Revenue rose 48% on Mounjaro and Zepbound demand, and Lilly raised 2026 guidance to $85B to $87B. CEO David Ricks calls retatrutide the next growth driver.
Recap by typeshit. Full story at Stocktwits.
Early trial results suggest the shot could one day help people hold onto weight loss after they come off GLP-1 drugs.
The telehealth company is also adding blood testing services alongside the lower costs for its compounded GLP-1 options.
Huberman says verified, US-made sourcing would change the peptide market, and wonders which compounds beyond GLPs would qualify.
A general explainer on why the body holds onto its large fat reserves even though they carry tens of thousands of calories.
Pricing now scales with dose, so people on lower starting doses pay less. The new Mochi Labs bloodwork service tracks A1C, cholesterol and thyroid, though not in NY, NJ, RI or HI.
Inversor Bético rates the business strongly but says entry timing isn't there yet, pointing to margins squeezed by the move from compounded to branded GLP-1s.
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