LLY

powerboner

LLY to 2000 tomorrow thank you

BNA-mod

TSM and ASML all day everyday. All they do is collect profits from chip biz. Nobody gets chips without these two. GOOGL is a value buy at this price. PE ~28? Forget about it. Thank me in 24 months when it’s 🚀 SOFI was better last week but I do think it will continue to rise back into the mid 20’s. LLY under $1020 will pay well as an investment. Bought the unreasonable dip in APP. This will be $700-750 by EOY. On fundamentals, you should buy PICS. Corporate buyers are going to buy every dip because it’s basically PayPal for So. America. $25 near term and $60 within 2-3 years. PDI for the dividends. IBM under $300 is a given.

zitrored

Biomedical and pharma companies. LLY?

IceAcceptable2971

LLY

Michael_Crichton

Why are you more confident in NOVO over LLY? Simply the low price or do you have a business advantage that NOVO has over LLY?

Crazy_Donkies

LLY has entered the chat.  Inflation has entered the chat.  

powerboner

Hey LLY. Wtf dude?

PushAble2463

Breaking: LLY and NVO are now working together on a cure for bone spurs. America retreats from Iran, war’s over very abruptly.

LiterallyTestudo

I started tirzepatide in January of 2023 and bought a bunch of LLY stock in March 2023 when they were at about $400. I wish I had bought more :/

OpeDefinitely

60% of iranians are overweight you dumb fuck. long LLY.

MeYouThemEveryone

Hmm.. with all this talk of wanting to avoid getting drafted and the generalisation of Americans being fat, I can see less people wanting to buy GLP-1 medication so they can avoid the risk of being drafted, so I should short LLY. Then calls on LLY after the draft as women look for new boyfriends and husbands.

defnotjec

Yes ... I'm short IVW, covered put now ADBE, Raw naked calls Diagonalized LLY ... I was short make calls above ~1150 ish ... The breakdown towards $1000 I added long calls in June to reduce (flip) my short delta. I'm now net long delta there. What should you consider? What's your thesis? I hate ADBE and it's entire SaaS model so fuck them I'm short calls until they make me pay ... That's prob not you. I'm net long LLY, But 1150 was too high for where it was and cagrisema was coming from NVO.. I like glp-1s. I don't think nutrition is going to improve. I don't think affordability is going to improve in near term. This I think demand is high for this still. What's your goal? Is it just short delta? Or you just want more premium? If it's the latter... Don't.

BuySlySellSlow

A little more than double up... 🤔 LLY calls.

Glittering_rolex_420

Hope it hits, I wouldn’t do it. I only like LLY

FUBOSOFI

Why the fuck would LLY buy a garbage, inferior company with no pipeline? Retarded

Lundhlol

There are two things wrong with a blanket statement like this: 1. The two studies compared are not the same, so you cannot compare the numbers equally. LLY's 25.5% were not open bottle, but NN's was. So users may stop taking the drug as they are told what drug they are taking. 2. LLY themselves have stated that the 25.5% is overblown, and is not achievable in vast, vast majority of cases. I am definitely looking for follow ups on these studies.

Cav829

I respect how long LLY has fought to hold onto that nice $1000 level. It's the psychological thing of if it falls, I think everyone's bracing themselves for a revisit of low $800s.

Spiritual-Seesaw-742

Literally called it when I told some dude to buy LLY puts, I'm up 3k now lol

Adept-Bet-2420

Well half of their pipe went to shit because their own study failed to prove that their upcoming product beats LLY:s current market leader. So that means they will just fight with price - and that'll mean their coming earnings will probably shit through 2026 and 2027. Not a bad company, but LLY has just been better

Additional-Sand-843

NVO's oral treatment is more effective (not sure about price comparison), but I also sadly don't have the capital for LLY quite yet. If I did, I probably would be in LLY.

throwaway9gk0k4k569

NVO is down so hard it's taking LLY with it. I would not be surprised to see LLY start to slide in the coming days due to the price cuts NVO announced. It's now a price war and the people who are cheering LLY just realized that kicking NVO down so hard that they start to go nuclear with pricing was a bad idea.

sport912x

Sure, Tastytrade mechanics is based off the idea of Selling Strangles , Calls and Puts at the 15-20 delta on both sides . That said will your broker even let you sell naked options. Tasty lets everyone , most are pretty strict. Also you do realize that App shot up 28 pts today from 395 at the open to a 421 close. LLY is even worse trading at 1029. Neither one seems a good candidate for Naked anything. A naked Call in App at a 20 delta is 21k at Tasty. Also neither seems to be great trading for options, the bid/ask seem kinda wide. A naked Spy strangle is more like 10k and less at brokers like Schwab. So unless your margin acct is over 100k does not sound doable. Meantime try out some tasty vids, they have 100's . [http://ontt.tv/2dMq2De](http://ontt.tv/2dMq2De) Portfolio Allocation for Strangles: Part 2 Oct 3, 2016 [http://ontt.tv/2dDMvVk](http://ontt.tv/2dDMvVk) Portfolio Allocation for Strangles (Part 3) Oct 10, 2016 [http://ontt.tv/29UTPKb](http://ontt.tv/29UTPKb) Allocating Capital For Strangles Jul 18, 2016

