Lilly Signs $2.75B AI Drug Deal with Hong Kong’s Insilico Medicine
Eli Lilly has signed a $2.75 billion deal with Hong Kong-listed AI biotech Insilico Medicine for a GLP-1 diabetes drug.
/ 80 items
#LLY↓
Apogee’s Long-Acting Eczema Shot Keeps Skin Clear with Just 2 Injections a Year
Apogee Therapeutics’ Phase 2 data show zumilokibart maintains strong skin clearance and itch relief in moderate-to-severe eczema for 52 weeks with dosing every 3 or 6 months.
Lilly’s Retatrutide Crushes Weight Loss Goals in First Phase 3 Trial – Wall Street Says It’s a ‘Key Pillar’ for Growth
Eli Lilly’s retatrutide delivered up to 2.0% A1C reduction and 16.8% weight loss (36.6 lbs) in its first Phase 3 trial for type 2 diabetes. Analysts call it a key growth driver for Lilly with strong results vs Mounjaro.
Novo Nordisk Faces More Pain: Bernstein Initiates Underperform Coverage
Bernstein initiates Underperform on Novo Nordisk, citing endless earnings downgrades, weak catalysts, U.S. price deflation, and 2032 patent cliff risks.
Why HSBC Just Turned Bearish on Eli Lilly: Price Wars and Overhyped Weight-Loss Expectations
HSBC downgraded Eli Lilly to Reduce from Hold, cutting its price target to $850 from $1,070. The analyst cites an overhyped $150B+ obesity market, rising price competition, and expected cuts in 2026.
Structure Therapeutics' Oral Obesity Pill Aleniglipron Hits Record 16.3% Weight Loss in Phase 2 Trial – Matches Injectables with No Plateau
Structure Therapeutics' oral pill aleniglipron achieved 15–16% body weight loss (up to 39 lbs) after 44 weeks in Phase 2, rivaling injectables with better tolerability and no plateau. Phase 3 is planned for 2026—a potential game changer for obesity treatment.