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Core Insights - The new weight loss treatment drugs have significant market potential, making this sector one of the most profitable in the healthcare industry due to the large base of obesity patients [1][3] - Eli Lilly's market capitalization surpassed $1 trillion, becoming the first pharmaceutical company to enter the "trillion-dollar club," breaking the dominance previously held by the tech industry [1] - Eli Lilly's stock price has increased over 35% this year, driven by the surge in demand for weight loss drugs [1] Financial Performance - In the latest quarterly report, Eli Lilly's GLP-1 drug, tirzepatide, achieved sales exceeding $10 billion, accounting for over half of the company's total revenue, surpassing Merck's Keytruda sales [3] - Eli Lilly has significantly outperformed Novo Nordisk in the weight loss drug market, capturing a large portion of the market share previously held by Novo Nordisk's semaglutide [3] - The company's valuation ranks among the top in large pharmaceutical firms, at approximately 50 times the expected earnings for the next 12 months, indicating strong investor confidence [3] Market Outlook - Wall Street estimates that the weight loss drug market will reach $150 billion by 2030, with Eli Lilly and Novo Nordisk expected to dominate the majority of global sales [3] - Investors are currently focused on Eli Lilly's next-generation oral weight loss drug, orforglipron, which is anticipated to receive approval in early next year [4] - Analysts from Citigroup noted that the latest generation of GLP-1 drugs has become a "sales miracle," and the next-generation oral weight loss drug is expected to benefit from strong sales trends [4]