$LLY Eli Lilly should absolutely acquire
$MDGL Madrigal
Why ⁉️
For Lilly, buying Madrigal would immediately establish a dominant position in liver disease rather than waiting for internal programs to mature.
A combined Lilly-Madrigal portfolio could offer 🔰
✚ Tirzepatide for metabolic dysfunction and weight loss
✚ Rezdiffra for direct liver-targeted fibrosis improvement
✚ Future combination regimens
Owning
$MDGL Madrigal would give Lilly the leading approved liver-directed therapy and make it harder for competitors to build comprehensive metabolic disease franchises.
Rezdiffra could be expanded internationally much faster under
$LLY Lilly's commercial infrastructure than as a standalone company. Some investors have argued this is one reason
$MDGL could be attractive as an acquisition target.
Revenue Diversification 💲
Lilly currently depends heavily on obesity and diabetes growth.
Madrigal would provide:
✚ A separate blockbuster franchise
✚ Additional intellectual property
✚ Exposure to hepatology specialists
✚ A growing pipeline beyond Rezdiffra, including GLP-1 combinations and siRNA programs
#MASH #Rezdiffra #Tirzepatide