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Eli Lilly Reported in Advanced Talks to Buy Ventyx Biosciences for Over $1 Billion

Reports of an unconfirmed deal focused on Ventyx’s oral NLRP3 pipeline triggered a sharp after-hours rally.

Overview

  • The Wall Street Journal, citing people familiar with the matter, reported that Lilly is negotiating a purchase valuing Ventyx at more than $1 billion, roughly double its pre-news market cap.
  • Ventyx shares rose 28.5% to $10.05 during regular trading, were briefly halted for volatility, and jumped about 62.5% after hours to $16.34.
  • Eli Lilly shares traded higher Wednesday following the reports that it is nearing a deal for Ventyx.
  • Ventyx develops oral therapies targeting the NLRP3 inflammasome for inflammatory diseases, with a candidate in mid-stage testing for obesity-linked cardiovascular disease.
  • Analysts say a transaction would bolster Lilly’s autoimmune and obesity treatment portfolio, and note growing big-pharma interest in NLRP3 from companies such as Roche and Novo Nordisk, while neither company has commented and coverage suggests an announcement could come soon.