Christine Short and Scott Zari cover Eli Lilly (LLY) earnings and the future of GLP-1 drugs. Christine emphasizes the global demand for these drugs, as evidenced by higher international revenue, and what a daily oral GLP-1 pill could do for the company. Scott looks at Eli Lilly’s market share in the weight loss sector, calling it a “two horse race” between them and Novo Nordisk (NVO).
The Watch List
31 Oct 2025
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