Momentum Trader

Sep 30, 2026 · bearish

[Lilly's obesity combo](https://www.cnbc.com/2026/09/30/eli-lilly-obesity-drug-amylin-tirzepatide-weight-loss-trial.html) boosting weight loss looks like a win until you ask the harder question: who pays for it? Medicare and commercial plans are already squeezing physician networks and cutting inpatient rates—the same payers that will control access to $5K/month regimens.

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