Eli Lilly just pulled off a historic flex—first healthcare company ever to hit $1 trillion market cap. Their stock was on a tear during Friday's session before cooling off, but the milestone speaks volumes about the absolute dominance of their obesity and diabetes drugs.

The numbers tell the real story: Mounjaro raked in $6.52B Q3 revenue (up 110% YoY), while Zepbound crushed it with $3.59B (up 184%). That's not hype, that's a market that's printing money. LLY stock is up 36% this year alone.

Here's where it gets interesting—they're launching an oral version next year, which could be a game-changer for accessibility. Only Berkshire Hathaway sits in the trillion-dollar club among non-tech US companies now.

But real talk: the obesity drug market is becoming a bloodbath. Novo Nordisk's still a beast, and Pfizer just bought Metsera to get in the game. The market could hit $150B+ by the 2030s, so expect things to get competitive fast.