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$Eli Lilly(LLY.US)
Merck and moderna are good examples of what it means to get in and be patient. Lily is pumping so much money into research and with AI we might find a cure for diabetes. Get in and be patient. Trials take time for approvals. Diversify from tech!
$Eli Lilly(LLY.US)
Context: Eli Lilly has had a strong run, gaining about 30% since March as investors remain optimistic about its diabetes and obesity drug business. The stock has also recently reached new highs.
My trade: I closed my position last night after the strong rally. Rather than chase the stock higher, I’m happy to lock in the gains.
Takeaway: I know Lilly remains a strong growth story but expectations are also high. Also, pharma stocks face risks from drug pricing pressure, competition, regulation, and the uncertainty of developing new treatments.
$Eli Lilly(LLY.US)
Many investors often wonder if there are good alternatives to the tech bubble. Eli Lily is such a brand. Very good moat and good product. It is likely to invent and patent more than its competitor due to good cashflow. Stay vested early!
#Trade Showcase: Trade, Show & Earn Rewards!
Dow +263 points to a record 54,349 while Nasdaq gave up 0.83% to 26,363 and S&P slipped 0.17%. same session. healthcare carried the Dow with Lilly +4.9% and Amgen +4.6% while the AI complex paid for the earnings reactions. this is rotation, not risk off, and the two get confused constantly.
For the first time, DBS’ total income is above SGD6 billion. SpaceX reports as a public company. AppLovin revenue jumps. Eli Lilly, Shopify and Disney gains range from 3% to 17%.
Good news for CapitaLand Ascendas REIT distributes income up to 8.6% DPU of 7.482 cents.
CapitaLand China Trust → DPU of 2.45 cents.
There are more news about Hong Kong / China stocks - Hang Seng China Enterprises, MiniMax, Luxshare Precision, and Sanhuan Group.
$DBS(D05.SG) just crossed a milestone: total income above S$6B for the first time, on record quarterly profit. Meanwhile $SpaceX(SPCX.US) delivered its first earnings report as a public company, beat ...
$Eli Lilly(LLY.US) (+5% today) now has two of the top 10 selling drugs in the world: #1 Mounjaro for type 2 diabetes (est 2026 Revs $36B), and #6 Zepbound for weight loss (est 2026 Revs $18B), plus 6 other drugs with more than $1B in expected 2026 revenues. When a pharma rep has a product platform that deep, it gives the sales rep a huge advantage to sell in both new delivery forms for existing treatments (e.g. LLY’s GLP-1 weight loss pill Foundayo) and for new treatments (LLY’s Kisunla for Alzheimer’s, which should generate $600M sales in FY’2026). At 35x 2026 Adj EPS, LLY is certainly not cheap vs +12-15% long-term rev growth and +18-20% EPS growth but it’s a great play on weight loss, type 2 diabetes, and aging.
$Eli Lilly(LLY.US) +5% premarket after the drugmaker posted 2Q sales ahead of expectations on the strength of its obesity drugs and raised FY’26 revenue full-year forecast above expectations. Foundayo revs (weight loss pill) launched in June beat expectations.
