Just noticed something interesting about the weight-loss pill race. Eli Lilly had stockpiled $1.5 billion worth of their experimental oral medication before FDA approval came through last year. That's a massive bet on demand. Meanwhile, their Danish competitor already launched their once-daily pill in the U.S. and hit over 26,000 prescriptions in just the second full week. Pretty wild adoption rate for this category. Lilly's pill got fast-track status which cut their review timeline down to a couple months instead of the usual year-long process. Shows how serious the pharma industry is about this pill market right now. The fact that companies are building these massive pre-launch inventories tells you everything about how confident they are in the pill category. Interesting to watch how this unfolds.

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