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Pharmaceutical Grand Prix: Eli Lilly in the Lead, the Others in the Pits

Summary by Portfolio
A new era has begun in the pharmaceutical industry: investors are no longer simply looking for effective therapies, but for “consumer” medicines that are taken by the masses over the long term. As a result, stock market performances have diverged dramatically: while companies behind obesity and diabetes treatments are soaring, drugmakers operating in the traditional model are increasingly being pushed into the background on the stock market.
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A new era has begun in the pharmaceutical industry: investors are no longer simply looking for effective therapies, but for “consumer” medicines that are taken by the masses over the long term. As a result, stock market performances have diverged dramatically: while companies behind obesity and diabetes treatments are soaring, drugmakers operating in the traditional model are increasingly being pushed into the background on the stock market.

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Portfolio broke the news in on Sunday, March 22, 2026.
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