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Lilly is absorbing lower GLP-1 pricing, with 53% more patients on its drugs funding a push into gene editing and oncology.

Eli Lilly cut its prices 15% and still sold $24.4B in three months, up 39%. How? 53% more people are taking its drugs. Its next weight loss shot took off about 28% of patients' body weight in trials. The weight loss money is now paying for gene editing, cancer drugs and cell https://t.co/eaqcVLBSEm [Quoted @ThierryBorgeat]: CEO of Eli Lilly $LLY The biggest beneficiary of AI is Biotech. The case: https://t.co/V2nfeWzPeh https://t.co/iyKmslKzcv https://t.co/3gvq5zfzdP
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A 20% CoWoS price hike lands directly on the cost line of every AI accelerator maker that depends on TSMC's advanced packaging, with the pricing power sitting entirely on the foundry side.

RT @Beth_Kindig: TSMC $TSM is reportedly planning to increase CoWoS packaging prices by up to 20% next year as packaging demand continues t…
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This cycle has already run 10 months past the postwar average, with 51 months still separating it from the 2009-2020 record. Expansions do not die of old age, but positioning as if this one runs forever is a choice.

The US economy has now been in an expansion for 77 months. Average expansion since 1949: 67 months Longest: 128 months (2009 - 2020) Shortest: 12 months (1980 - 1981) https://t.co/Ekn3ejJxnV
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