Eli Lilly's Newly FDA-Approved Eczema Drug Improves Skin And Itch In Patients Previously Treated With Sanofi/Regeneron's Dupixent
Portfolio Pulse from Vandana Singh
Eli Lilly's Ebglyss, a newly FDA-approved eczema drug, shows promising results in improving skin and itch in patients previously treated with Sanofi/Regeneron's Dupixent. The Phase 3b ADapt study demonstrated significant improvements in patients with moderate-to-severe atopic dermatitis, with a high percentage achieving EASI-75 and itch relief. Ebglyss has been approved in the US, EU, and Japan.

October 25, 2024 | 5:57 pm
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NEGATIVE IMPACT
Regeneron's Dupixent faces competition from Eli Lilly's Ebglyss, which has shown efficacy in patients previously treated with Dupixent. This could impact Regeneron's market share in the eczema treatment space.
Eli Lilly's Ebglyss has demonstrated effectiveness in patients who were previously treated with Regeneron's Dupixent. This could lead to a shift in market preference, potentially affecting Regeneron's market share and revenue.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 70
NEGATIVE IMPACT
Sanofi's Dupixent, co-developed with Regeneron, faces competition from Eli Lilly's Ebglyss, which has shown efficacy in patients previously treated with Dupixent. This could impact Sanofi's market share in the eczema treatment space.
Eli Lilly's Ebglyss has demonstrated effectiveness in patients who were previously treated with Sanofi's Dupixent. This could lead to a shift in market preference, potentially affecting Sanofi's market share and revenue.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 70
POSITIVE IMPACT
Eli Lilly's Ebglyss shows promising results in improving eczema symptoms in patients previously treated with Dupixent. The drug has been FDA-approved and is expanding globally, potentially boosting Eli Lilly's market position.
Eli Lilly's Ebglyss has shown significant efficacy in treating eczema, particularly in patients who were inadequate responders to Dupixent. The FDA approval and global expansion could enhance Eli Lilly's market share and revenue, positively impacting its stock price.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100