Welp. It seemed inevitable, as there are far more people who need to lose weight (with money), than there are people with serious cancers (also with means), in the world.
To be sure, Merck will still rake in over $22 billion a year — for many years, yet — from the immuno-oncology franchises.
Congrats, Eli Lilly. Even so, I wonder about the long term effects of being on the GLP-1 franchises, for weight loss — and what happens whene someone on them for a decade or so. . . stops taking them. Here’s a bit:
…Mounjaro®: $8.66 billion in quarterly revenue, up 125%, fueled by international expansion, including the addition to China’s National Reimbursed Drug List….
Zepbound®: $4.16 billion in U.S. revenue, up 80%….
Volume across the business climbed 65%, even as realized prices fell 13% on rebates and access deals….
[So…] Keytruda® is King, no more….
Onward — smiling on a sparkling Rocky Mountain morning… as the “breakfast club” dropped by again this AM.
नमस्ते
Powerline Lies... 