Reddit Posts
Does deep ITM options near expiration lose liquidity frequently?
COVID rampage likely shrank China's population again in 2023
Reminder that if you are a PTON, NVO, or LLY bull you have a duty as a shareholder to demotivate all the new people at the gym
$KO outperforms half of the Mag 7 in 2024 because of $NVO and $LLY
Was very bullish on PNT. Yet the stock fell 11% after not bad news about the trial.
Will the Eli Lilly buyout of Point Biopharma actually go through???
Microcap Offers Unique Opportunity for Investors In $10 Billion SCI Industry (TSXV: NRX, FSE: J90, NRX.V)
How the big boys (may or may not) alter CPI
Mounjaro is more effective than Ozempic for weight loss in overweight and obese adults, real-world study says
Extremely bullish for $LLY as their drugs will literally solve obesity based pay disparity- lmfao what an article. Thank you Economist
Since December 22, 2015, Jim Cramer was always bullish on Eli Lilly (closed at $73.39 div-adjusted). Today, the stock is trading at $591.71
$LLY yolo update - I’m still holding and loving the LLY bears. Today was a swing from down $7K to up $7K
Why wouldn't you invest a large amount of money into Pfizer right now and ride it out for a few years?
Novo Nordisk Semaglutide/cardiovascular outcomes SELECT Trial Results (NVO + see also LLY)
LLY yolo update - over $200K in shares
Eli Lilly $LLY weight loss drug still needs a green-signal
Zepbound (tirzepatide) by LLY approved by FDA for weight loss.
Can someone please explain LLY business model?
Highly shorted biotech stocks like BEAM and DNA (Ginkgo Bioworks) getting squeezed right now
beat Cathie Wood at her own agme (kinda) crispr time is ripe folks
beat Cathie Wood at her own agme (kinda) crispr time is ripe folks
beat Cathie Wood at her own agme (kinda) crispr time is ripe folks
VERVE therepeutics potential for the next boom boom?
7 Diabetes and Weight Loss Drug Stocks With Big Potential
Wall Street hikes forecasts for anti-obesity drug sales to $100B and beyond.
Do brokers normally close options with market orders?
600p LLY…some dude said this was the next play
“Stocks don’t go up in a straight line” boomers have no clue how the new markets work.
Over $10K in gains thanks to the big homies using LLY to get skinny … thanks biggies!
NVO YOLO update - 21k to 70k. I sold some NVO and bought some LLY, details inside
LLY would be a good a idea to short LLY
What happened to Gilead, comparing to Eli LYLY
CDC: New Variant BA.2.86 More Capable of Causing Infection In Those Previously Vaccinated or Infected
LLY 1/24 calls. Does the stock chart suggest a double top?
Eli Lilly’s $LLY Alzheimer’s Drug Shows Promise in Latest Trial
Is there any benefit in investing In both Index ETF’s and individual stocks?
Is there any benefit in investing In both Index ETF’s and individual stocks?
Is there any benefit in investing In both Index ETF’s and individual stocks?
What are your thoughts about Weight Watchers (WW)? I prescribe weight loss medications, and they are very good. WW could be primed.
Rebalancing Dilemma: Should I Adjust My Portfolio Now?
People are so obsessed about Cramer's HD play, but it is up 1.5% since his recommendation!
Seelos Therapeuticsl (NASDAQ: SEEL) SLS-009 has the potential to be a product-in-a-pipeline
Seelos Therapeuticsl (NASDAQ: SEEL) SLS-009 has the potential to be a product-in-a-pipeline
Seelos Therapeuticsl (NASDAQ: SEEL) SLS-009 has the potential to be a product-in-a-pipeline
Seelos Therapeuticsl (NASDAQ: SEEL) SLS-009 has the potential to be a product-in-a-pipeline
🚀 YTD returns of 12.46% with Portfolio Visualizer, WSB! Let's Goooo! 🌙
TDOC, LLY, ROKU and CMCSA rises on earnings; DBX falls on layoffs; LUV, CAT and BMY slides
Lilly stock obesity therapy shows ~16% weight loss (NYSE:LLY)
What do you guys think about the high PEs of pharmaceuticals like NVO and LLY?
