LLY
Lilly’s latest combo experiment is looking pretty good
Eli Lilly says new 52-week data from its TOGETHER-PsO and TOGETHER-PsA studies showed that using Taltz (ixekizumab) and Zepbound (tirzepatide) together kept improving — or at least holding onto — gains seen at week 36. In plain English: the combo didn’t fizzle out after the honeymoon phase.
Why investors should care
This matters because Lilly isn’t just selling a blockbuster obesity drug and calling it a day. It’s exploring whether Zepbound can play nicely with other therapies and widen the moat around its immunology + metabolic medicine playbook. If that combo story keeps getting stronger, it could open the door to bigger treatment regimens, more durable demand, and a fatter long-term revenue runway.
The fine print, minus the lab-coat voice
The company said the studies saw continued improvements in psoriasis and psoriatic arthritis disease activity, plus better or sustained systemic inflammation and metabolic outcomes versus Taltz alone. These were open-label Phase 3b trials, so this isn’t the final boss level of evidence — but it is the kind of data that can make physicians, investors, and maybe even competitors sit up a little straighter.
Big picture
Lilly keeps trying to prove Zepbound isn’t a one-hit wonder. The more it can show that the drug fits into broader chronic-disease treatment strategies, the more your “obesity stock” thesis starts to look a lot more like a platform thesis.