Eli Lilly weight loss drugs are 'mega-growth assets' BMO's Evan Seigerman says

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  • เผยแพร่เมื่อ 31 ม.ค. 2025

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  • @VernCrisler
    @VernCrisler ปีที่แล้ว +1

    The other day I heard someone say that these drug companies are not competing against each other in selling these GLP-1 / GIP drugs. Rather, they are competing against themselves in order to meet demand. That's one of the biggest problems right now -- there is so much demand for these drugs that the companies cannot keep them in supply. I think EL has a bit more manufacturing infrastructure than Novo Nordisk so will probably be better at meeting demand.