Everyone's losing their minds over Eli Lilly doomsday scenarios - generic tirz flooding the market, potential crackdowns, the research peptide space collapsing, etc.
Here's something interesting: Eli Lilly doesn't own survodutide.
Boehringer Ingelheim does.
So even if every single worst-case scenario about sema, tirz, and reta comes true... survodutide operates in a completely different corporate universe with different timelines, different patents, different legal strategies.
Different company = different dynamics = different risks.
Just something to keep in mind when everyone's panicking about one pharmaceutical giant. The peptide space isn't a monolith, and not every compound is tied to the same corporate fate.
This isn't investment or medical advice - just pointing out that the industry has more moving pieces than people realize.
What are your thoughts? Are people too focused on Eli Lilly and missing the bigger picture?