Why isn’t LLY talking up Reta in the news?

TRS123

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I wonder why Lilly isn’t mentioning Reta in recent news releases about drugs in the pipe line
 
I wonder why Lilly isn’t mentioning Reta in recent news releases about drugs in the pipe line
It's safer for them to do so after it's FDA approved. Any positive statements that they make now have the potential to temporarily raise the stock price now but lower it when the drug doesn't quite match that positive statement.
 
Can you tell me why?
People on social media who blow the lid off the grey market bring a lot of unwanted attention. This thing of ours is only possible because it's somewhat under the radar. Communities like this have to strike a balance between helping people in need and making the whole scene a target of monied interests by garnering too much attention.
 
People on social media who blow the lid off the grey market bring a lot of unwanted attention. This thing of ours is only possible because it's somewhat under the radar. Communities like this have to strike a balance between helping people in need and making the whole scene a target of monied interests by garnering too much attention.

这就是为什么我们只用普通话发帖。
Zhè jiùshì wèishéme wǒmen zhǐ yòng pǔtōnghuà fātiē.
 
They talk up the pill quite a bit in recent company filings they also mention a long list of other drugs in their pipeline of development but don’t mention reta
I have been an investor for a while and just wondering why they aren’t talking about it
 
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I agree. They are making a mint on Tirz and don't want to undercut their own profits until they are ready to roll out Reta. Oh, and that CEO dude needs to learn how to pronounce it correctly (Reht a TRU' Tied per Indolent).
When I first saw the word, I thought it was pronounced the way the CEO did in @IshimaruKenta's link. But I'm pretty sure I then saw video showing him pronouncing it the way I typed in comment #22 here. Anyway, they'll find some even worse names for the brands.
 
Too busy making money with product already on the market.
This exactly.

IMHO, they are going to slow-walk reta to market in order to milk every last penny out of tirz that they can since it's almost guaranteed that the minute reta is FDA approved and available that everybody is going to want the new and shiny thing and demand for name-brand tirz is going to drop like a rock and prices probably along with it.
 
This exactly.

IMHO, they are going to slow-walk reta to market in order to milk every last penny out of tirz that they can since it's almost guaranteed that the minute reta is FDA approved and available that everybody is going to want the new and shiny thing and demand for name-brand tirz is going to drop like a rock and prices probably along with it.
I am curious as to how exactly they time it and where they draw the line, because even with Tirz releasing Ozempic sales still grew 26% in 2024 and in 2025 through Q2 its up another 16% YOY. Novo is saying its slowing down but 16% sales growth would be exceptional in most industries(although with the cash cow pharma is that could be viewed differently).

If Tirz' growth mirrors or outpaces Sema's I wonder if they would sit on reta past approval to milk it further or if they even can.
 
I am curious as to how exactly they time it and where they draw the line, because even with Tirz releasing Ozempic sales still grew 26% in 2024 and in 2025 through Q2 its up another 16% YOY. Novo is saying its slowing down but 16% sales growth would be exceptional in most industries(although with the cash cow pharma is that could be viewed differently).

If Tirz' growth mirrors or outpaces Sema's I wonder if they would sit on reta past approval to milk it further or if they even can.
I think a lot of it may depend on how the patent system impacts things. Obviously they will want to maximize their exclusivity window on every product, so I have to imagine they have entire teams of statisticians, financial analysts, etc. looking at every possible permutation to decide on the exact day, time, and phase of the moon for every little action they take lol.

Looking at the liraglutide->semaglutide progression at Novo and the dulaglutide->tirzepatide progression at Lilly may give some clues as to how and when future GLP's make it to market. It will be interesting to watch for sure.
 
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