FY’2026 guidance: - Sees Revs $85.0B to $87.0B, saw $82.0B to $85.0B, vs $85.31B est. - Sees Adj EPS $35.50 to $36.50, saw $35.50 to $37 vs $33.56 est.2Q results:- Adj EPS $8.38 +32% Y/Y vs. $6.37 est- Revs $22.97 billion, +48% y/y, vs $20.59 estimate - Mounjaro revenue $9.94B vs $8.83B est- Zepbound revenue $4.93B vs $4.64B - Foundayo revenue $98M vs $92M est- Trulicity revenue $1.22B vs $869M est- Verzenio rev. $1.47B, -1% y/y, vs $1.5B est- Taltz rev. $856M vs $854.7M est- R&D expenses $3.82B vs $4.05B est☀️ Pre-Market Earnings Recap:
$Circle(CRCL.US) $CVS Health(CVS.US) $Disney(DIS.US) $Dynatrace(DT.US) $EOS Energy Enterprises(EOSE.US) $Flutter ENT(FLUT.US) $FuboTV(FUBO.US) $GlobalFoundries(GFS.US) $Galaxy Digital(GLXY.US) $Kraft Heinz(KHC.US) $Eli Lilly(LLY.US) $NICE-Syst(NICE.US) $Insulet(PODD.US) $Solaredge Tech(SEDG.US) $Shopify (SHOP.US) $SharkNinja(SN.US) $Uber Tech(UBER.US) $Terawulf(WULF.US)$Eli Lilly(LLY.US) Q2 EARNINGS DOUBLE BEAT + RAISE 🔥
Adj. EPS: $8.38 vs $6.01 estSales: $22.974B vs $20.725B estRaised FY2026 Sales Guidance🟩 +3.52%US stocks were mixed pre-market (SPX +0.2%, NDX -0.2%) as Trump signaled a possible Strait of Hormuz deal with Iran as early as Wednesday, tempered by Iran-backed Houthi threats to disrupt Red Sea travel. Brent rose +1.1% to $80/bbl; gold and silver gained. Notable pre-mkt movers included $SpaceX(SPCX.US) -9% on surging AI spending, $Match(MTCH.US) -10% on disappointing paying users and revenues, and $Eli Lilly(LLY.US) +3% on lackluster Wegovy pill sales at competitor $Novo Nordisk AS(NVO.US). Equities remain fully priced with 2026 EPS estimates now $346 (+25% YoY) on AI and energy gains, implying a 22x forward P/E and an earnings yield below 10yr Treasury yields for the first time since early 2024, and before that 2000. I remain cautious on $Tesla(TSLA.US) amid falling estimates, the continued commoditization of unsupervised autonomy, and an extended valuation. $Disney(DIS.US), $Uber Tech(UBER.US), $Eli Lilly(LLY.US), $Kraft Heinz(KHC.US), $Occidental Petroleum(OXY.US), and $Shopify (SHOP.US) report earnings today. On Friday, we get July employment numbers.
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Novo Nordisk Raises 2026 Outlook on Stronger GLP-1 Sales Expectations - $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗼𝘃𝗼 𝗡𝗼𝗿𝗱𝗶𝘀𝗸 raised its full-year 𝟮𝟬𝟮𝟲 adjusted guidance.➤ Higher outlook reflects stronger expected 𝗚𝗟𝗣-𝟭 product sales.➤ Adjusted sales guidance improved to 𝟬% 𝘁𝗼 -𝟲% at CER.➤ Previous adjusted sales outlook was -𝟰% 𝘁𝗼 -𝟭𝟮% at CER.➤ Adjusted operating profit guidance improved to 𝟬% 𝘁𝗼 -𝟲% at CER.➤ 𝗤𝟮 adjusted sales reached 𝗗𝗞𝗞 𝟳𝟴,𝟰𝟴𝟴 𝗺𝗶𝗹𝗹𝗶𝗼𝗻, up 𝟳% at CER.➤ 𝗤𝟮 adjusted operating profit totaled 𝗗𝗞𝗞 𝟯𝟯,𝟯𝟴𝟵 𝗺𝗶𝗹𝗹𝗶𝗼𝗻, up 𝟭𝟭% at CER.➤ Results exclude one-time impacts from the U.S. 𝟯𝟰𝟬𝗕 𝗗𝗿𝘂𝗴 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗣𝗿𝗼𝗴𝗿𝗮𝗺.➤ 𝗤𝟮 included 𝗗𝗞𝗞 𝟲.𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in non-cash impairment charges.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Improved guidance signals stronger-than-expected demand for 𝗚𝗟𝗣-𝟭 therapies.➤ Higher outlook may strengthen investor confidence in Novo Nordisk's earnings trajectory.➤ Excluding one-time items provides a clearer view of underlying operating performance.📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Eli Lilly(LLY.US) Eli Lilly's Olomorasib Receives FDA Breakthrough Therapy Designation for Pancreatic Cancer
