LLY directional thesis
Freeberg walks through retatrutide's phase 3 data and argues it becomes Lilly's premium upsell above tirzepatide, the high-margin tier where the real money gets made. The stake is on Lilly's earnings power, not just the drug.
“Because I'm sure if I'm Lily and I'm sitting there and I'm looking at this data coming out, I'm like, my God, people will pay for this. And that starts to become sort of like the upgrade to the BMW or the Model S plat if you will.”1:04:01claim_id
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