Patent ExpiryThe patent of one of Lilly’s key products, Trulicity, will expire in 2027, potentially impacting 21% of the company's group sales.
Regulatory ChallengesA pre-diabetes indication is a challenging needle to thread with the FDA.
Supply Chain IssuesComments at the JPM24 conference indicated that tirzep capacity will continue to be a bottleneck for the foreseeable future.