LLY

brock2063

Companies are literally curing cancer and still get their ass bombed. Just look at LLY, NVO, and PFE this year so far. Flat or down.

TheSeeker331

What are we thinking about $LLY earnings tomorrow?

7000series

LLY really limping into earnings tomorrow morning .. at this point it'll be feast or famine as I'm resigned to going down with the ship

No-Improvement3164

I thought LLY was into Memory or was that menopause

pink_ego_box

Wheat futures broke put yesterday. 100% increase in nitrogen fertilizers prices will do that. Last time we lost 5% of production wheat prices went 50% up. A lot of people are about to get hungry and a lot thinner and a bunch of governmens will eat the dirt (remember the Arab Spring?). Calls $WEAT puts on $LLY

pink_ego_box

Wheat futures broke put yesterday. 100% increase in nitrogen fertilizers will do that. Last time we lost 5% of production prices went 50% up. A lot of people are about to get hungry and a lot thinner. Calls $WEAT puts on $LLY

Namnikoo

nvo but no LLY? You can’t be serious here🤣

Educational_Serve735

U gotta split NVO with LLY

CokeyKoala

Yes you can give someone enough amphetamines to make a 300 pound 13 yr old fat boy sit still. Or you can just buy LLY and wonder why no one has any idea what you're talking about anymore

xSmeckleDorfedx

Put $META, Put $MSFT, and Put $LLY

Salt_Contract342

!banbet LLY 2w

Salt_Contract342

!banbet LLY to 900 in 15 days

Salt_Contract342

!banbet LLY to 900 by May 8

log1ck1717

LULU, and LLY are my worst plays this year so far, my god

UnObtainium17

Most recent ones was I added more LLY and MSFT. Early this year it was EMBJ, MELI and NFLX.

UnObtainium17

Sold a few MU and GOOGL, and moving a portion of profits to LLY. i'm a little concerned holding thru this round of earnings. It'll sit it as cash for now while keeping an eye for stocks the sold off after a great earnings.

Own-Boysenberry6177

Where is LLY?

Embarrassed-Sea-6078

What are people’s predictions for LLY before/after earnings? Is it more worth trying to buy in before the earnings or do we expect a big drop after?

poozyfloor

Back into LLY and NFLX it looks like.

Far-East-locker

# Healthcare (7 stocks)Equal-weight: +1.31% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**BSX**|Boston Scientific Corporation|$96.43|$59.95|\-37.83%|$135.00| |**CVS**|CVS Health|$77.04|$78.36|\+1.71%|$101.00| |**FOLD**|Amicus Therapeutics|$14.21|$14.49|\+1.97%|$19.00| |**LLY**|Eli Lilly & Company|$1074.69|$868.27|\-19.21%|$1150.00| |**RVMD**|Revolution Medicines|$80.58|$131.67|\+63.40%|$92.00| |**TMO**|Thermo Fisher Scientific|$575.13|$468.04|\-18.62%|$675.00| |**XENE**|Xenon Pharmaceuticals|$46.08|$54.26|\+17.75%|$60.00| |**Category Average**|—|—|**+1.31%**|—|

Far-East-locker

# Healthcare |**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**RVMD**|$82.10|$135.30|\+64.80%| |**FOLD**|$14.50|$18.20|\+25.52%| |**BSX**|$62.40|$75.10|\+20.35%| |**TMO**|$545.00|$592.40|\+8.70%| |**XENE**|$38.20|$45.60|\+19.37%| |**CVS**|$78.00|$77.94|\-0.08%| |**LLY**|$1,072.89|$868.27|\-19.07%| |**Category Average**|||**+17.08%**|

mattv911

No LLY picked NOVO? You truly regraded

grackychan

None of this matters, what matters is if Reta is classified as a biologic or not. If it is, LLY will be re-rated higher. If not, the growth story is more muted.

everySmell9000

Brilliant play on both sides. I do think that 50% of it should be NVO + LLY though. That said, I love me some Wendy's burger and a chocolate frosty.