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗘𝗹𝗶 𝗟𝗶𝗹𝗹𝘆's 𝗼𝗹𝗼𝗺𝗼𝗿𝗮𝘀𝗶𝗯 receives 𝗙𝗗𝗔 𝗕𝗿𝗲𝗮𝗸𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗧𝗵𝗲𝗿𝗮𝗽𝘆 designation.➤ Designation covers previously treated 𝗞𝗥𝗔𝗦 𝗚𝟭𝟮𝗖-mutant advanced pancreatic cancer.➤ Olomorasib is a next-generation 𝗞𝗥𝗔𝗦 𝗚𝟭𝟮𝗖 inhibitor under investigation.➤ FDA designation is intended to accelerate drug development and review.➤ No approved targeted therapies currently exist for 𝗞𝗥𝗔𝗦 𝗚𝟭𝟮𝗖-mutant pancreatic cancer.➤ Decision is based on preliminary 𝗣𝗵𝗮𝘀𝗲 𝟭/𝟮 𝗟𝗢𝗫𝗢-𝗥𝗔𝗦-𝟮𝟬𝟬𝟬𝟭 trial results.➤ Olomorasib previously received Breakthrough Therapy designation in 𝗞𝗥𝗔𝗦 𝗚𝟭𝟮𝗖-mutant NSCLC.➤ Lilly continues evaluating olomorasib across multiple 𝗞𝗥𝗔𝗦 𝗚𝟭𝟮𝗖-driven cancers.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ FDA designation may accelerate regulatory review and clinical development.➤ Addresses a major unmet need in a cancer with limited treatment options.➤ Expands Lilly's oncology pipeline in precision cancer therapies.➤ Reinforces momentum for 𝗞𝗥𝗔𝗦-targeted cancer drug development.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗝𝗮𝗰𝗼𝗯 𝗩𝗮𝗻 𝗡𝗮𝗮𝗿𝗱𝗲𝗻, Executive Vice President and President of Lilly Oncology:"Pancreatic cancer has historically been one of the most difficult-to-treat cancers and people whose tumors harbor a KRAS G12C mutation face limited options once their disease progresses. This Breakthrough Therapy designation reflects the early potential we're seeing with olomorasib in this setting and the critical need for new treatment options. With now two Breakthrough Therapy designations across pancreatic and lung cancers, olomorasib continues to demonstrate broad potential clinical evidence across KRAS G12C-driven tumors and reflects our commitment to bringing meaningful new treatment options to patients living with these cancers."📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Eli Lilly(LLY.US) Eli Lilly and Resilience Invest $𝟳𝟱𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 to Expand U.S. Drug Manufacturing
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗘𝗹𝗶 𝗟𝗶𝗹𝗹𝘆 and 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 will invest $𝟳𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in U.S. manufacturing.➤ Investment will create 𝟰𝟬𝟬 new high-skilled jobs in Cincinnati, Ohio.➤ Resilience will manufacture 𝗟𝗶𝗹𝗹𝘆'𝘀 𝗞𝘄𝗶𝗸𝗣𝗲𝗻 injectable devices.➤ KwikPen supports treatments for 𝗱𝗶𝗮𝗯𝗲𝘁𝗲𝘀 and 𝗼𝗯𝗲𝘀𝗶𝘁𝘆.➤ Partnership has produced over 𝟭𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 medicine doses since 𝟮𝟬𝟮𝟯.➤ Lilly's U.S. capital expansion commitments exceed $𝟱𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 since 𝟮𝟬𝟮𝟬.➤ Lilly plans to begin construction at additional U.S. manufacturing sites this year.➤ Investment comes amid broader industry efforts to expand U.S. pharmaceutical production.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands manufacturing capacity for Lilly's fast-growing diabetes and obesity medicines.➤ Strengthens domestic pharmaceutical supply chains amid evolving U.S. trade policies.➤ Reinforces Lilly's long-term manufacturing strategy to meet rising patient demand.➤ Highlights continued reshoring of drug production across the pharmaceutical industry.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗘𝗱𝗴𝗮𝗿𝗱𝗼 𝗛𝗲𝗿𝗻𝗮𝗻𝗱𝗲𝘇, Lilly's Manufacturing Head:"The partnership reflects Lilly's efforts to meet rising demand for its medicines."• Investors are shifting focus from AI stocks to energy and healthcare sectors.
• Eli Lilly and Dell are highlighted as stocks to watch. $Eli Lilly(LLY.US) $Dell Tech(DELL.US) • $Apple(AAPL.US) stock performed well, benefiting from high ratings. • Major companies like $Meta Platforms(META.US) and $Amazon(AMZN.US) face challenges in AI ROI this earnings week.• Futures are rising while oil prices are dropping due to hopes for a U.S.-Iran deal.
