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Pain and Immunology: Eli Lilly’s Key Growth Areas

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Emgality’s growth trends

In the first quarter, Emgality, Eli Lilly and Company’s (LLY) migraine prophylaxis drug, reported revenue of $14 million, of which $12.0 million came from the US market. At the end of the first quarter, the drug was the number-two migraine therapy in the US based on its new-to-brand prescription share, ahead of Teva Pharmaceutical’s Ajovy and slightly behind Amgen’s Aimovig.

According to Eli Lilly’s first-quarter earnings call, the drug accounted for 33% of NBRx in the US at the end of the first quarter, a sequential rise of 13 share points, and it’s expected to surpass Aimovig’s share in the second quarter.

On June 4, the company announced the FDA’s approval of Emgality for treating episodic cluster headaches. The company is also awaiting the European Commission’s approval of Emgality in episodic cluster headache indications.

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Taltz’s growth trends

Despite competition from multiple immunology drugs such as Humira, Stelara, Cosentyx, and now Skyrizi, Taltz reported revenue of $253 million in the first quarter, a YoY rise of 72%. According to Eli Lilly’s first-quarter earnings call, Taltz accounts for more than 15% of the prescription share in the psoriasis market, which is estimated to be growing 13% YoY. Taltz is already approved by the FDA in psoriatic arthritis indications and is being studied in a late-stage trial in non-radiographic axial spondyloarthritis indications.

Olumiant’s growth trends

In the first quarter, janus kinase inhibitor Olumiant reported revenue of $82 million, mainly driven by its robust uptake in Europe. Approved by the FDA in rheumatoid arthritis indications, Olumiant is currently being evaluated in atopic dermatitis, lupus, and alopecia areata indications. According to its first-quarter earnings call, Eli Lilly is expecting readouts from three studies for Olumiant in atopic dermatitis indications in 2019. The company plans to submit an FDA application for Olumiant in atopic dermatitis indications in 2020. Eli Lilly, however, has decided not to continue the development of Olumiant in psoriatic arthritis indications.

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