The revenues of $LLY has mostly been driven by the glp-1 weight loss drug which was experiencing a lot of supply issues. A family member actually started using zepbound 2 months ago and both of the refills were completed within a day. The supply in the big cities seem to be in good shape now from the info I gathered on forums (for instance https://www.reddit.com/r/Zepbound/s/hvopL8fY0K ). On top of that, the main competitor $NVO had major fires in its factory which might limit their supply further.
I don’t have much experience with pharmaceuticals sector. Curious if folks think there might be an upside potential based on the supply improvements?
Looking at the stock price, i wouldn’t be surprised by a stock split announcement as well which can boost the stock little bit further.
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