2023-04-21 Wrinkle Brain Plays - In the style of Madame Zeroni
Technical Trade Radar: April 10 - 14 (FDX, GIS, ICE, ORCL, CAH, LLY, PEP)
Kindly help me narrow down my healthcare stock picks (info in description)
California to produce state-label low-cost insulin (NYSE:LLY)
LLY stock upgraded at Wells Fargo citing opportunity after weakness (NYSE:LLY)
Mentions
Trade a further expiration than March. Question, is 9 dollars really significant though? Three days ago LLY opened at 1083 and closed at 1038 today. The 1040 straddle closed at 32.33 for next week's expiration. Also, if you're entire thesis is based on direction and you don't want to deal with theta decay or vol, just trade the underlying and don't mess with options?
I keep wondering if I should close my calls that have higher theta over long weekends... or not... for example, LLY calls with a theta of .283, it's basically $28 a day so $84 to hold over a 3 day weekend per contract, which is about an 8% loss to the contract's P/L, so the underlying needs to move up $7 just to break even from current value... It seems like closing and re-opening Tuesday morning saves money on options with higher theta LLY, AVAV, GEV are three I have with theta high enough that a 3 day weekend ends up costing more than a weekend in Vegas, and without the benefit of free drinks...
I keep wondering if I should close my calls that have higher theta over long weekends... or not... for example, LLY calls with a theta of .283, it's basically $28 a day so $84 to hold over a 3 day weekend per contract, which is about an 8% loss to the contract's P/L, so the underlying needs to move up $7 just to break even from current value... It seems like closing and re-opening Tuesday morning saves money on options with higher theta LLY, AVAV, GEV are three I have with theta high enough that a 3 day weekend ends up costing more than a weekend in Vegas, and without the benefit of free drinks...
I was thinking about locking in a lower price on LLY now before it pops in April.
Puts on LLY till March for new glp 1 FDA approval
Some of these are value traps imo, but I think there's also a patience issue when you go full port "cheap stocks" in a market like this rather than having it be a part of a portfolio. It's rare that I see people that have some exposure to value and some to growth - people seem to have to be in one tribe or the other and when they go fully into one tribe they often talk down the other. In 2023, people on here were incessantly pumping PYPL because it was "cheap" and NVDA had "gone up too much." We all know what NVDA did since, while PYPL has gone largely nowhere. All the discussions in 2023 how people should buy PFE instead of LLY because it was "cheap and had an obesity drug too." A couple of years later, PFE is below where it was and the obesity drug in question was a failure. People keep treating something like PYPL as if the fintech theme is what it was 4-5 years ago. People keep talking up PYPL down 76% in 5 years and the company formerly known as Square is down 70% in the same time frame. Not saying these aren't optically inexpensive but when both names have done absymally during a fantastic period for growth, I think what I don't agree with are these unbalanced takes that "everything is great with this company and nobody gets it." At some point this may attract a bit more attention if people turn towards value, but after three years of hearing about how cheap this is on here isn't there a point where people think maybe this is cheap for a reason? "Adobe, Forward PE of 13 and everyone uses it (also most likely to integrate AI, likely hug rally on that)" It is argubly cheap but that's not a thesis and you don't address the concerns that have gotten it to the point it is. How many other AI image generation tools are out there now? If ADBE sells seat based software to an ad agency and there's less need for as many people to do the same tasks because of AI, what happens to something like ADBE? Lately it's gone beyond ADBE and a lot of software names have struggled in recent months, too.
I'm still trading added more Reddit, alab,oklo, LLY and HOOD
What money?! LLY dipped fucking hard today. Haha
I bought $94K in LLY calls.... Yesterday. AMA
Hey LLY thanks for making my wallet skinny!!! FUCKING POS
LLY please go back to 1130 you looked SO sexy up there babe
Dip on LLY ahead of earnings in a few weeks is a gift
No it’s cool LLY, I HATE money!