SuperGoodRookies

Every person I know, myself included, that has taken semaglutide has had some nasty side effects. Especially as you progress to the higher doses. Tirzepatide, while still having side effects, doesn’t have the worst ones that are present in semaglutide. I pay $30 more a month to get compounded tirzepatide than semaglutide would cost, and it’s worth every penny. LLY’s retatrutide is going to blow both drugs out of the water. It’s a triple agonist (GLP-1/GIP/Glucagon) in late stage 3 trials, expected to be commercially available late 2026 or early 2027. While NVO does have a triple agonist (UBT251) in its pipeline, it’s much earlier in development, and early results show nowhere near the effectiveness of retatrutide. The only real competition in the triple agonist race, at this point, is HM15211, developed by Korea’s Hanmi Pharmaceutical. But that drug is in Phase 2, just like NVO’s UBT251. So, it’s realistically 3 years away from being commercially available. Retatrutide concluded Phase 2 in June 2023, just for reference. The addition of a glucagon receptor agonist is a game changer. It promotes the breakdown of stored fat and increases energy expenditure (fat burn). The huge benefit is that you maintain more muscle mass as you lose weight. A huge issue for GLP users has been muscle loss, since your body uses whatever is the most readily available source of energy, which includes breaking down muscle alongside fat stores. Glucagon agonists help with that problem, providing more fat stores to use instead of muscle. LLY is going to have years of being the only company to offer this kind of drug (unless you want to chance going to the grey market).

helpfromtheboys

If you like NVO, you may as well just buy LLY, because their orals will get approved and they’re a better run company

Mumrik2

looks like both LLY and NVO has bots in here vouching for their drug. If you are actually wondering how side effects profile compares. look it up somewhere else.

anthronyu

In what way is it telling me it’s not true? Even if that were the case what do you think the halving of ozempic/wegovy pricing will do to formulary adoption rates ? How do you think lower direct pricing of wegovy/ozempic has changed prescribing habits for them vs mounjaro/zepbound? I’m not making a case to buy NVO as much as I’m making a case to buy puts in LLY. There will be a race to the bottom in pricing. Please note I agree that the LLY drugs are superior. What I’m arguing is that this doesn’t matter for most obese people as the NVO drugs will do the job for the vast majority. There will be a pricing war to the bottom

RougarouGumbo

LLY makes better drugs than NVO but you’re still going to buy into the dying company that’s share price is in the toilet and in addition to that they committed to cut all their WL drug prices in half on Jan 1 27?

iliveasimplelife

NVO is getting ass fucked by LLY unfortunately. They just keep getting worse somehow.

Chrg88

LLY

Significant_Speed854

Why not put the money into LLY?

grackychan

Fatties will just use LLY products, who would want to use the second best

Dritzz-9966

Actually let me rephrase that. NVO CAN skyrocket again but it's conditional to them doing strong M&A in obesity. If they don't, or if they refuse to meet the asking price (what us happening right now), then their internal pipeline is just not competitive against LLY.

Playbookof3li

Tards keep going for the European fat loss drug instead of the American one. LLY 🇺🇸🦅

anthronyu

This is what non medical normies aren’t getting. LLY is about to be off formulary come January 2027

anthronyu

NVO and its drugs ozempic and wegovy are good enough for 75% of people. The fact that this is the case will put huge downward pricing pressure on LiLLY and its drugs. I’m a physician BC in obesity medicine. I will readily give you which drug you will regularly take to manage your obesity and diabetes. Sure mounjaro and Zepbound are superior, but the reality is if you tolerate ozempic/wegovy and it’s all you can afford, it is what I will prescribe. I don’t know what this means for NVO with the upcoming generic availability of semaglutide but LLY puts us where you 5x your money. LLY puts $950 March 20, 2026 $800 January 2027

shasta747

So much of R&D lmao, free adds to LLY: hey I've spent so much money to come up with new drug but go buy LLY anyway it's better

Lundhlol

LLY is already heavily priced in for this already. Their price isn't going to shoot up like many pharma stocks do even if Reta has a clean route to market.

DasBoggler

I may be smooth brained but NVO is currently at 260B market cap with 309B annual revenue, LLY is at 735B market cap with 65B in annual revenue. Eli Lilly's weight loss drug is is not going to be better to the point of stealing half of NVO's market share. Buying NVO all day long at this price.

Spiritual-Seesaw-742

LLY puts, trust me bro

CriticalAnybody6686

I was there… the day it dropped 30%. All my ROI, disappeared like tears in the rain. (Highkey fuck NOVO, there phases and prices are trash compared to LLY and MRNA) l

Kitchen_Yellow4949

going long LLY even at current price/valuation might be an even better move than going long NVO here, management is clueless with such a wonder drug on their hands and managed to fuck things so badly.

