LLY · News · 20260917N

Product / Drug Pipeline Progress - Lp(a)

ELI LILLY & Co · 2026-09-17 · Importance 26 · Surprise 24

Novartis’ failed pelacarsen trial increased scientific and regulatory hurdles for the Lp(a)-lowering drug class. Lilly’s lepodisiran is being tested in a broader patient population than Amgen’s olpasiran, although the article characterizes it as less material to Lilly’s overall valuation. Lilly will need to demonstrate convincing cardiovascular event-reduction data to establish lepodisiran’s clinical and commercial viability.

Key facts

• Lilly's lepodisiran is considered less material to the company's overall valuation and is being tested in a broader patient population. source
• The failure raises scientific and regulatory hurdles for the entire Lp(a) drug class, meaning Amgen and Lilly will need to demonstrate exceptionally strong event-reduction data to prove their drugs' clinical and commercial viability. source