Lilly’s position in the obesity market and broader GLP-1 space has remained largely unchallenged in recent months, but at least one analyst says cracks in the company’s armor may be starting to appear. While this valuation has hurt the company’s stock price in recent weeks, Lilly is moving forward with more details about its next wave of incretin treatments.
On this week’s episode of “The Topline,” the Fierce Pharma team examines Lilly’s recent HSBC downgrade, what it means for the GLP-1 and obesity markets, and the data that will shape the company’s next wave of diabetes and weight loss products. Fierce’s Eric Sagonowsky joins Kevin Dunleavy and Fraiser Kansteiner to unpack the latest information and evaluate the commercial story on GLP-1 to date.

