Sell LLY by Jan 21, 2027.

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 needles, cold chain, and insurance fights. They …