hapabapa
Second place is just the first loser
-Dale Earnhardt Sr. (NASCAR champion)
Think about how the incretin race has changed over the past 12 months. Now, look at the Eli Lilly (NYSE:LLY) stock price change. Notice something weird?
That's
Eli Lilly: Competition Melts Away
Summary
- Eli Lilly's Tirzepatide has won over Novo's Semaglutide in the GLP-1 race in both glucose control and weight loss, driving market share gains.
- Retatrutide and Orforglipron signal a similar Next-Gen dominance; although additional data is required, competition remains limited.
- Lilly strengthens its lead with high-margin products and new future potential blockbusters (Kisunla, Jaypirca).
- Valuations are not stretched; I see undervaluation as the market underestimates future profitability growth rates and dominance in key markets.
Wavelength Research is a blog devoted to uncovering controversial and simply problematic stories. I am focused on analyzing market bubbles, value traps, fundamentally undervalued assets, potential bankruptcies and macroeconomic shocks. Healthcare + Tech exclusively for now...Undergraduate at Lanchaster University, Financial Analysis For contact, please refer to 'message the author' button
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