Are Weight-Loss Drugs Like Gym Memberships? The Answer Is Worth Billions - WSJ

1. Demand for GLP-1 drugs shows seasonal patterns impacting Eli Lilly's sales. 2. Eli Lilly's Q4 results disappointed, but seasonality may explain the underperformance. 3. Analyst estimates project Mounjaro and Zepbound sales reaching $25 billion by 2025. 4. Insurance coverage issues may restrict patient access and affect drug uptake. 5. Past revenue guidance miscalculations highlight the need for cautious expectations.