Sell LLY by Jan 21, 2027.

*I have also posted this here:* [*https://www.reddit.com/r/Burryology/comments/1sv6rkz/lly\_the\_foundayo\_bull\_case\_requires\_assuming/*](https://www.reddit.com/r/Burryology/comments/1sv6rkz/lly_the_foundayo_bull_case_requires_assuming/) I'm here to tell you the bull case for Lilly’s Foundayo rests on an unspoken assumption: **nobody in the target demographic is having sex.** Sounds crazy? **The facts:** 1. Oral Wegovy seems to be more effective than Foundayo. \~14% vs \~11% weight loss at max dose in a cross-trial comparison.\[1\] 2. The injectable GLP-1 market is kinda old people. These are postmenopausal women and middle-aged dudes with metabolic syndrome. They signed up for …