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22:30
Feb 03 ◎
Peter Konietze AMCR Q2 FY26 call
Amcor has won a significant supply contract for a major global pharmaceutical customer's new oral GLP-1 therapy drug, supplying blister packaging in Europe and rigid containers in the US. — This signals a shift in the GLP-1 drug delivery market towards oral formats and indicates Amcor is capturing new demand, potentially benefiting from the secular growth trend even as it may be a headwind for other parts of its portfolio.
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About LLY Analyst Coverage

Buzzberg tracks LLY (Eli Lilly and Company) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Peter Konietze.