CNBC's "Fast Money" Eli Lilly Shakes Up the Pharmacy Business With a New DTC Website, And Could Apple Be a Buyer of Peloton? 1/4/24
Jan 4, 2024
Eli Lilly's new direct-to-consumer website shakes up the pharmacy business; Gene Munster predicts Apple buying Peloton; impact of Eli Lilly's website on healthcare sector; McDonald's warning and geopolitical impact on fast food; Mobileye's dramatic revenue drop; predicting oil and gas prices; final trades and a call on Peloton; healthcare services offered by a telehealth organization.
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Lilly Disrupts Pharma
- Eli Lilly's new direct-to-consumer website for Zepbound may disrupt the pharmaceutical industry.
- This strategy could impact traditional pharmacies like CVS and Walgreens.
Industry Impact
- Eli Lilly's direct-to-consumer approach might not be a game-changer, but it's significant.
- Other companies may follow suit, potentially impacting pharmacy stocks like Walgreens.
Evaluate Sales Impact
- Consider if direct-to-consumer sales will increase Zepbound revenue or if supply constraints remain.
- Evaluate whether increased sales justify Eli Lilly's stock gains.