GLP-1 expansion is everywhere now - the signal is a fade because the narrative is already consensus
The Opportunity
This is not a Lilly call; it is a warning label about edge. The direction is FADE because the GLP-1/obesity market expansion narrative is already mainstream and heavily distributed, so whatever incremental value existed has been arbitraged into consensus positioning. The system is telling you: do not confuse volume of coverage with new information.
The Timing
The lifecycle is spreading and the edge status is decaying. In that state, the only legitimate reason to engage is if a new, discrete datapoint hits (pricing, reimbursement, supply constraint, compounding enforcement) that is not already embedded. Without that, timing is structurally wrong: you are late, and the tape will whip you on sentiment shifts rather than new facts.
The Evidence
No hydrated evidence links were provided for this item in the payload, but the routing and direction do not require them: FADE is an explicit acknowledgement that the edge is closed. The evidence is the pipeline state itself: Tier-1 presence plus broad propagation equals no informational advantage.