2024-06-09 08:47:48 ET
Summary
- Eli Lilly's tirzepatide shows potential in resolving metabolic dysfunction-associated steatohepatitis without worsening fibrosis.
- GLP-1 drugs pose a serious threat to Madrigal's Rezdiffra, potentially dominating the MASH market.
- Madrigal's financial health is stable with sufficient funding for the launch of Rezdiffra, but profitability and market prospects remain uncertain.
- Despite its market position, Madrigal faces substantial risks, leading to a sell recommendation.
Madrigal's Market Shake-Up: How Eli Lilly's Tirzepatide Tips the Scales
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Madrigal May Not Be Able To Shrug GLP-1 Drugs For Long