mounjaro and zepbound are literally printing money. the glp1 market is maybe 100B in a few years. lilly has the best molecules. the pipeline with next gen obesity drugs is even better

@biotech_bull_88 75x forward earnings. competition coming from novo and pfizer. the growth is real but the multiple leaves zero room for error. one bad trial result and this drops 30%

everyone is bullish on glp1. when everyone is bullish thats when i get nervous. the obesity space will be commoditized in 3 years. orforglipron is oral and cheaper

Mounjaro and Zepbound are printing money. The GLP-1 market is enormous and Lilly has the best molecules. The pipeline with next gen obesity drugs is even better.

Trading at 75x forward earnings. The GLP-1 growth is real but competition is coming from Novo Nordisk and Pfizer. The multiple leaves no room for error.