Future is in treating the obese, who bring the problem on themselves. No one needs such pharma and the high cost that is involved. The industry becomes unethical. This can be seen since it attracts unethical people from around the world who either occupy big American pharma companies, or start their own so called pharma shops. This could be only restricted by radical change of American Healthcare System. Not under the oligarchs. So the scum of the world, you are welcome.
JMP red face, company could not provide a good estimate. Lilly under-utilizes and misuses talent they already have, and hires wrong people. How to compete with Novo? No good team work in international parts of the company and frictions among the domestic parts.
Company still cannot break thru Novo dominance, like in GLP1. Could have entered a price war and lower the prices. But this will be against the Pharma Cartel.
Competition with Novo is difficult since they are well entrenched and have cohesive management whereas Lilly is an international bunch with many internal factions and conflicts. May be interesting competition case, but rather for Business Schools not for those directly involved.
