Eli Lilly is in a rare position. Its GLP-1 juggernaut — Mounjaro/Zepbound (tirzepatide) — has become one of the most successful launches in modern pharma. Demand is outpacing supply. Revenue is accelerating. The industry is recalibrating around what high-potency incretin therapies can achieve for metabolic disease and longevity.
So the obvious question is:
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