Lilly(US:LLY) CNBC Televisionยท2025-08-14 22:26Market Dynamics & Drug Pricing - Lily, a top performer in the S&P, increased the list price of its diabetes drug, Monaro, in the UK, reflecting efforts to rebalance global drug prices [1][2] - The price adjustment aligns with the administration's communication to major manufacturers, including Eli Lily, signaling a broader industry trend [2] - The industry anticipates further price adjustments from other manufacturers, leveraging trade-offs to negotiate Medicare programs in the US, a crucial market [3] Clinical Data & Market Reaction - Positive clinical community reception of orpho news, despite investment community's disappointment with weight loss numbers and discontinuation rates, contributed to market momentum [5][7] - Detailed data on discontinuation rates and side effects from the orpho readout next month will be crucial for clinicians [8] - The clinical community is looking for statistically significant lower side effect profiles, even incrementally, to strengthen the argument for drugs like Mangaro [10] Strategic Considerations - Lily's actions signal ongoing negotiations with Medicare, indicating a strategic move to secure market share [6] - The market's response suggests a potential overreaction, influenced by factors beyond clinical data, such as AI's role in drug discovery [4][6] - The industry expects the cost of oral drugs to be lower than injectables due to supply chain efficiencies, though this remains uncertain [11]