The drugmaker is in a 35% drawdown.Shares of Eli Lilly (LLY -2.37%) sank 18% this week, according to data from S&P Global Market Intelligence. The drugmaker with a market cap of over $500 billion is in a sharp drawdown due to previously high expectations and weak data on its obesity drug pipeline.Even though the stock is in a 35% dip from all-time highs, Eli Lilly is up 300% in the last five years on the back of its blockbuster weight loss drugs.Here's why Lilly stock dipped after posting its second-quarter ...

Weight-loss drugs significantly improve health, though they’re also tied to increased spending on other medical care that’s sustained over time, a new study found https://t.co/TyiVEF8FXP ...

India’s weight-loss drug market is already lucrative, but the real boom will come next year. We explain why Indian drug firms will have to race to beat foreign rivals on their home turf https://t.co/KKbtlcKdSi ...

India’s weight-loss drug market is already lucrative, but the real boom will come next year. We explain why Indian drug firms will have to race to beat foreign rivals on their home turf https://t.co/PJ39jLZhoW ...

Until recently, Indians had few safe ways of joining the global craze for weight-loss drugs. But as patents for the active ingredient in Ozempic and Wegovy expire, the country’s generics giants could make slimming cheaper worldwide https://t.co/Wn1jDFfF0U ...

As the global market for weight-loss drugs looks set to rocket to $150bn in annual sales in the next decade, industry insiders see the country as a big target. Indian pharma is hoping to cash in https://t.co/dlQ6NphQMTIllustration: Ben Hickey https://t.co/wiIjlvMmvc ...

Dozens of lawmakers are urging US health regulators to crack down on the booming market for knockoff weight-loss drugs amid mounting concerns over their potential safety risks https://t.co/oKWHRePjqF ...

Company Overview - Hims & Hers transformed from a startup to a telehealth company valued at nearly $11 billion [1] Business Model - The company became a leader in knockoff weight-loss drugs [1]

Healthcare & Pharmaceutical Industry - NHS (英国国家医疗服务体系) 开始推广肥胖症药物 [1] - 英国卫生大臣表示，英国大多数肥胖成年人最终可能使用减肥药物，具有“潜力” [1]

Core Viewpoint - Weight-loss drugs are significantly altering consumer dining habits in the U.S., posing a threat to the long-term growth of the restaurant industry, particularly fast-food chains [1][2]. Impact on McDonald's - Redburn Atlantic downgraded McDonald's from Buy to Sell, citing concerns over appetite-suppressing medications reshaping consumer behavior [2]. - Analyst Chris Luyckx estimates McDonald's could lose 28 million annual visits, translating to a revenue loss of $481.5 million, which represents a 0.9% drag on systemwide sales [4]. - The report indicates that the cumulative risk of changing eating habits could escalate, with a potential 10% decline in sales over time [4]. Broader Industry Trends - The report suggests a reversal in the trend of increasing calorie consumption from restaurants, which has nearly tripled since 1977 [5]. - Currently, only 6% of U.S. adults are using GLP-1 medications, but this is expected to rise to 12% of non-type 2 diabetic obese adults by 2030 [6]. Spending Patterns Among Income Groups - Lower-income users of GLP-1 medications have reduced fast-food spending by 14%, with lunch and dinner experiencing the sharpest declines [7]. - Lunch spending among lower-income GLP-1 users has dropped by approximately 9%, while dinner spending has fallen by about 12% [7]. Risks to Other Fast-Food Chains - Domino's Pizza and KFC are identified as facing significant risks, with Domino's projected to lose $129.8 million annually, or 1.4% of its system sales, while KFC may see a 1.2% decline [8]. - Redburn initiated coverage on Domino's with a Sell rating and a 12-month price target of $340, indicating a potential 25% decline from current levels [8]. Vulnerability of Specific Chains - Chains like Domino's, McDonald's, and Pizza Hut are more vulnerable due to their high U.S. exposure, reliance on lower-income consumers, and dependence on group dining occasions [9]. - In contrast, Taco Bell and Chipotle are better positioned due to their diversified traffic patterns, with Taco Bell benefiting from late-night traffic and Chipotle's affluent customer base providing some insulation from the impact [9][10].