Eli Lilly Partners with MeiraGTx to Create Gene Therapies for Ocular Disorders
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
0mins
Source: SeekingAlpha
Collaboration Announcement: MeiraGTx (MGTX) shares rose approximately 18% in premarket trading after announcing a strategic collaboration with Eli Lilly (LLY) to develop gene therapies for eye diseases, specifically targeting Leber congenital amaurosis 4 (LCA4).
Exclusive Rights and Financial Terms: Under the agreement, Eli Lilly will receive exclusive global rights to MGTX's AAV-AIPL1 gene therapy program and other gene therapy technologies, with MeiraGTx set to receive $75 million upfront and over $400 million based on milestone achievements, along with tiered royalties on future sales.
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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: 1020.560
Low
950.00
Averages
1192
High
1500
Current: 1020.560
Low
950.00
Averages
1192
High
1500
About LLY
Eli Lilly and Company is a medicine company, which discovers, develops, manufactures, markets, and sells pharmaceutical products worldwide. Its cardiometabolic health products include 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; VERVE-102; VERVE-201, and VERVE-301. Its oncology products include Cyramza, Erbitux, Tyvyt, and Verzenio. Its immunology products include Ebglyss, Olumiant, Omvoh, and Taltz. Its neuroscience products include Emgality and Kisunla. The Company is also engaged in radiopharmaceutical discovery, development, and manufacturing efforts, and clinical and pre-clinical radioligand therapies in development for the treatment of cancer. It is also developing an oral small molecule inhibitor of a4b7 integrin for inflammatory bowel disease (IBD). It is evaluating its novel gene therapy candidate, ixoberogene soroparvovec.
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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- Steroid-Free Remission Rate: Data from the VIVID-2 study reveals that at 152 weeks, 91.2% of patients achieved corticosteroid-free clinical remission, a result that not only enhances patient quality of life but also strengthens Eli Lilly's competitive position in the immunotherapy market.
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- Global Regulatory Approvals: Omvoh has received regulatory approval in 47 countries for the treatment of moderately to severely active ulcerative colitis and Crohn's disease, reflecting its broad recognition and application potential in the global market.
See More
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- Significant Reduction in Hospitalization Rates: Patients treated with Omvoh experienced nearly a 50% reduction in hospitalization rates in the first 12 weeks and nearly 70% reduction from weeks 12 to 52, indicating the drug's potential to significantly improve patient quality of life by lowering disease-related complications.
- Notable Symptom Improvement: Among Omvoh-treated patients, 82.1% achieved significant relief from bowel urgency, with 71.7% scoring below 2 on the urgency scale, highlighting the drug's effectiveness in alleviating symptoms and enhancing clinician confidence in its use.
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See More
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- Manufacturing Capacity Boost: By ramping up production capabilities, Lilly has ensured product availability, addressing shortages from previous years, which has allowed more patients to receive timely treatment and further propelled market share growth.
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