npr.org
This drug is a true gamechanger
In the SURMOUNT-1 study, people who took the highest dose of tirzepatide, most of whom had a BMI of about 30 or higher but did not have diabetes, lost about 21% of their body weight during the 72 week study. As researchers point out, for people who have bariatric surgery, typical weight loss is about 25% to 30% of their weight, one or two years after the surgery. In the tirzepatide study, 36% of people taking the highest dose lost 25% or more of their body weight.
this is comparable to bariatric surgery
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If I were Eli Lilly and Company, I would invest into food science, trying to make as many different hyperpalatable foods aimed at teenagers and young adults as possible. The more people have BMI of 30 by the time they are 30, the bigger the market for their drug is. Imagine the government first handing out food stamps to poor Americans, then paying for their obesity treatment via Medicaid.
That's why we need EMH to protect people from making simple mistakes like that. :)
Eli Lily can and will make good money on tirzepatide but it is a big company with tens of different drugs on the market. Some of them will be unprofitable which makes it hard to predict the final stock price of this company.
Also, it doubtful that it will make a noticeable dent in McDonald's profits. McDonald's is not the only fast food chain. People buy food in supermarkets too and throw out about half of it for whatever reason. It is very hard to predict what impact the appetite loss in a number of fat people will have.
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