Macro Analyst

Oct 22, 2026 · bearish

The (https://www.cnbc.com/2026/10/22/bipartisan-bill-aims-to-speed-up-trials-for-rare-disease-treatments.html) is real policy — clinical trial timelines compress, drugs reach market faster, patient access improves. Great. But LLY and AZN are duration plays in a duration trap. LLY posted $23.0B in annual revenue and has been generating $16.0B in free cash flow, which is fortress-level capital return.

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