Fucking LLY man what the actual fuck
**Key Metrics (GLP-1 Leaders)** | Metric | NVO | LLY | |:--|:--|:--| | Market Cap | $1,695B | $955B | | ROE | **77.9%** | 102.3% | | ROA | **23.0%** | 16.0% | | EV/EBITDA | **11.5x** | 39.1x | **Income Statement (TTM)** | Metric | NVO | LLY | |:--|:--|:--| | Revenue | $315.6B | $59.4B | | Op Income | $132.7B | $26.1B | | Gross Margin | 82.0% | 83.0% | | Op Margin | **42.0%** | **43.9%** | **Cash Flow (TTM)** | Metric | NVO | LLY | |:--|:--|:--| | Operating CF | $123.8B | $16.1B | | Free Cash Flow | **$62.7B** | $9.0B | NVO vs LLY comes down to valuation: - **NVO:** 11.5x EV/EBITDA, $62.7B FCF, 42% op margin - **LLY:** 39.1x EV/EBITDA, $9.0B FCF, 44% op margin LLY trades at 3.4x NVO's multiple despite similar margins. NVO's recent drop (oral GLP-1 concerns) created a valuation gap. **OZEM ETF** dilutes exposure across the value chain. If you're bullish GLP-1, concentrated positions in NVO (cheaper) or LLY (momentum) outperform diversified ETF. OZEM makes sense only if you can't pick between them.
I like AFRM, SHOP, Googl, LLY, CAT, NVDA, ONON. There’s more but I like adding to these on pullbacks.
It’s probably worth holding, but they have some governance issues to work out and LLY has pills coming out soon enough. I held it for a bit but cut my losses to invest elsewhere. The governance issues are why I said fuck it and took the loss.
LLY better. VKTX pushing through p3 trials but also better. I’m taint deep in VKTX for the upside but if I had to hold an established company it’s LLY all day.
Calls on LLY and NVO, this person is the target demographic.
Bought $94K in LLY calls today. I'm going to get rich!! 🤑
Idk from a product standpoint LLY is better and VKTX has a better pipeline. NVO kinda 💩 but they might buy something useful
I mean, it's probably a dumb idea, but, so far I've managed to miss out on basically everything, so maybe I should do the WSB thing. Sold my GOOGL 185C at a loss in Q3. Sold my LLY 730C at a loss in Q3. Sold my B Sept'26 35C for a 50% gain (where they'd now be like, 1500% 🫠
What the fuck is LLY doing?? 50 hims clones selling compound oral GLPs even though it’s illegal as the shortage is long over? Eli get your lawyers working 24/7 or see your r&d stolen
$ACRV tied up with $LLY. Heavy institutional ownership. All good news. Heavily shorted and beaten down this week. Looks to be heading up to $2.30 50dMA - $3+
Hey LLY have you considered moving at all?
LLY what the fuck dude. Fucking tease
Literally last week I was looking at BioTech AI stocks and I did some research on LLY and wanted to buy some shares. The fcking price is $1k a share and I was upset and only picked up a minor amount of shares.
They are fighting NVO and LLY imho
Some of your points don’t hold up. 1. There are already regulations in place. Companies have to conduct rigorous clinical trials and present their data to the FDA for them to review and approve the drug before they can release it into the market. 2. NVO and LLY is already suing multiple compounding pharmacy for their abuse of an order/law from COVID time which allowed them to compound those GLP 1 drugs. Maybe that’s why you don’t see an ad about compounded GLP1 drugs anymore. 3. GLP1 drugs are never going to go away unless people around the world suddenly got skinny and healthy, as these drugs also are beneficial in patients who have lower kidney and cardio function.
Got on zepbound. Realized how awesome it was and immediately bought LLY leaps.
Do it! I need my LLY leaps to print!
It’s not that easy to enter the new market, firstly the company they bought the drug still in trial ages to FDA approval, 2ndly, even it does work, by 2029, the weight loss drug from LLY/NVO will be really cheap due to scale, it’s hard to take market share
This one’s free for you - LLY is going to SMASH earnings
You all can thank me later for this one. $LLY oral pill not getting approved by March.
Googl and Rddt are my biggest conviction plays for 2026 and beyond. Runner ups are LLY, HOOD and RKLB
Wow I wasn’t even aware of that! I’m probably better off just getting LLY and NVO, than in my opinion.
