Eli Lilly and Co (LLY.US), the American pharmaceutical company, benefited from the weight loss drug concept. Its stock price hit a new high of $909.42 on Tuesday, rising 1.6% at the close of the market. Morgan Stanley recently issued a report stating optimism for the long-term growth of GLP-1 in the American healthcare market. It maintained its "shareholding" rating on Eli Lilly and set a target price of $1,023 for the next 12 months. This corresponds to an EPS forecast of $22.23 for Q2 2025 to Q1 2026, and a predicted PE ratio of 46. Although it is higher than the company's ten-year average PE ratio of 26, it can still reflect the growth prospects and product-line selectivity of the firm.

According to JPMorgan, investors are concerned about whether the US healthcare market can support significant growth in GLP-1 weight loss drugs. Even if the US GLP-1 market size exceeds $150 billion (higher than its optimistic scenario of $140 billion), the drug's share of the entire healthcare market is believed to be 10% to 15%, similar to the current situation. Because the expiry of patent rights for some drugs will limit the rapid growth of overall drug consumption expenditure, and it is believed that future research will confirm the efficacy of GLP-1 in helping patients lose weight and reduce treatment expenses for other obesity-related diseases.