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The powerful forward story is the pipeline built to answer the only real bear concern—concentration. The first answer is Foundayo, the newly approved oral GLP-1 pill, the only one dosable anytime without food or water. A pill is a step-change in scalability: no cold chain, no injection, far cheaper to manufacture, and the key to unlocking hundreds of millions of patients globally and in primary care—early uptake shows ~80% of scripts going to new-to-class patients. The second is retatrutide, a triple hormone agonist that delivered ~28% weight loss over 18 months in Phase 3, approaching surgical outcomes. Behind them sits a 42-program Phase 3 engine, spanning expanding indications (sleep apnea, heart failure, MASH-a dangerous form of fatty liver disease where fat builds up in the liver and eventually causes inflammation and liver damage.) And then theres, Alzheimer’s, oncology, and immunology. There's So much in Lilly's pipeline to like.
The powerful forward story is the pipeline built to answer the only real bear concern—concentration. The first answer is Foundayo, the newly approved oral GLP-1 pill, the only one dosable anytime without food or water. A pill is a step-change in scalability: no cold chain, no injection, far cheaper to manufacture, and the key to unlocking hundreds of millions of patients globally and in primary care—early uptake shows ~80% of scripts going to new-to-class patients. The second is retatrutide, a triple hormone agonist that delivered ~28% weight loss over 18 months in Phase 3, approaching surgical outcomes. Behind them sits a 42-program Phase 3 engine, spanning expanding indications (sleep apnea, heart failure, MASH-a dangerous form of fatty liver disease where fat builds up in the liver and eventually causes inflammation and liver damage.) And then theres, Alzheimer’s, oncology, and immunology. There's So much in Lilly's pipeline to like.
The LOGO Quick Takes Podcast talks regularly about consumer spending trends and business cap-ex spending trends and the brands that are resonating most with consumers and businesses. Logoists understand the connection between high brand relevancy and implementing a basket of lifetime spending brands into their portfolios. Join the revolution, Brands Matter! This is NOT financial advice. This is for educational and informational purposes only. Please do your own research.