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Top 3 eli lilly and company News Today

#1
Mounjaro maker wants NHS drug price rises in return for more investment in UK
#1 out of 3
health18h ago

Mounjaro maker wants NHS drug price rises in return for more investment in UK

  • Eli Lilly said it would unpause UK investments if ministers agree to regular NHS price increases and end the rebate scheme.
  • Patrik Jonsson said talks with UK ministers are ongoing and a summer agreement could be reached.
  • Lilly paused about £25bn of UK investments last year, including a London laboratory site.
  • The company is exploring innovative pricing models, including outcome-based agreements tied to work-related benefits.
  • The UK government says changes to medicine pricing will help thousands gain faster access to new treatments.
  • The US-UK pharmaceutical pricing deal includes raising the NICE cost-effectiveness threshold.
  • Lilly expects a pill version of Mounjaro to launch later this year.
  • Keir Starmer’s government has previously agreed to higher NHS price thresholds for medicines.
  • The government insists it remains committed to the US-UK pharmaceutical agreement and pricing reforms.
  • Industry groups expect the rebate scheme to fall, potentially reducing refunds over time.
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#2
MeiraGTx 2025 10-K: Revenue $81.4M, EPS (1.42)
#2 out of 3
business14h ago

MeiraGTx 2025 10-K: Revenue $81.4M, EPS (1.42)

  • MeiraGTx reports 2025 revenue of $81.4 million, up from 2024, driven largely by a $75 million upfront license from Lilly.
  • Net loss for 2025 narrowed to $(114.2) million as operating losses decreased and license revenue contributed to results.
  • Strategic collaborations include Lilly and Hologen, with Lilly providing a $75 million upfront and Hologen funding $200 million for a joint venture.
  • FDA Breakthrough and RMAT designations were awarded for AAV2-hAQP1, with RMAT for AAV-GAD and progression toward Phase 3.
  • Manufacturing capacity includes two GMP viral vector facilities and a Johnson & Johnson supply agreement for bot-a-vec.
  • Riboswitch platform advances toward a clinical Ribo-leptin program and broadens indications to trigeminal neuralgia.
  • Company highlighted two GMP facilities and in-house production as part of its manufacturing and supply capabilities.
  • The 2025 results reflect licensing revenue and changes in service revenue contributing to profitability improvements.
  • Total operating expenses were $187.4 million in 2025, influencing the operating loss outcome.
  • The 2025 results include a $4.8 million related party cost within revenue recognition.
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#3
Oil's record month, TSA pay, the Pokémon card resale market and more in Morning Squawk
#3 out of 3
business14h ago

Oil's record month, TSA pay, the Pokémon card resale market and more in Morning Squawk

  • U.S. stock futures rose as investors anticipated a material rebound after a challenging previous week.
  • Oil prices climbed on reports of policy moves and ongoing tensions in the Middle East.
  • The market faces near-term oil dynamics that could influence inflation and borrowing costs.
  • Trump signaled progress in talks with Iran, fueling renewed market optimism.
  • The report notes leadership changes and potential policy impacts on energy and finance sectors.
  • TSA funding and government-shutdown-related issues were addressed as part of broader market context.
  • Meta and AI-related legal developments were highlighted as potentially shaping tech valuations.
  • Eli Lilly and Insilico deal underscores AI's growing role in drug development and market potential.
  • Pokémon card market activity drew investor attention amid broader asset price trends.
  • The Daily Dividend outlines key events to watch this trading week, including earnings and payroll data.
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