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Posted by
Two Blokes May 3 -
Filed in
Stock
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Eli Lilly faced a 12% drop due to CVS formulary changes favoring Novo Nordisk, but I explain why this seems overstated. Lilly has gained control as the US market leader for GLP-1 drugs, and is still making steady gains as we speak. Lilly's strong US manufacturing expansion and Phase III study for Orforglipron augur well to maintain its leadership over Novo Nordisk.
