Eli Lilly's retatrutide posted very impressive Phase 3 results and could become the best-selling drug ever if it preserves muscle better than rivals. At 80 weeks, patients on 4mg, 9mg and 12mg lost 19.0%, 25.9% and 28.3% of body weight, and 27.9-30.3% at 104 weeks; 62.5% on 12mg lost over 25%. As a triple agonist it can deliver better results at lower doses than semaglutide and tirzepatide, with better visceral fat, cholesterol and blood sugar markers. Muscle-preservation data isn't in yet. … Show more

Eli Lilly's retatrutide should accelerate adoption because it raises calorie burn rather than merely suppressing appetite, a bigger leap than the previous generational change. Visible results could turn users into walking advertisements and create peer pressure. Lilly will probably become at least a $5 trillion company in the coming years, roughly 5x with a near-straight-line climb, on a projection of as many as a billion users. x.com 

The FDA's warning on unapproved and compounded GLP-1 drugs is bad for Hims & Hers, Novo Nordisk and Eli Lilly in the short term. The agency cited dosing errors, quality issues and fraudulent products tied to compounded semaglutide and tirzepatide, and said retatrutide and cagrilintide cannot legally be compounded and have not been found safe and effective for any condition. As of May 31, it had 990 adverse-event reports tied to compounded semaglutide and over 730 tied to compounded tirzepatide. … Show more

Retatrutide could give Eli Lilly cancer benefits beyond weight loss. A 47% reduction in breast cancer relapse adds to earlier mouse findings of fewer pancreatic cancers and lung tumors. Those mouse findings have not been tested in humans. x.com  x.com 

Eli Lilly's retatrutide looks like a blockbuster with out-of-this-world revenue potential. CEO Dave Ricks vouched hard for it, saying it 'can really change what's possible for people with more advanced diabetes and obesity.' As a reply notes, a public pharma CEO would not say that lightly on the record. x.com  x.com  x.com 

Eli Lilly's oral GLP-1 pill Foundayo is an absolute disaster, and the stock cannot keep pretending otherwise. Per @investseekers, it logged 5,167 prescriptions in its 10th week after launch, versus 71,988 for Novo Nordisk's oral Wegovy in its comparable week. Over the long term people will prefer pills to injections, so retatrutide does not make the pill irrelevant. x.com  x.com  x.com 

Eli Lilly should see further positive revenue revisions as it expands the weight-loss market by reducing gastrointestinal side effects and lowering treatment costs. Strong demand for Mounjaro and Zepbound drove a second FY2026 revenue guidance raise in three months, to $91B-$92B from $85B-$87B. Lilly Direct and the Medicare Bridge program for seniors aim to make treatment cheaper. At 29x 2027 earnings against 15% revenue and 20% EPS growth projected for 2027-30, Lilly still looks cheap. x.com 

Eli Lilly and Novo Nordisk have one of the best businesses on earth because their weight-loss drugs treat obesity's symptom, not its cause. Patients cannot stop taking them without the weight returning, while the food, behavior and environment that drove US obesity from 13% in 1962 to over 40% today remain. A drug taken forever for a worsening problem beats a one-time cure. High cost, GI side effects, muscle loss, dropout and incomplete long-term data limit use. x.com 

Eli Lilly cannot keep charging 2-4x the price of Novo Nordisk's older weight-loss drugs if Novo aggressively defends market share on price, because Lilly's drugs are only marginally more effective. That makes HSBC's view that weight-loss drug expectations are overinflated look obviously correct. x.com 

Eli Lilly's broader biology opportunity leaves far more upside than most appreciate. Q3 earnings crushed estimates as expected: revenue was $24.4B versus $22.6B expected, and adjusted EPS was $7.48 versus $6.50. GLP-1s fund its longer-term drug-discovery platform rather than defining the whole thesis. x.com