New Phase 3b data on Lilly's Taltz (ixekizumab) and Zepbound (tirzepatide) used together showed improved and durable efficacy, patient-reported and metabolic outcomes at one year in adults with psoriatic arthritis and obesity

Impact · against what's priced in

The Phase 3b data for Taltz and Zepbound provides a marginal positive catalyst for Eli Lilly by expanding the addressable market within its immunology portfolio. While the market already prices in GLP-1 dominance, the specific application to the 65% of PsA patients with obesity provides a durable growth lever that supports the bull case for sustaining growth above 30%.

LLY+0.30: Challenges what's priced in

New Phase 3b data on Lilly's Taltz (ixekizumab) and Zepbound (tirzepatide) used together showed improved and durable efficacy, patient-reported and metabolic outcomes at one year in adults with psoriatic arthritis and obesity

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New Phase 3b data on Lilly's Taltz (ixekizumab) and Zepbound (tirzepatide) used together showed improved and durable efficacy, patient-reported and metabolic outcomes at one year in adults with psoriatic arthritis and obesity

What matters in this story

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Gilead Sciences Stock Hits a New All-Time High: Is it Still a Good Buy?

New Phase 3b data on Lilly's Taltz (ixekizumab) and Zepbound (tirzepatide) used together showed improved and durable efficacy, patient-reported and metabolic outcomes at one year in adults with psoriatic arthritis and obesity

What matters in this story

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