Eli Lilly's Earnings Report Disappointment

Eli Lilly's recent earnings report revealed unexpected challenges, missing sales projections for their prominent GLP-1 medications, Moonjaro and Zetbound. Analysts speculated that a decrease in sales was tied to drug wholesalers purchasing less stock, citing limitations in cold chain storage as a potential factor. The company's executives attempted to downplay concerns related to alternative compounding options, asserting that patient safety was their primary focus. However, skepticism arose among observers, who questioned whether this move was genuinely about safety or a defense against a competitive landscape.