Stock Markets February 9, 2026

Innovent Biologics and Eli Lilly Strike Broad Drug Development Pact

Chinese biotech to lead early-stage development in China while Eli Lilly secures global rights outside Greater China with potential $8.5 billion in milestones

By Priya Menon LLY
Innovent Biologics and Eli Lilly Strike Broad Drug Development Pact
LLY

Innovent Biologics has entered a collaboration with Eli Lilly to co-develop new cancer and immune-disease therapies. Innovent will direct research through Phase 2 in China, while Eli Lilly will hold exclusive commercialization rights beyond Greater China. Innovent receives $350 million up front and may collect up to about $8.5 billion in milestone payments plus tiered royalties.

Key Points

  • Innovent will lead development from conception through Phase 2 clinical trials in China; Eli Lilly receives exclusive commercialization rights outside Greater China.
  • Innovent receives $350 million upfront and may be eligible for approximately $8.5 billion in milestone payments, plus tiered royalties on products marketed by Eli Lilly.
  • This is the seventh collaboration between the companies and represents a shift from prior licensing deals to joint development of new drugs.

Innovent Biologics said Sunday it has signed an agreement with Eli Lilly to jointly develop novel therapies targeting cancer and immune system disorders, a move that could yield as much as $8.5 billion in milestone payments for the Chinese drugmaker.

Under the terms announced, Innovent and its subsidiaries will lead drug development from initial conception through Phase 2 clinical trials within China. Eli Lilly will obtain exclusive rights to further develop and commercialize any resulting treatments outside Greater China.

The deal includes a $350 million upfront payment to Innovent and the opportunity to receive additional milestone payments that could total roughly $8.5 billion. Innovent is also entitled to tiered royalties on sales of products that Eli Lilly ultimately brings to market.


This arrangement marks the seventh collaboration between the two companies. It differs from prior agreements in that it establishes joint development of new molecules rather than transferring rights to existing Innovent therapies to Eli Lilly.

Innovent described the collaboration as moving beyond traditional licensing relationships toward what it called an end-to-end innovation ecosystem. The company will carry responsibility for early-stage development activities in China, with Eli Lilly assuming responsibility for global development and commercialization outside that territory.

The structure of the deal separates geographic development and commercialization roles: Innovent handles conception and Phase 2 work within China, while Eli Lilly secures exclusive worldwide commercialization rights outside the Greater China region. Financial consideration for Innovent combines an initial cash payment, contingent milestone payments, and royalty streams tied to sales of any products marketed by Eli Lilly.


The announcement underscores a continued collaboration between the two firms, but also signals a change in how they will work together going forward, shifting from licensing finished assets to co-creating investigational therapies.

Risks

  • Milestone payments totaling up to about $8.5 billion are contingent on the successful progression and achievement of development, regulatory and commercial milestones.
  • Commercial rights are geographically segmented - Eli Lilly holds exclusive rights outside Greater China while Innovent leads early development in China - which could limit the parties' respective market exposure depending on later outcomes.
  • The agreement covers development through Phase 2 in China; subsequent clinical, regulatory or commercialization steps beyond those stages are not the responsibility of Innovent under the described structure.

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