Stock Movers Eli Lilly Gains on Experimental Shot, Gemini Space Station Rises, Oracle Sinks on 3Q Forecast
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Dec 11, 2025 Eli Lilly's latest obesity drug shows remarkable potential, helping patients shed nearly 25% of their weight, along with other health benefits. Meanwhile, Gemini Space Station celebrates a 20% stock surge after gaining CFTC approval for a derivatives exchange, opening doors to prediction markets. On the downside, Oracle faces a hefty 13% drop as its cloud sales forecast disappoints, raising concerns about its revenue conversion amidst supply challenges.
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Potential Breakthrough In Obesity Treatment
- Eli Lilly's experimental obesity shot produced up to 23% body-weight loss in 68 weeks in a late-stage study.
- Hosts note this could be a medical game changer given the large diabetes and obesity markets.
Weight Loss Tied To Health Improvements
- Study participants on the highest dose lost nearly a quarter of their weight over 68 weeks and saw a 62% reduction in knee pain.
- Hosts highlight the drug's potential to improve health outcomes beyond appearance, like pain and diabetes risks.
Huge Market Forces Behind Obesity Drugs
- The obesity market could reach roughly $100 billion by 2030, increasing stakes for drugmakers.
- Tim Stenovec and Carol Massar discuss the large addressable population with diabetes and pre-diabetes driving demand.