Glass-Guess4125

Dont forget LLY

isospeedrix

"both sides" = NVO vs every other fast food? at least add in LLY though LLY is worth more than this entire list combined

AgStacking

where’s LLY?

SomewhereNo8378

LLY and NVO coming to trim the fat 

OilAny787

LLY was always the better pick, been calling trash since 120. If you wanna talk details dm me

Salt_Contract342

Calls on LLY for $925 EOW?

Salt_Contract342

Calls for LLY

Pure_Veterinarian374

Is LLY a buy before earnings?

mneymaker

anyone bought the LLY dip for earnings or meh?

Otherwise-Ad6670

Oh hell no, LLY about to tank, people would rather give up weight loss than sexy time especially if you in long term relationship ain’t no one trying to bag it for 3-6 months

InitiativeGlum2507

Can fat people stop buying LLY puts though

NicolaiOlesen

No sex on LLY pill. NVO bull case?

aspenextreme03

It’s just math and I was just talking about stocks. And mentioned LLY as OP said it was an expensive backup.

StockScannerApp

LLY still bleeding while everything else pumps, tough week for healthcare

cedrus_libani

This is a valid point, but I would point out that there are other options. The younger person who is willing and able to seek medical solutions for convenience might very well have an IUD. She might also just choose to ignore the warning and go about her business - as I understand it, the birth control interaction is not confirmed, but is possible and hasn't been ruled out. I suspect it will come down to cost and side effects. No current position in either LLY or NVO.

ai-moderator

#TLDR --- **Ticker:** NVO (Bearish on LLY) **Direction:** Up **Prognosis:** Long NVO Calls / Shares **Core Catalyst:** The desire to rawdog **Chief Friction Analysis:** LLY's weight loss pill requires 6 months of condoms for women on birth control, while Novo's doesn't. LLY is about to become the official sponsor of "sad-sausage-boyfriends."

log1ck1717

Holy god candle on LLY rn

Concept-Plastic

LLY is fuckin killin me

Concept-Plastic

LLY is fuckin killin me

Gristle__McThornbody

Patiently waiting like an alpha male to buy this dip on LLY.

selesnyaTroll

Alright so I'm up to a bunch of dips that I'm now eyeing up. AMTM, DE, some set of defense/aero names - GD/GE/TXT/NOX, dollar stores maybe DG/DLTR, LLY, and healthcare as well - THC/UHS. Gotta start picking between all these to slowly start adding positions lmao

selesnyaTroll

Been starting to eye up a few different sectors having dips. Defense/aerospace names like GD/TXT/GE/NOC. Dollar stores - DG/DLTR. Maybe even LLY. All having similar dips with DE.

Dave-The-Brave12

Tried scalping LLY puts, mmmmmgay

ThanklessWaterHeater

Yes. This describes our strategy exactly. We invest small amounts in a number of promising companies and hold forever. In the long term a few do spectacularly well, while most don’t. But the ones that succeed grow so much in the long term that the others don’t matter that much. We currently have positions in about 80 companies. After a few decades, four companies—LLY (1984), AAPL (2005), LRCX (2011) and ROST (1988) total more than $20mm, with another five or so over one million, about 50 that grew a little, and 10 or so stinkers. IMO, that’s what a successful strategy looks like.

cow_grass

Need LLY to die so NVO can livr

UnObtainium17

ngl kinda scary semis up this much. im just holding on because my average is way below from the top and money printing will not stop soon. I'd be worried buying this high up though.. but i guess some metrics say they still fair valued. I might sell a few to add more LLY. if you believe in GLP-3, this might be something to look at.

InitiativeGlum2507

LLY -4.5% sure why not

ManBearPig_1983

Is there anything more satisfying than scalping LLY every 3-4 months?

Memento_mori9608

LLY is killing my port today 😢

Pluth

Apparently LLY GLP-1 isn't that popular.

