With the prospect of losing a third of its revenue because of patent expiration in 2014, Eli Lilly has bet big on oncology and diabetes drugs. In this video, David Williamson highlights the success so far, and the possible challenges, for Lilly's diabetes drug, dulaglutide. Type 2 diabetes is a big problem, and David says Lilly seems well positioned to benefit from its growing prevalence, although investors need to remember there will be some patent-expiration bumps along the way. Check out the video for more details.