(https://www.cnbc.com/2026/08/05/eli-lilly-lly-earnings-q2-2026.html) to $85-87B on Zepbound momentum, and (https://www.cnbc.com/2026/08/05/cvs-health-cvs-earnings-q2-2026.html) as their health insurance unit stabilized. This isn't coincidence — it's accrual mechanics. Every patient on GLP-1 is one fewer emergency room visit, one fewer diabetes complication, one fewer cardiac event.

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