LLY is 16% NVO is 20% 74% of the stock value in the ETF is invested in companies that have no GLP-1 sales, but might some day.
Going all in on LLY. They have retatrutide in the pipeline and as of the last update in their clinical trial one of the biggest reasons people dropped out is losing too much weight. It's also a triple agonist (with semaglutide being a single agonist and tirzepatide being a double agonist) and has shown to have positive effects for fatty liver and other organ protective benefits. There's people participating in retatrutide clinical trials posting on reddit and they have nothing but positive things to say. Considering getting out of gold and silver to add to my position in ELY.
P/E isn't everything, but NVO is a lot cheaper than LLY by that metric.
I did some good LLY 0dte and some 1/30’s. Made a cool grand off them before it dropped
Whoever bought my LLY 1,100 calls at peak, enjoy those bags, regard 😂🤡🫵🏽
Thank you NVDA, thank you LLY. Ya boi is done for the day :)
I’ll entry at 108 today for 0DTE 110c for a rebound if not I’m looking at AAPL $260 and LLY $1100c
I use stop-limit orders to "lock in" profits on appreciated positions, and as "oh crap" safeguards if I was completely wrong, or if a Trumpfuck happens. In both cases. the stop is well below the current option price; if the option gets to my stop, something bad has happened, and I want to close the position. For example, my March QBTS 19 calls are up $3 from where I bought them; my stop-limit will preserve $2 of that if it continues to drop like it did today. Yes, options are too volatile to try to use stops to preserve pennies. Or dollars on something that jumps all over the place, like LLY, which has seen a swing of $80 just this week.
lol exactly! I’m not big in the bio tech stocks, but I have family that works at IMRX , so I got in around $1.50. I mentioned it before their LLY partnership on here when it was like $1.50. Unfortunately with the data that came out yesterday, only 3 people in the company can see the results , that way there’s no insider trading. So my relative wasn’t able to see the data ahead of time unfortunately. It will climb back up again. They have no debt and a fat pile of $240m cash
it’s tempting but it feels like the big money is in UNH, LLY, and NVO
Can someone check on LLY cause goddamn
If you bought LLY at the top this morning raise your hand for some vaseline 🥺🫵🏽🤡
Sold LLY and GOOG at the top. +3K day, I’m out! See you all tomorrow (see you in 5 minutes) 🤪
Thanks LLY!!! Making people skinny and making my wallet FAT!!!
Wow LLY it’s so cute how you just take a deep long nap every day. No no it’s ok don’t get up! I’ll let the theta decay take all my money 😍
Based on novos latest trial? That was done on 90% woman, of which 85% were white? Thats probably fair when lly their latest trial was split across way more evenly across body genders and multiple races too. Lets not even get into the topic that novos pill only works fasted (LLY works all fasted and non fasted) and is more expensive to produce. The reality is that theres upside and downsides to both, but LLY will come out ahead cause their products in the pipeline perform better (retatrutide and others). Short term price performance might be better cause novo got beaten down hard value wise, but they are far from ‘ahead’.
Should I be LLY’s test pig for Reta? How the fuck am I 280lbs right meow. Gotta cut back on the ice cream
LLY calls at open, steak for dinner 😋
LLY's zepbound/mounjaro and retatrutide are probably already the end game for effectiveness of these drugs. Viking's dual antagonist is supposedly faster than ZB, but superfast weight loss isn't always desirable: it causes saggy skin, ozempic face, and gallstones. The public may or may not agree with that last statement. The front that they are going to compete on is delivery and side effects. ZB is eating Ozempic's lunch b/c the side effects are more tolerable. I predict orfo will take much of the oral wegovy market b/c it is easier to take. There will be room for both individuals tolerate drugs differently, so individuals will start with, say, orfo and then try oral wegovy if they don't hit their target weight or ORFO makes them too sick.
Also, if you hold a variety of companies, over the long term the top three can change. Ten years ago my top three were AAPL, BDX and ROST, while I had smaller holdings of LLY, LRCX and MU. Those last three have recently grown to eclipse the others, and are now my top holdings.
Holding my LLY calls into tomorrow. Wish me luck!
