LLY back to ATH. Checking in on the obesity theme

Closing in on One Trillion

Some argue that GLP-1 is the most important technology in the world right now, actually more important than AI. The demand and TAM are significant. And the theme in the stock market is the gift that keeps on giving (LLY printing new all-time-high this week and closing in on one trillion market cap). Let's revisit the obesity theme from a fundamental perspective.