Eli Lilly reported interim results from the first year of its ADlong open‑label extension study for EBGLYSS, an interleukin‑13 inhibitor for moderate‑to‑severe atopic dermatitis. In the cohort of 1,200 patients, 94 % achieved a 75 % reduction in eczema area and severity (EASI‑75), 75 % reached a 90 % reduction (EASI‑90), 78 % reported itch relief with a peak pruritus numerical rating scale of 4 or less, and 80 % maintained these outcomes without the use of topical corticosteroids.
The durability of these results supports the drug’s long‑term safety and efficacy profile and underpins plans for label expansion, including potential approval for pediatric patients as young as six months and the possibility of a less frequent dosing schedule. The data also reinforce EBGLYSS’s position as a durable disease‑control option that could reduce reliance on topical therapies.
"These data underscore our unwavering commitment to expanding what people with moderate‑to‑severe atopic dermatitis can achieve with treatment. For too long the focus has been around symptom management and many patients struggle to achieve consistent disease control despite cycling through topical treatments. EBGLYSS is helping transform this treatment paradigm—allowing people the opportunity to reimagine life without the frequent interruptions caused by flares or topicals applied 2‑3 times per day," said Adrienne Brown, EVP and President of Lilly Immunology.
The study’s findings come at a time when the atopic dermatitis market is dominated by Dupixent, and insurers often require step‑therapy, meaning patients must fail Dupixent before EBGLYSS is covered. Eli Lilly is also pursuing pediatric indications and exploring an every‑eight‑week dosing option, both of which could broaden the drug’s commercial reach. However, the company’s dermatology portfolio remains a secondary focus compared to its GLP‑1 franchise, which has been the primary driver of valuation.
Investors have been more focused on the company’s GLP‑1 portfolio, which has been a key driver of valuation, and have not yet fully priced in the dermatology data. The positive clinical results have not yet translated into a shift in market perception, underscoring the need for continued commercial traction and broader payer acceptance.
The interim data demonstrate that EBGLYSS delivers durable, long‑term efficacy for patients with moderate‑to‑severe atopic dermatitis, but the broader market response highlights the challenge of translating clinical success into commercial momentum in a highly competitive and payer‑driven landscape.
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