InitiativeGlum2507

Jesus Christ, LLY dipped 4% this morning. What in the absolute fuck

31andnotdone

LLY wants biologic status with the FDA for retatrutide so they get 12 years of regulatory exclusivity and compounding would be illegal. ✍️

Icy-Sheepherder-7595

I would say I had or have long term conviction in all of them, except LULU I bought that at the recommendation of a friend who works in IB so thought he couldn't be wrong. I actually did see it go over $400 at one point but since then it just keeps going lower. NVO I still have conviction in, I've seen how well GLP-1 works and that obesity is one of the biggest health issues in the U.S. however I also know LLY has the home field advantage, but still believe the Ozempic brand name has value. MSFT and UNH pretty self explanatory, bought them low and will be forever holds (the shares of UNH I offloaded as I wanted to lower my risk and felt o may have bought them too high, $245 is a price I don't think we'll ever see again but who knows it got close a month ago). ADBE I liked as they keep growing revenue despite the SaaSpocalypse narrative and they are a strong legacy company I feel but again I can't predict the future of this stuff so who knows what AI will do to it. MELI I liked for the Mercado Pago system they have implemented in societies that are still cash reliant where many people don't have traditional bank accounts, and the fact that they are fending off Amazon's e-commerce growth in Latin America, I liked them as a hedge against the U.S. market but they seem more affected by it than I realized. META just makes a ton of money and I bought the dip, don't know if I want to hold them long term as it's really all ad revenue and they don't really provide anything of use to the world beside data centers now I guess. FXAIX and VTI are my index fund/ETF holdings. Hope that answers your question. Thanks for reading

necarpenter417

VM what does it look like for LLY earnings?

necarpenter417

VM why is LLY getting killed lately

the_mind_goblin1

every time i look at LLY and its below 900 i say "i'm buying the dip this time" but then I don't and the next time I look its rocketed back up above 900

Costco_Whoresale

**Newbie Portfolio - Any Thoughts?** Hey all - relatively new to actively investing and wanted to reach out as this sub has been super helpful. For context, I'm 25 y/o with a separate 401(k) and IRA (both Roth), and am trying to diversify with a taxable brokerage account. I've created the below allocation for my portfolio, which I hope to grow, contribute, and hold for the next 30-40 years, along with maxing out my IRA/401(k) Realize that it's pretty tech-weighted, but I'm also hoping to be more aggressive, as I have my Roth accounts working for me separately... Would really love any advice or changes that you guys would recommend, as this is all pretty new to me. Thanks so much in advance VXUS 25% QQQM 15% VXF 15% VHT 10% XLE 5% META 5% NVDA 5% AMZN 5% GOOGL 5% TSM 5% LLY 5%

Xzlk

So much of my account is in LLY

7000series

Dip on LLY ahead of earnings in coming weeks seems like a gift. GLP-1s via One Medical/Amazon seems overblown.

Far-East-locker

All of you might thin why it sudden drop, but for me this is great news The drop is due to the news that Amazon is selling GLP-1 drugs. Basically, any telehealth company that sells GLP-1 is down. However, strangely, NVO and LLY are down as well. Back to the topic: if HIMS is not affected by the news, that means the market believes HIMS doesn’t need to rely on diet-drug revenue. We are totally priced in, even if HIMS is selling fewer and fewer diet pills. Which is great, because I thought the next earnings report would see a pullback because of dropping diet-pill revenue. But the market no longer thinks that’s an issue and is instead focusing on the future of the other product lines, overseas markets, and peptides.

iMakeGOODinvestmemts

𝐔𝐏𝐃𝐀𝐓𝐄: $AMZN Amazon One Medical Launches GLP-1 Weight Management Program - $LLY $NVO $HIMS 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Amazon launches integrated 𝐆𝐋𝐏-𝟏 weight management program nationwide. ➤ Combines 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐜𝐚𝐫𝐞, pharmacy, and virtual services.

