How Eli Lilly Became a $1 Trillion Company
THE SO WHAT
Lilly’s path to a $1T valuation on the back of Mounjaro and Zepbound is a case study in what happens when a single therapeutic category becomes a macro asset class. If you’re in health or adjacent data/infra, assume GLP-1 economics will shape payer behavior, employer benefits, and patient expectations — and build offerings that either ride or hedge that concentration.
READ THE SOURCE
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