Lilly(US:LLY) 智通财经网·2026-01-09 03:57Core Insights - Eli Lilly's recent study shows that combining its weight-loss injection Zepbound with arthritis drug Taltz significantly alleviates joint pain and swelling compared to using Taltz alone, opening new avenues for GLP-1 drugs in treating inflammatory and autoimmune diseases [1][2] Group 1: Study Results - The study involved 271 patients with obesity and active psoriatic arthritis, demonstrating that the combination therapy was more effective in weight loss and controlling arthritis symptoms than Taltz alone [1] - Approximately one-third of patients receiving the combination therapy experienced at least a 50% reduction in psoriatic arthritis symptoms, compared to 20.4% for those on Taltz alone [1] Group 2: Market Potential - The obesity drug market is projected to reach $100 billion by 2030, with Zepbound's appeal partly stemming from its potential to address other health issues such as sleep apnea and heart failure [1] - Eli Lilly is integrating this approach into the development of its next-generation weight-loss drug, retatrutide, which is being studied for conditions like knee osteoarthritis and chronic kidney disease [1] Group 3: Strategic Developments - Eli Lilly plans to discuss the study results with regulatory agencies, which may lead to expanded indications or modifications in clinical treatment recommendations [2] - The company is exploring the efficacy of Zepbound combined with Taltz for treating plaque psoriasis and inflammatory bowel disease, with trial results for plaque psoriasis expected in the first half of the year [2] - Eli Lilly is actively seeking to expand its product pipeline, recently announcing a deal to acquire Ventyx Biosciences for up to $1.2 billion to gain oral therapies for inflammatory diseases [2]