iMakeGOODinvestmemts

𝐔𝐏𝐃𝐀𝐓𝐄: $AMZN Amazon One Medical Launches GLP-1 Weight Management Program - $LLY $NVO $HIMS 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Amazon launches integrated 𝐆𝐋𝐏-𝟏 weight management program nationwide. ➤ Combines 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐜𝐚𝐫𝐞, pharmacy, and virtual services.

iMakeGOODinvestmemts

𝐔𝐏𝐃𝐀𝐓𝐄: $AMZN Amazon One Medical Launches GLP-1 Weight Management Program - $LLY $NVO $HIMS 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Amazon launches integrated 𝐆𝐋𝐏-𝟏 weight management program nationwide. ➤ Combines 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐜𝐚𝐫𝐞, pharmacy, and virtual services.

Hellmale

People are not interested in Psychedelics anymore?😆 I thing after 🥭 signed executive order , CMPS, HELP, GHRS are mooning . The question is “ can they compete with ABBV or LLY?”

Practical-Art-3051

I hear you on this and you're correct on the financials, but it's not the right way to look at a startup in biopharm. This bet isn't about the financials and trajectory of the standalone company as it's a drug development play. It's a binary event outcome. The ideal outcome is an acquisition by LLY or PFE with a share price around $24 based on similar drugs, TAM, and test trial efficacy. They also have a significant amount of patents that make them a good acquisition target. There is no play here in terms of them turning profitable on their own. This goes to zero if their trail data comes back bad, or $20-40/share in the next 6 months via acquisition.

InitiativeGlum2507

After this M&A Spree, LLY is going to stock split

Soffatjockis

Calls on LLY and novo?

twostroke1

Calls on LLY.

trsx5

Man i hope they split $LLY. This shit trades WAYYYY too thin for this large of a company

trsx5

$LLY should stock split and see 100% gains again

Dependent-Lab2429

SEMA is absolute garbage! The worst GLP1 out there. Reta is the future and LLY will have the monopoly on it. It also works for addiction issues and doesn’t eat your muscle mass Ozempic (I.e. SEMA). Retatrutide will be outperform every single weigh-loss solution out there and LLY will at least grow another 50% in the coming years once it’s released.

Xzlk

LLY is so handcuffed by this idea that a pharma company being worth this much doesn’t make sense. It just isn’t that simple anymore. I can’t stop buying.

deertracker2022

Why is LLY such a douche, can somebody who does TA tell me it's coiled to spring up or some such

RedditExecutiveAdmin

we all joke but AI is genuinely adding real productivity. i genuinely think stocks soar in situations like these because even institutional investors can't price it in very well. It's not even arguable that AI is powerfully augmenting some of the biggest companies in the world, especially ones that can digitally scale with AI, and ones that can't just take longer with analog implementation, like on a robot or tractor Protein folding and drug manufacturing (LLY up ~25% over last year), HALO stocks (caterpillar--i missed all these, but they're all *very* optimistically priced in), and probably materials synthesis soon enough. These companies might literally keep their P/E's way up there. then you got shit like this, OpenAI, allbirds (which, i imagine is the cause of this joke), people just making VSCode forks with just ChatGPT or Claude and slapping different UI on top of it. I really think its genuinely hard for a lot of investors, retail and institutional, to actually know what a good "AI buy" will be, because that shit really works--for some use cases

trsx5

$LLY option spreads are horrible wtf

log1ck1717

My SL triggered and sold my LLY at a loss at 900, fml

Flat-Focus7966

LLY LEAPs looking promising....

