TWST Jumps As Twist Bioscience Lands Eli Lilly AI Drug Discovery Deal

Eli Lilly (LLY) received full FDA approval for Inluriyo, an oral treatment for a specific breast cancer subtype. The company's stock is trading at $1,146.38, with a GF Value™ of $1,542.92, suggesting a 25.7% undervaluation. LLY's GF Score™ is 96 out of 100, indicating strong financial health and growth potential. Insiders have sold $3.56 billion in shares over the past year, while 25 premium gurus hold positions, with 13 adding and 10 trimming stakes.

Eli Lilly's Inluriyo (imlunestrant) received FDA approval in combination with Verzenio (abemaciclib) for ER+, HER2-, ESR1-mutated advanced/metastatic breast cancer. The approval follows Phase 3 EMBER-3 trial results showing the combination doubled median progression-free survival (11.1 months vs. 5.5 months) compared to Inluriyo alone. The treatment targets two key drivers of breast cancer growth, offering a new option for patients with disease progression.

The U.S. FDA approved Eli Lilly's Inluriyo (imlunestrant) in combination with Verzenio (abemaciclib) for treating adults with ER+, HER2-, ESR1-mutated advanced or metastatic breast cancer. The combination doubled median progression-free survival in the Phase 3 EMBER-3 trial. Inluriyo targets mutated estrogen receptors, while Verzenio slows cancer cell division. The treatment is now available in the U.S.

The Trump administration will expand its Medicaid most-favored-nation drug pricing model to all 50 states, D.C., and Puerto Rico. The plan aims to lower drug prices by offering rates comparable to other developed nations. Deals have been signed with major drugmakers like Pfizer, Eli Lilly, and Novo Nordisk, as well as smaller biotechs.

Lilly partners with QurCan in a deal potentially worth $237 million per program for CNS therapeutics. QurCan will receive an upfront payment and strategic investment, focusing on optimizing genetic medicine candidates using its TERP platform. Lilly will handle further research, clinical development, and commercialization. According to QurCan's CEO, the collaboration validates their technology and addresses challenging delivery problems in genetic medicine.

Eli Lilly acquired ATAI Beckley for $2.8 billion, gaining rights to BPL-003, a psychedelic nasal spray derived from Sonoran Desert Toad secretions. Clinical trials showed significant improvement in treatment-resistant depression with a single dose, outperforming standard antidepressants. The FDA granted breakthrough therapy designation, and Lilly aims to commercialize the treatment.