EP 021: Make America skinny again? The oral GLP-1 opportunity at Eli Lilly ($LLY)
Eli Lilly’s oral GLP-1 is going to change how the obesity market can scale.
In this episode of Pitch the PM, Doug Garber speaks with Sriker Nadipuram, a founding member of Critical Value Asset Management, a long/short equity fund focused on biotechnology and pharmaceuticals. Doug and Sriker unpack why oral delivery matters for access, and long-term earnings power. The discussion focuses on how behavioral friction, PBMs, pricing mechanics, and policy all shape adoption, often more than clinical data alone.
Topics include:
Why obesity drugs are a penetration story, not just an efficacy story…
The skinny
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