beyond obesity treatments.
- Valuation Discrepancy Analysis: While Eli Lilly's forward P/E ratio of 26.6 is higher than Novo Nordisk's 10.9, its strong prospects in weight management and other areas make its stock more attractive, even as Novo Nordisk may appear undervalued at current levels.
See More
ELI LILLY - EBGLYSS MAINTAINS STABLE SAFETY PROFILE WITH NO NEW SAFETY CONCERNS IN ITS FIRST YEAR
Safety Profile Consistency: The safety profile of the product remains consistent, indicating reliability in its performance.
Lack of New Safety Signals: There have been no new safety signals reported in the first year of monitoring, suggesting ongoing safety assurance.
See More
ELI LILLY - EBGLYSS PROVIDES FOUR YEARS OF SUSTAINED DISEASE CONTROL FOR ATOPIC DERMATITIS
- Durable Disease Control: Eli Lilly has achieved four years of effective control over a specific disease, demonstrating the durability of their treatment approach.
- Focus on Dermatology: The advancements are particularly relevant in the field of dermatology, highlighting the company's commitment to addressing skin-related health issues.
See More
LILLY'S EBGLYSS (LEBRIKIZUMAB-LBKZ) PROVIDES LONG-LASTING DISEASE CONTROL FOR UP TO FOUR YEARS IN PATIENTS WITH MODERATE-TO-SEVERE ATOPIC DERMATITIS
Treatment Duration: Patients with moderate-to-severe atopic dermatitis can receive up to four years of effective disease control.
Disease Management: The treatment aims to provide durable control of the condition, improving the quality of life for affected individuals.
See More
Lilly's EBGLYSS Shows Significant Four-Year Efficacy
- Efficacy Durability: In the ADlong Phase 3b study, nearly all patients treated with EBGLYSS achieved significant skin improvement (EASI-75) over four years, with 75% reaching near-complete skin clearance (EASI-90), indicating a transformative impact on the quality of life for eczema patients.
- Itch Relief: 78% of patients experienced significant itch relief (Pruritus NRS≤4) during treatment, which is crucial for enhancing daily living and mental health, demonstrating EBGLYSS's effectiveness in alleviating eczema symptoms.
- Steroid-Free Treatment: 80% of patients achieved results without the need for topical corticosteroids while on EBGLYSS, indicating the drug's ability to provide durable outcomes and reduce reliance on traditional therapies, thereby reshaping the treatment paradigm for eczema.
- Safety Profile: The safety of EBGLYSS in the first year of the ADlong study was consistent with known safety profiles, with no new safety signals observed, and the majority of adverse events were mild or moderate, reinforcing its potential as a first-line biologic treatment.
See More
Ebglyss Shows Durable Efficacy in Atopic Dermatitis for Four Years
- Durable Efficacy: Eli Lilly's Ebglyss therapy demonstrated a 75% reduction in Eczema Area and Severity Index (EASI) over four years in the ADlong Phase 3b study, indicating its long-lasting effectiveness in treating atopic dermatitis, which could significantly enhance patients' quality of life.
- Significant Improvement: 75% of patients treated with Ebglyss achieved a 90% reduction in EASI, indicating near-complete skin clearance, while 78% reported significant itch relief, showcasing the therapy's effectiveness and patient satisfaction.
- Market Potential: Ebglyss received FDA approval in 2024 for adults and children aged 12 and older with atopic dermatitis who have not adequately responded to topical therapies, which is expected to drive Eli Lilly's market share growth in the dermatology sector.
- Collaborative Promotion: Eli Lilly is marketing Ebglyss in Europe in partnership with Spanish pharmaceutical company Almirall, leveraging both companies' market resources and expertise to further expand the therapy's international reach.
See More
Eli Lilly vs. Novo Nordisk: Obesity Drug Showdown
- Clinical Trial Victory: Eli Lilly's weight loss drug Zepbound achieved a mean weight loss of 20.2% in a 72-week clinical trial, significantly outperforming Novo Nordisk's Wegovy at 13.7%, which solidifies Zepbound's market lead and enhances Eli Lilly's competitive position in the obesity drug sector.
- New Drug Approval Dynamics: Novo Nordisk recently received approvals for an oral version and a high-dose formulation of Wegovy, which may help regain market share; however, it faces fierce competition from Eli Lilly's upcoming oral GLP-1 drug orforglipron, which targets both weight loss and diabetes.
- Pipeline Diversity Comparison: Eli Lilly's pipeline not only excels in weight loss but also includes blockbuster drugs like Verzenio and Taltz, which could generate over $1 billion in annual sales, showcasing its business diversity and growth potential beyond obesity treatments.
- Valuation Discrepancy Analysis: While Eli Lilly's forward P/E ratio of 26.6 is higher than Novo Nordisk's 10.9, its strong prospects in weight management and other areas make its stock more attractive, even as Novo Nordisk may appear undervalued at current levels.
See More
