HSBC's Kumar warns the market is overexcited about Lilly's upcoming obesity pill, citing risks from lower patient compliance.
As heard by us
A steady read on whether Lilly's GLP-1 lead is as solid as it looks.
The piece puts Eli Lilly's GLP-1 run under a sharp light, using HSBC's downgrade to ask how much of the story still rests on confidence versus the numbers.
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