LLY’s oral is inferior to Novo’s in terms of efficacy, and it has worse side effects. Everyone keeps talking about how you can’t eat for 30 minutes while taking Wegovy tablets but are forgetting that’s how most tablet medications work anyway. People are used to that. My wife has thyroid disease and has to fast with her medication for 30 mins as well. It’s really not that big of a deal especially if the person taking the Wegovy tablet already has a comorbidity that makes them have to fast anyway.
Remember LLY will have their pill out by mid-year. NVO may be a good long term hold, but I'm still Very glad I got out >$130 for a slim gain.
LLY pumping hard because everyone already gave up on their New Year’s resolution to go to the gym and lose weight the normal way?
10-1 LLY stock split. Is what I expect.
LLY listen, I'm sorry I didn't sell at 10am, please go back and I'll sell i swear, I learned my lesson
Goddammit LLY go back PLEASE 😭😭😭
LLY hit 1,017 and was like ok I’m tired time to nap
LLY pls…pls go back up. I won’t get greedy again I promise. Pls
Guys if I are buying LLY now, just becareful I’ve been holding for a little over a month. 1040 and 1070 sooo just buy shares and wait for the split?
I bought more LFMD today. My company hired ONDS so i learned about them because they used drones to inspect our equipment. I was interested in space stuff and I spend about 2 hours per day researching, so I found those. ASTS had their office next door to our business in west Texas , so I met a few of the technicians there, and they took me in a walkthrough when the stock price was like $3. I never expected it to run this high, but I bought a good chunk of shares the day they let me come walk in their shop. RKLB I bought because I thought it would be huge as the future went on. I didn’t expect it to grow this fast though. IMRX I have family that works there so I knew about the LLY partnership. I mentioned it on Reddit when it was $1.50. Then it ran to $9. I’ve been mentioning IMRX on Reddit the past week, and it’s up huge today for their OS readout . I like to get in and accumulate shares of good companies a few months before they take off. Sometimes it’s faster than I expected, and sometimes it’s slower . My real estate play (BLNE) might take a bit longer to take off, due to economic reasons. But I’m confident in it for later this summer
LLY infinite money cheat code engaged.
TSLA puts have been buying us lunch, LLY just bought me dinner. MU is gonna get me a new house.
My LLY calls printed 2 day before expiration!! Thank you god
did LLY cure cancer holy fuck
Mother of God. LLY $1110
NVOs managements just pissing me off if they can capitalise on this early mover advantage they have and lock people in with cheap pill/injections before LLY comes out with theirs in a few months it might not be too bad, also i might exit at like 60-65 too stressful
NVO or LLY? NVO has the better momentum right now but once LLY releases their oral version I feel the momentum will shift
LLY recovered from a down day. Higher highs coming.
Aint that the truth. Lost unrealised $178k during NVDA & LLY initial bull run all because I didn't want to take profit. Didn't think Israel bombing Palestine would fuck all my calls
Solid take, If LLY is circling VTYX, that’s not random
I’ll buy you a cure for jealousy and bitterness if they make one too - Calls on $LLY
Excluding ETFs, my picks to hold for 20 years would be: GOOGL, JPM, LLY, WMT, XOM.
Most don't understand the nuances of this. First, NVO's pill is only $149 for the low dose; a largely ineffective dose. That's aside from the fact the pill itself, is not nearly as effective as the shots, and are less tolerable. We already see a significant number of discontinuations in the shots after a year; the pill will be even worse considering it's even less tolerable (and less effective). Second, this will not be a long-term solution for NVO. Their pipeline is very weak and they we have seen what happens when a better option becomes available on the market (see LLY slowly taking over the market share despite NVO first mover status for the shots). NVO is lucky LLY's pill is also very underwhelming (if not more), but they won't dominate the burgeoning oral market and they'll be completely overshadowed when VKTX hits the market in a few years with a dual agonist pill that is much more effective and tolerable. Imo, NVO badly needs to acquire a company to bolster its future obesity pipeline because this race to the bottom with a product that will be soon be overshadowed will not keep it relevant for too long.
No man they dropped their guidance and acknowledged that LLY was taking significant market share