Eli Lilly: Ebglyss To Challenge Dupixent In Atopic Dermatitis

Summary:

  • Eli Lilly received FDA approval for Ebglyss for the treatment of moderate to severe atopic dermatitis this month.
  • Ebglyss’ efficacy looks comparable, if not slightly superior, to current market leader Dupixent.
  • Ebglyss has launched successfully in Germany and Japan, and I expect the launch in the U.S. to go at least as well as Dupixent’s launch in 2017.
  • Additional opportunities for Ebglyss are indications like allergic rhinitis and chronic rhinosinusitis, with phase 3 trials expected to report results in 2026.
  • I expect Ebglyss to become one of Eli Lilly’s largest products outside of obesity by the end of the decade.

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Michael H/DigitalVision via Getty Images

With all the focus on Eli Lilly’s (NYSE:LLY) obesity business, the recent FDA approval of Ebglyss (lebrikizumab) for the treatment of moderate to severe atopic dermatitis has gone unnoticed. I believe Ebglyss will become one


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