More Patients On Eli Lilly's Mirikizumab Achieved Histologic Response At One Year Compared To Johnson & Johnson's Drug
Portfolio Pulse from Vandana Singh
Eli Lilly's Phase 3 study shows its drug mirikizumab outperforms Johnson & Johnson's Stelara in treating Crohn's disease, with better histologic response at one year. The safety profile of mirikizumab is consistent with previous findings, and it is already approved for ulcerative colitis.
October 14, 2024 | 2:49 pm
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POSITIVE IMPACT
Eli Lilly's mirikizumab shows superior results compared to J&J's Stelara in a Phase 3 study for Crohn's disease, potentially boosting its market position.
The positive results from the Phase 3 study could enhance Eli Lilly's competitive edge in the Crohn's disease market, potentially leading to increased sales and a positive impact on LLY's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Johnson & Johnson's Stelara was outperformed by Eli Lilly's mirikizumab in a Phase 3 study for Crohn's disease, which may impact its market share.
The study results showing Stelara's inferior performance compared to mirikizumab could lead to a decrease in market share for J&J, potentially negatively impacting JNJ's stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80