The GLP-1 Revolution — Mounjaro, Zepbound, and the Three-Platform Bet

Lilly's GLP-1 franchise is the most consequential commercial story in pharma in a generation. Mounjaro and Zepbound have driven Lilly to roughly 60% of the U.S. obesity/diabetes market. The April 2026 FDA approval of Foundayo (orforglipron), a daily oral GLP-1 pill, is widening the moat. And retatrutide is a Phase 3 triple-agonist that has produced 29% body-weight loss at 68 weeks. This module gives you the science, the competitive dynamics, and the strategic narrative — so when you say "I'm excited about the GLP-1 work," you actually know what you're talking about.