Kevin Dunleavy
Reporter for Fierce Pharma who covers pharmaceutical industry developments and provided analysis on HSBC's downgrade and market implications.
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Mar 27, 2026 • 16min
Pulse check on Lilly's GLP-1 fortunes
Fraiser Kansteiner, Fierce Pharma reporter who covered Lilly’s retatrutide data, and Kevin Dunleavy, Fierce Pharma industry reporter, discuss Lilly’s recent HSBC downgrade and market fallout. They dive into retatrutide’s diabetes and weight-loss data, tolerability questions, competitive risks from Novo and generics, and what the regulatory and commercial timeline might mean for GLP-1 positioning.
