His list runs from Dr. Reddy's, Sun Pharma and Zydus to API makers like Divi's Laboratories, framed as an investing theme around peptides.
Recap by typeshit. Post by Swapnil Kommawar on X.
Kalkine Media ties the attention on Lilly to orforglipron's progress, arguing a pill could scale cheaper than injectables and ease supply limits.
Smaller portions could become more common on shelves, with inflation and GLP-1 appetite changes both pushing food makers toward personal packs.
Chokshi notes the sales were 0.4% of Lilly's $23 billion quarter, and that Divi's Labs hasn't announced any role in making the drug.
Oral Wegovy brought in about $850 million in H1 2026 and holds over 80% of new US oral scripts. Lilly says Foundayo volume doubled in a month.
27:43
Meg shares why she dropped the protein shakes she relied on while taking tirzepatide. Her reasons are her own experience, not medical advice.
KFGO radio's IMA Doctors Show airs a GLP-1 medication segment on Monday, October 19 at 12:30 pm, featuring a nurse guest.
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