CLAIM #36976 · Eli Lilly and Company (LLY) · 2024Q4 earnings call · Feb 6, 2025 · due Dec 31, 2025
“We haven't been clear on exactly when we'll show that data, but this year is a safe assumption.”
Dr. Dan Skovronsky · Chief Scientific Officer
In context
“loss. But as you point out, with preservation of what we call lean mass. I think to really show a benefit for combining the 2 drugs, we're probably going to either need to see the incremental weight loss or we're going to need to see some real functional benefits to lean mass preservation. I think just lean mass on its own, we don't really know how to understand that, and we've previously noted that we don't see any signs that lean mass changes on tirzepatide or to my knowledge, on any incretin are actually adverse in any way. On the other hand, growing muscle could be a positive in different ways. So we're looking for new positive effects with bimagrumab. The beginning of your question, I realize it didn't come to, which is when do we see the previous Phase II study, which was completed. We haven't been clear on exactly when we'll show that data, but this year is a safe assumption. David Ricks: Great. Thank you, Dan. I think we have time for one last question. Operator: The final question today will be a follow-up from Dave Risinger from Leerink Partners. David Risinger: I was just hoping you could clarify the comment earlier. I think there was a comment about additional PBM coverage coming in March. I didn't quite catch that. If you could just provide some more color and quantify the potential impact on the opportunity for script trends following that occurring. Daniel Skovronsky: Let me cover that, and then I'll just close. I think Dave, that was referred to Ebglyss, which is very new in cycle, and we do expect 2 of the 3 PBMs to cover it and that gets us excited about activating consumers and raising awareness for that brand. Zepbound, Mounjaro have full PBM cove”
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SEC filings for LLY ↗ · Claim quote is verbatim from the 2024Q4 earnings call.