CNBC
10 Nov 2026, 07:52 UTC · 1d ago
FDA warns of vision loss risk linked to popular GLP-1 drugs like Wegovy, Zepbound
Impact · against what's priced in
The FDA's mandated safety warning for GLP-1s creates a new risk vector for both Novo Nordisk and Eli Lilly, potentially depressing prescription volumes and increasing litigation risk. For Eli Lilly, this specifically threatens the stability of the 30.2% growth trajectory the market currently requires for its valuation.
- LLY−0.40
Challenges what's priced in
- The price assumes
implied revenue CAGR (reverse DCF): 30.2%
The mandatory safety warnings and quantitative evidence of increased NAION risk could trigger a dip in prescription volume, undermining the 30.2% long-term growth rate the price currently requires.
What LLY's price assumes · Sep 10
