Eli Lilly & Co.: Initial data for Elora+Tirz combo looks competitive

研报英文原文证据摘录

Eli Lilly & Co.: Initial data for Elora+Tirz combo looks competitive

Update

July 5, 2026 10:30 PM GMT

Morgan Stanley & Co. LLCMEli Lilly & Co. | North America Terence C Flynn, Ph.D.

Equity Analyst

Initial data for Elora+Tirz combo Terence.Flynn@morganstanley.comHailey Horowitz +1 212 761-2230

Research Associate

Hailey.Horowitz@morganstanley.com +1 212 761-5264

looks competitive Alexander Yevdokimov, Ph.D.

Alexander.Yevdokimov@morganstanley.com +1 212 761-2167

Abstracts for the upcoming EASD diabetes conference (Sept 28 - Oct 2) were

Chris Yu, J.D., Ph.D.

recently posted online, including for a LLY Ph1b dose-ranging trial evaluating a Equity Analyst

combination of Tirzepatide (Zepbound/Mounjaro - GLP+GIP agonist) and Chris.L.Yu@morganstanley.com +1 212 761-2535

Damien H Kerner

Eloralintide (Elora; selective amylin agonist) in obesity - see HERE. We believe Research Associate

the Elora efficacy data look competitive (see Exhibits 1-2), but the abstract lacks Damien.H.Kerner@morganstanley.com +1 212 761-3829

Connor M Massari

significant details on the tolerability profile to be able to draw comparisons. At the Equity Analyst

recent ADA conference LLY indicated (see HERE) that there are already five Elora Connor.Massari@morganstanley.com +1 212 761-2417

Ph3 trials in progress and additional trials are planned, and they anticipate that this Morgan Stanley India Company Private Limited+

will become one of the largest clinical development programs in the company's Saket Agarwal

history. Saket.Agarwal@morganstanley.com +91 22 6995-4012

As we discussed in our GLP-1 Unlock note, we see a large second-line

Eli Lilly & Co. (LLY.N, LLY UN)

opportunity in obesity being driven primarily by differentiation in efficacy and/or

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