The Challenges Ahead for Eli Lilly

Eli Lilly has improved its R&D success since 2010, launching several major drugs. However, they face increased market competition and pricing pressures from PBMs and insurers. Future strategies may include acquisitions and focusing on validated targets, but challenges remain, such as the Alzheimer's drug trials. Market expectations often exceed actual sales due to cost concerns, as seen with cholesterol drugs from Amgen and others.

What role do PBMs and insurance companies play in Eli Lilly's market strategy?

What risks does Eli Lilly encounter when launching new drugs, particularly for Alzheimer's?