Sjgreen

!banbet LLY 940 2d

trsx5

Healthcare is the next sector to take the AI boom train, dont miss it! Lots of catalysts for $HIMS $NVO $LLY $JNJ $CURE

-Ophidian-

Anyone know why LLY is dumping?

log1ck1717

Wtf happened to LLY today?

the_mind_goblin1

LLY really pumped to infinity selling peptides you can buy from china for pennies LMAO

greenpride32

I've been in the markets for over 25 years. In my early years, I'd think similar to you and fear my paper gains could evaporate because stock prices do go up and down, a lot. But after some time, I started to realize the same names that always drew my interest kept going up over time. I might a stake here, sell for profit, and buy in later at a higher entry. Point is, if you pick winners, they'll keep going up over time. Look at the long term charts for NVDA AMZN MSFT NFLX GOOGL V WMT LLY COST MA - 100% is nothing. So I'm not sure how deeply you research your stocks or if you just follow hot trends. But if you really want to grow net worth, you want to find "forever" stocks - stocks that consistently increase revenue/profit/distributions over time and have some strong barriers to entry. Of course you also need to keep tracking the stocks in case outlook changes and you may need to liquidate. One way gives you some extra spending cash, other way has potentially life changing gains. TBH - you can just use the index to get 10%/year and double the value roughly every 7 years. When you buy individual stocks, you buy them to hit home runs above the 10%.

claytondpark

I simply do not understand what gives SpaceX a $2T valuation. When u look at all the cos that have $1T+ valuations they have mass market products: the mag 7, avgo, tsmc, tsla, Walmart and not quite but close enough LLY. SpaceX is basically a gov contractor svc for launches and has Starlink which is just a diff form of att/TMobile. How many rockets can u possibly launch or how many cell phones can u link? Computers, cars, cellphones, ads, pills, etc have to be replaced/upgraded time over time...

dvdmovie1

I've owned LLY for 4 years now and am not selling or adding but it's not a bad deal in the $800's which you might get tomorrow. NVO's not a bad deal in the mid $30's but might require a meaningful amount of patience. Would definitely not own UNH.

Professional_Monkeys

You have to think not in terms of being for NVO, but also of being against LLY. I wouldn't bet against LLY

IceAcceptable2971

LLY is my #1 position. I'm holding forever unless fundamentals change.

EastSurreyAlliance

Hi all, I’m currently looking to add either LLY or UNH to my portfolio - to cover my exposure to healthcare. I wanted to get your thoughts on either - do you own one or both? Anything you like with either play? Either would be a longer term hold as opposed to trading it short term. Thanks. Time of posting - LLY $939.03 UNH $304.55

5bluetanner

I hold NVO, but this should be expected, healthcare is beat down, politically and financially, legislation is bound to change and all the pricing of healthcare companies is uncertain. NVO provides a solid product, but LLY offers a better one, they are also pioneers of the market, who’s to say another company doesn’t come along within 3-10 years and provide a better product to take the NO2 spot. Also in terms of pharmacy formulary, you can get zeppbound bound for the same cost on tier 3. 2026 guidance is also extremely rough, decreasing rev and tighter margins. It makes sense, but I do think they have a solid product, but it may take until 2027-2028 to see the returns, and they may be small.

More-Distribution-13

Like others have said, when retatrutide hits the market LLY is going to steam roll the competition. Nothing compares to retatrutide! I've used about every drug on the planet during my bodybuilding years and nothing compares to retatrutide.

Necessary_Chard_3873

Because it’s not LLY

frommethodtomadness

They're a good example of why when you have an A grade stock (LLY) and a cheaper B grade stock (NVO), just buy the A stock.

stickman07738

**DId not say anything about timing the market.** My strategy works for me. You many not like it but here it is For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30), META ($19), AMD ($2), GE ($6), LLY ($60), BRK.B ($101). HON is my largest individual holding in the high 6-figures today. For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). My most recent addition to my hold and forget portfolio is INTC. - I loaded up on it in the $18-19 range because it assets were greater than it stock value. Slow and steady wins the race. Avoid FOMO and YOLO. Good Luck

ggthrowaway1081

LLY afaik

listenheredammit

LLY would like a word

matazabubu

at worst it is a 5% divvie stock, at best you make a 2x in a year or two. not wsb material but good enough for me, I loaded around $40. i don't care how better LLY is, or how much cheaper generics are.