Kontra Investments

Kontra Investments

Eli Lilly ($LLY): Oral GLP-1 results strengthens the Obesity thesis

Kontra's avatar
Kontra
Aug 31, 2025
∙ Paid

Introduction

Few companies have managed to capture investor imagination in recent years the way Eli Lilly has. Powered by Mounjaro and Zepbound, Lilly has become the leader in the obesity megatrend. The latest data from the Phase 3 ATTAIN-2 trial of orforglipron, its oral GLP-1 candidate, is another milestone in this journey. It reinforces the company’s …

User's avatar

Continue reading this post for free, courtesy of Kontra.

Or purchase a paid subscription.
© 2026 Ditlev Friis · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture