CLAIM #36994 · Eli Lilly and Company (LLY) · 2025Q1 earnings call · May 1, 2025 · due Dec 31, 2025
“We also expect readouts from additional global Phase 3 trials later this year, which we believe will be important to evaluate Jaypirca in earlier settings of CLL, including a head to head comparison with ibrutinib.”
Lucas Montarce · CFO
In context
“gy, we have seen encouraging U.S. uptake of Ebglyss in atopic dermatitis. New patient starts are increasing and we are making good progress securing access and reimbursement. Ebglyss is currently covered by two of the largest pharmacy benefit managers and we expect further access improvement later this year. As of May 1, Ebglyss will be reimbursed on plans that account for 60% of people who are commercially insured. For Omvoh, we have received approval of Crohn's disease across the globe as a second indication. Commercial activities is going to drive new patient starts in this larger patient population. Moving to oncology, Jaypirca was recently approved in Europe for relapsed or refractory CLL in patients who previously treated with a BTK inhibitor. We anticipate launches beginning in Q2. We also expect readouts from additional global Phase 3 trials later this year, which we believe will be important to evaluate Jaypirca in earlier settings of CLL, including a head to head comparison with ibrutinib. Verzenio global sales grew 10% in Q1, as Verzenio continues to be the standard of carrying high risk early breast cancer. As expected, we have seen some impact from competition in early breast cancer. However, Verzenio share of market in high risk early breast cancer is stable and total prescription to continue to grow. U.S. prescription grew by 7% in Q1, partially offset by the wholesaler inventory destocking in the quarter. International volumes for Verzenio grew 30% in Q1. Within neuroscience, Kisunla is now approved in 12 countries. We have seen a steady increase in the use of blood based biomarkers, the conversion rates from diagnosis to treatment and the number of new patients starting treatment in both the U.S. And Japan. While it is encouraging to see progress, we do still expect”
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SEC filings for LLY ↗ · Claim quote is verbatim from the 2025Q1 earnings call.