• Major companies like Apple, Amazon, and Meta are set to report earnings soon. • A potential Federal Reserve rate hike is being discussed. • Investors are shifting focus from AI stocks to energy and healthcare sectors. • Eli Lilly's stock is performing well, hitting an all-time high before a slight pullback. • Market turmoil continues as investors adopt defensive strategies.If there is something for us to cheer about in the market, its $XLE and some names like $Eli Lilly(LLY.US) $Johnson & Johnson(JNJ.US) $Abbvie(ABBV.US). Lily especially is giving us something to hope for. I will hold longer.
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Eli Lilly Delays Retatrutide Approval Filing to Q1 2027 - $Eli Lilly(LLY.US) $Hims & Hers Health(HIMS.US) $Novo Nordisk AS(NVO.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗘𝗹𝗶 𝗟𝗶𝗹𝗹𝘆 plans to file for 𝗿𝗲𝘁𝗮𝘁𝗿𝘂𝘁𝗶𝗱𝗲 approval in 𝗤𝟭 𝟮𝟬𝟮𝟳.➤ Filing delayed to gather additional 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 and quality-control data.➤ Phase 3 trials met primary endpoints in two additional studies.➤ Adults with obesity and Type 2 diabetes lost up to 𝗮𝗻 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗼𝗳 𝟮𝟬.𝟴% body weight.➤ Adults with severe obesity and cardiovascular disease lost up to 𝗮𝗻 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗼𝗳 𝟮𝟮.𝟲% body weight.➤ Retatrutide targets 𝗚𝗟𝗣-𝟭, 𝗚𝗜𝗣, and 𝗴𝗹𝘂𝗰𝗮𝗴𝗼𝗻 hormones.➤ Common side effects included 𝗱𝗶𝗮𝗿𝗿𝗵𝗲𝗮, 𝗻𝗮𝘂𝘀𝗲𝗮, and 𝗰𝗼𝗻𝘀𝘁𝗶𝗽𝗮𝘁𝗶𝗼𝗻.➤ TD Cowen estimates retatrutide could generate $𝟯.𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in 𝟮𝟬𝟯𝟬 sales.➤ Novo Nordisk recently sued Lilly over 𝗮𝗹𝗹𝗲𝗴𝗲𝗱 false advertising claims.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗞𝗲𝗻𝗻𝗲𝘁𝗵 𝗖𝘂𝘀𝘁𝗲𝗿, President of Lilly Cardiometabolic Health:"We believe we have the information necessary to file for approval globally for retatrutide as a potential treatment for obesity, knee osteoarthritis pain and obstructive sleep apnea."📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Eli Lilly(LLY.US) Eli Lilly's Retatrutide Delivers Up to 22.6% Weight Loss in Phase 3 Trials
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗘𝗹𝗶 𝗟𝗶𝗹𝗹𝘆 reports positive 𝗣𝗵𝗮𝘀𝗲 𝟯 results for retatrutide.➤ 𝗧𝗥𝗜𝗨𝗠𝗣𝗛-𝟮 achieved average 𝟮𝟬.𝟴% (𝟰𝟵.𝟲 𝗹𝗯𝘀) weight loss at 𝟭𝟮 mg.➤ Placebo group lost 𝟰.𝟬% (𝟵.𝟯 𝗹𝗯𝘀) in 𝗧𝗥𝗜𝗨𝗠𝗣𝗛-𝟮.➤ 𝗔𝟭𝗖 declined by up to 𝟭.𝟲% from a 𝟳.𝟳% baseline.➤ 𝗧𝗥𝗜𝗨𝗠𝗣𝗛-𝟯 achieved average 𝟮𝟮.𝟲% (𝟱𝟱.𝟴 𝗹𝗯𝘀) weight loss at 𝟭𝟮 mg.➤ Retatrutide reduced triglycerides by 𝟯𝟳.𝟬%, non-HDL cholesterol by 𝟭𝟲.𝟱%.➤ Systolic blood pressure declined by an average of 𝟵.𝟯 mmHg.➤ 𝗠𝗔𝗖𝗘 analyses did not reach statistical significance as confidence intervals crossed 𝟭.𝟬.➤ Lilly plans to submit an 𝗙𝗗𝗔 Biologics License Application in 𝗤𝟭 𝟮𝟬𝟮𝟳.📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Novo Nordisk Sues Eli Lilly in U.S. Federal Court, Alleging Claim Under the Lanham Act, Court Records Show - $Novo Nordisk AS(NVO.US) $Eli Lilly(LLY.US)
