Lilly: It Just Gets Better Over Time

What this episode covers

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.

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