Eli Lilly's exploratory Phase 3b TOGETHER-PsO data showed that combining Taltz with Zepbound in adults with moderate-to-severe plaque psoriasis and obesity or overweight changed far more immune and metabolic biomarkers than Taltz alone, with broader responses emerging as early as Week 12. The findings point to a possible immunometabolic link between psoriasis and obesity, which could let Lilly pair its immunology and obesity portfolios. The article says the data does not materially change the near-term focus on obesity and diabetes volumes or the risks from GLP-1 pricing pressure and litigation. It also cites Phase 2b EloraTZP results combining eloralintide with tirzepatide. The article's investment narrative projects $118.9 billion in revenue and $50.1 billion in earnings by 2029, implying a fair value of $1,329, about 12% above the current price.
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