Not Jerome Powell(@alifarhat79):Everyone's watching the obesity numbers. This is the quieter story. A shot once or twice a year that prevents disease, sold direct, is a completely different business than a monthly refill. GLP-1s built the channel. siRNAs might be what it was built for.

2026.09.22 22:49

Everyone's watching the obesity numbers. This is the quieter story. A shot once or twice a year that prevents disease, sold direct, is a completely different business than a monthly refill. GLP-1s built the channel. siRNAs might be what it was built for.

Mike Rockefeller@mikerockefeller

2026.09.17 18:30

siRNAs for Lilly Direct? Not what I would have expected. But that’s where @EliLillyandCo CEO Dave Ricks is looking given how cleanly targeted the modality is, and how infrequent the dosing can be. His view: therapies that prevent disease, with almost no symptoms to manage, fit a direct channel. “That seems like a pretty viable idea to us.”’

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