LLY · News · 20261102N

Competition and Market Share - Oncology

ELI LILLY & Co · 2026-11-02 · Importance 13 · Surprise 6

Sanofi expects its Dupixent franchise to capture most of the increased awareness generated by Lilly’s direct-to-consumer advertising for Ebglyss. The report notes that Ebglyss had faster sales growth in the third quarter, but Dupixent has a larger market share and a multi-indication label. Sanofi’s view is that those advantages will help defend Dupixent ahead of its U.S. patent expiration in 2031.