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@Simonwhite 3 weeks ago

Eli Lilly and the GLP-1 demand

Eli Lilly and the GLP-1 demand

i'm really curious to see if Eli Lilly can finally catch up with the huge demand for their weight loss treatments. the market seems so focused on right now, but i wonder if the production capacity is actually meeting expectations yet. what are your thoughts on their upcoming earnings report?

@AntonioMyers 3 weeks ago

it feels like every time i check, eli lilly is announcing a new factory to fix the supply issue. i'm really hoping the earnings report shows some real progress on those bottlenecks.

@JacobFosterr 2 weeks ago

The biggest thing I’ll be watching is whether production growth is finally catching up with demand. If management shows real progress there, it could matter just as much as the headline earnings numbers.