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Lilly’s Orforglipron Edges Novo’s GLP-1 Pill in Major Diabetes Trial
business2 days ago

Lilly’s Orforglipron Edges Novo’s GLP-1 Pill in Major Diabetes Trial

In a year-long, head-to-head trial with 1,698 diabetes patients, Eli Lilly’s oral GLP-1 pill orforglipron outperformed Novo Nordisk’s Rybelsus on blood sugar control and weight loss (roughly 15–20 lbs vs 8–11 lbs), with better cardiovascular markers. Higher doses brought more GI side effects (about 10% dropout). The pill can be taken anytime, doesn’t require refrigeration, and Lilly aims for U.S. availability by mid-2026 at about $145–$399 out of pocket.

via Business Insider|
#business#diabetes#glp-1
Lilly bets on in vivo CAR-T with $2.4B Orna Therapeutics deal
biotech19 days ago

Lilly bets on in vivo CAR-T with $2.4B Orna Therapeutics deal

Eli Lilly agreed to acquire Orna Therapeutics for up to $2.4 billion to gain an in vivo CAR-T platform using engineered circular RNA delivered by lipid nanoparticles, led by ORN-252 targeting CD19 for autoimmune diseases; terms include upfront and milestone-based payments. The deal follows a wave of pharma acquisitions in this space as Lilly expands its genetic medicines pipeline and Orna has drawn funding and collaborations since its 2021 launch.

via Fierce Biotech|
#biotech#circular-rna#in-vivo-car-t
Lilly to Acquire Orna Therapeutics to Accelerate In Vivo CAR-T
biotech-healthcare19 days ago

Lilly to Acquire Orna Therapeutics to Accelerate In Vivo CAR-T

Eli Lilly will acquire Orna Therapeutics in a deal worth up to $2.4 billion in cash, expanding Lilly’s genetic-medicine platform with Orna’s circular-RNA–based in vivo CAR-T technology (ORN-252) designed to treat B cell–driven autoimmune diseases, leveraging lipid nanoparticle delivery for potentially more durable therapeutic protein expression and broader in vivo cell-therapy options.

via PR Newswire|
#biotech-healthcare#car-t#circular-rna
business19 days ago

Lilly to acquire Orna, betting on in vivo CAR-T and circular RNA medicines

Eli Lilly will acquire Orna Therapeutics in a deal potentially worth up to $2.4 billion to accelerate in vivo CAR-T therapies using circular RNA and lipid nanoparticle delivery, led by ORN-252 targeting CD19 for B cell–driven autoimmune diseases and offering potentially more durable protein expression than current RNA or ex vivo approaches.

via Eli Lilly|
#business#circular-rna#in-vivo-car-t
Novo Nordisk Braces for 2026 as Weight-Loss Drug Rivalry Intensifies
business24 days ago

Novo Nordisk Braces for 2026 as Weight-Loss Drug Rivalry Intensifies

Novo Nordisk warned that 2026 sales could fall as much as 13% due to fierce competition from Eli Lilly’s weight-loss drugs and government pricing pressure, marking the first annual decline since Ozempic’s launch; Lilly projected continued growth. The company also reported strong early uptake for a pill version of Wegovy and is pursuing a higher 7.2 mg dose, even as leadership shakeups and patent expirations keep the turnaround challenging and sent Novo's shares lower.

via The New York Times|
#business#lilly#novo-nordisk
Lilly's weight‑loss drugs drive strong quarter, lift 2026 outlook and stock
business24 days ago

Lilly's weight‑loss drugs drive strong quarter, lift 2026 outlook and stock

Eli Lilly posted 4Q25 sales of $19.3 billion, up 43%, driven by Zepbound at $4.3 billion (up 123%) and Mounjaro at $7.4 billion (up 110%), beating estimates with $11.7 billion from the two drugs. The company guided 2026 revenue of $80–83 billion and adjusted EPS of $33.50–$35.00, signaling ongoing growth even as Novo Nordisk anticipates a 5–13% 2026 decline. Lilly also struck a most‑favored‑nations deal for discounts via TrumpRx, and its stock rose in premarket trading.

via MarketWatch|
#business#earnings#lilly
business25 days ago

Lilly fuels growth with Q4 2025 results, raises 2026 outlook to $80–83B

Eli Lilly reported Q4 2025 revenue of $19.3B, up 43% y/y, with GAAP EPS of $7.39 and non-GAAP EPS of $7.54, driven by strong demand for Mounjaro and Zepbound. The company highlighted regulatory progress (FDA approval of Kwikpen for tirzepatide and expanded Jaypirca indication) and a 2026 revenue guidance of $80–$83B with non-GAAP EPS of $33.50–$35.00, along with ongoing obesity/diabetes pipeline developments and a U.S. government agreement to expand access to obesity medicines.

via Eli Lilly|
#2026-guidance#business#lilly
NVIDIA and Lilly Launch AI-Driven Lab to Accelerate Drug Discovery
technology1 month ago

NVIDIA and Lilly Launch AI-Driven Lab to Accelerate Drug Discovery

NVIDIA and Eli Lilly unveiled a first-of-its-kind AI co-innovation lab in the San Francisco Bay Area, committing up to $1 billion over five years to fuse Lilly’s biology and medicine expertise with NVIDIA’s AI and accelerated computing, via the BioNeMo platform and Vera Rubin architecture. The initiative will create a continuous learning system that links Lilly’s wet labs with computational dry labs for 24/7 AI-assisted experimentation, develop large biomedical foundation and frontier models, and extend into manufacturing, clinical development, and supply chains using robotics, digital twins, and physical AI. The lab is set to begin in South San Francisco this year, aiming to accelerate drug discovery and scale medicine production through enhanced AI infrastructure and collaboration between the two companies’ experts and ecosystems.

via NVIDIA Newsroom|
#ai-in-drug-discovery#co-innovation-lab#lilly