PharmaVitae explores Eli Lilly’s prescription pharmaceutical performance and outlook over 2019–29.
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 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.
Model updates (4 November 2019)
- Trulicity forecast adjusted higher in 5EU and RoW due to strong volume performance
- Emgality forecast adjusted higher due to strong launch in the US, but lowered in 5EU and RoW due to slower-than-expected launches
- Alimta forecast adjusted lower due to less of a benefit from combination therapy with Keytruda in the US
- Verzenio forecast adjusted higher due to higher prices and demand in the US
- Jardiance forecast adjusted higher due to robust volume growth globally
- Olumiant forecast adjusted higher due to better performance in Europe
- Pegilodecakin forecast adjusted lower due to failure in pancreatic cancer
- Baqsimi forecast added.
Model updates (16 July 2019)
- Trulicity sales adjusted upwards due to continued growth of GLP-1 class and market share gains
- Humalog sales adjusted lower due to increased rebates and discounts, as well as launch of insulin lispro in the US
- Alimta sales adjusted lower due to lesser benefit from combination therapy with Keytruda in the US
- Cialis sales adjusted upwards due to less generic competition than anticipated in the Rest of World region
- Forteo sales adjusted lower due to upcoming biosimilar competition, and trajectory normalized after outsized growth in 2017
- Humulin sales adjusted lower due to increased rebates and discounts in the US
- Taltz sales adjusted lower due to normalization after rapid launch in 2018
- Cymbalta sales adjusted upwards due to better performance in Japan
- Lartruvo removed from forecast after withdrawal from market due to failure of Phase III ANNOUNCE trial
- Emgality sales adjusted lower due to slower-than-anticipated US launch
- LY900014 added
- Mirikizumab added
- Pegilodecakin added
- LY3298176 added
- LOXO-292 added.
Table of Contents
Company Background
Company Overview
Key Metrics
SWOT Analysis
Key Drug & Company Information
Company Comparison
Recent Earnings Review
Earnings Overview
Notable Quotes & Important Topics
Pharma Insights Analysis
Company Forecast
Prescription Pharmaceuticals Sales Outlook
Branded Drug Outlook
Launch Profile Outlook
Therapy Area Outlook
Regional Sales Outlook
Lifecycle Analysis
Company Profile
Marketed & Pipeline Drugs
Recent Events & Analyst Opinions
Upcoming Catalysts
Recent Insights
Clinical Trial Overview
Clinical Trial Snapshot
Clinical Trials by Country
Clinical Trials by Status and Phase
Clinical Trials by Drug