Eli Lilly announced a strategic collaboration with Ailux, a wholly‑owned subsidiary of XtalPi, on November 5, 2025, to accelerate the discovery and development of bispecific antibodies across a range of diseases.
The partnership gives Lilly access to Ailux’s AI‑powered platform, which combines advanced structural modeling, generative design, and developability analytics to produce therapeutic constructs with novel function, optimal efficacy, and drug‑like properties. Under the agreement, Lilly will receive upfront and near‑term payments totaling a double‑digit million‑dollar amount, with a potential total value—including development, regulatory, and commercial milestone payments—of up to $345 million.
By integrating Ailux’s AI capabilities, Lilly can expand its biologics portfolio and shorten the time required to bring new bispecific therapies to market, strengthening its competitive position in the rapidly growing bispecific antibody space. The collaboration aligns with Lilly’s broader AI strategy, including a recent partnership with NVIDIA to build a supercomputer for drug discovery.
Lilly’s Q3 2025 earnings beat expectations, driven by strong sales of Mounjaro and Zepbound, leading to a raised full‑year revenue guidance of $63.0‑$63.5 billion and EPS guidance of $23.00‑$23.70. The new collaboration adds a pipeline avenue that could further support long‑term growth.
Jian Ma, PhD, CEO of XtalPi, said Lilly has been a long‑time partner and that the collaboration expands the relationship into biologics, recognizing the potential of AI‑enabled platforms to create transformative therapies. Alex (Yi) Li, CEO of Ailux, added that bispecific antibodies represent a promising therapeutic direction and that the partnership will accelerate development of next‑generation molecules.
The partnership positions Lilly to capture opportunities in diseases where bispecific antibodies can offer dual targeting, potentially improving efficacy and safety. The AI platform’s ability to rapidly generate and evaluate candidates could reduce development timelines and costs, enhancing Lilly’s pipeline efficiency and providing a competitive edge in the biologics market.
The collaboration represents a significant step in Lilly’s pursuit of advanced biologics and AI‑driven discovery, reinforcing its strategy to deliver innovative therapies and sustain growth momentum.
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