Key Takeaways Lilly's Mounjaro and Zepbound now drive about half of its total revenues.Novo Nordisk cut 2025 guidance as Wegovy and Ozempic face supply and pricing pressures.LLY forecasts $60B-$62B revenues in 2025, up over 30% year over year.Novo Nordisk (NVO) and Eli Lilly (LLY) dominate the diabetes and obesity market on the back of the tremendous success of their GLP-1 products.  Lilly markets its dual GIP and GLP-1 receptor agonist, tirzepatide, as Mounjaro for type II diabetes and as Zepbound for obes ...

- So we've each had our copious amount of coffee just before coming on, and I feel like it's appropriate to ask you based on the body of your work, what you had for breakfast. - Coffee. - Coffee.All right, well, you know, CEOs take note. You heard it from Marion Nestle herself. - I'm not a breakfast eater.- Oh my goodness. We're gonna have to come back to that 'cause that feels significant. Let's get started with, you know, the other news of the day, which is, you know, the final version of Secretary Kenned ...