UpstairsCheetah235

Last year after NVO went through the initial drop I was tempted to buy. Researched a bit and ended up buying LLY. Thank god I didn’t follow Reddit group think. 

kool_mandate

lol into PG , KO, , LLY, MCD, VZ, GIS This is textbook It’s basically automated , triggered panic selling in best of class growth companies into value. But once pessimism is baked in, the panic buying back in will follow, and no one will give you a heads up “it’s time to buy CRWD again “ first Because the same people having to answer to angry clients about capital preservation are the same people that lose angry clients if they underperform This is where retail can have an edge

Murky-Ambition3898

I keep thinking LLY should move up when the FDA approves Retatrutide.

Specialist_Exam_8433

NVO = India, HIMS = Pakistan, LLY = Great Britain. They are bent on fighting each other instead of working together to defeat a common adversary.

DiminishedProspects

Market isn’t paying for glp-1 exposure/shortage anymore, has shifted to paying for product efficacy/pipeline. Disclosure : long LLY. I’ve certainly been wrong before. Best of luck to you.

dragoon7201

that is only in phase 2 trials, a couple of years out at best. And its an injection drug so not going to be as popular as oral formulations. And on the oral front, their wegovy isn't as convenient as LLY's oral pill. worth a bet if you have the cojones, but I'm not touching NVO nor LLY

Withoutanymilk77

NVO develops ozempic - stock skyrockets LLY - develops an ozempic clone - stock skyrockets LLY has a slightly better test result with their medication - NVO stock crashes Everyone - whelp that’s it, it’s over, NVO is done. No way they could develop a better medication. They’re only a $134 billion dollar corporation. One and done. Whole company better just give up. They definitely arnt even trying to develop anything new.

EnvironmentalPear695

Even the startups have better portfolios than NVO, and that’s not even putting LLY which is the market leader into consideration

Ok-Tennis330

https://preview.redd.it/ema1fzdxfblg1.jpeg?width=528&format=pjpg&auto=webp&s=878f7053c348a01b1808202a10668c1afa7b8d55 “Now pump MRNA, MRK, JNJ, LLY, but not NVO”

DYRTYDAVE

The data is the data, friend. I don't make these things up. LLY is more effective and more tolerable based on large clincial studies (and now head to head with NVO's newest drug). That is not to say LLY's drug doesn't have side effects too. The reality now is NVO needs to make a move if it wants to seriously challenge LLY because its current and upcoming drugs are inferior.

sjgreen47

!banbet LLY 1100 4d

Stocks_N_Bondage

My version of delta neutral: - calls on SNDK, FN, LLY - puts on INTU, ADBE, NOW What the hell with MU tho...

Samjabr

Or buy LLY, you tard.

Just_Butterfly4052

LLY.

Upset-Motor-2602

LLY cheats and treats settlements as the cost of doing business.

purub123

Thats from LLY, somewhere 2027/2028 release

LucarioMagic

Their drug trial result worst than LLY

deevee12

The market has signaled that the weight loss race is effectively over It’s not particularly close either. Congrats to the LLY investors

deertracker2022

So LLY wins, NVO loses, HIMS loses bigly, can we just move on now that's been decided

mofukkinbreadcrumbz

Not to mention LLY is positioning itself to release Retatrutide as a panacea of all weight related illnesses so that insurance will cover it. An alternative to statins that happens to also have you lose 25% of your body weight, and is covered by insurance because it’s cheaper than a heart atttack, yeah, that’s going to dominate.

powerboner

Atleast I bought LLY on Friday. Yayyyy

Lundhlol

They are still from my point of view a solid business. The comparison was simply that the market overreacted. 1. Strong cash reserves, and strong foundational company. They are not a startup from last year. 2. Good products, they know how to make products, produce and deliver them. Downsides for me currently is that their main competitor is inside their main current market. Orange man will favor anything LLY related over NN, which is a huge downside. But besides that, at this price I truly believe it's on a long term scale, way beyond the tariff wizards term, a good buy. In short term, it could be a good swing trade as it has been many times before with NN. They are truly oversold on any and all semi-bad news.

SkierBuck

One of the smartest decisions I made was ditching NVO for LLY last July.

Embarrassed-Sky6890

Sold LLY and bought NVO you know how that goes

twostroke1

NVO baggies will do anything except buy the better company LLY.

redisok

They published their trials for an upcoming drug CargiSema. It shows when used in minimum dosage it has 23% weightloss compared tomax dosage of Tirzepatide which has 25% (Eli lilly). So it performed worse than an already on the market drug, hence LLY up and NVO down. However, it was an open label trial and minimum dosage vs max.

FineJuggernaut3295

They got low diffed by LLY

TehWildMan_

I'm long $90k on LLY and $60k on NVO, so not that painful but still hurts.

Sea-Put3596

Hm cheaper for a reason? I am long LLY and VKTX rather

jda823

Good for LLY, good for the DOW, good for America

Tight_One_1400

nah. They sell diabetes drugs - a disease weightloss drugs are gonna wreck the numbers of. And they lost on weightloss drug to LLY.

BerryExpress

im not a conspiracy theorist but reading this thread makes me think sending a hospital ship to greenland is mangos way to take over NVO by LLY cuz they fucked in the long way

BerryExpress

what do i not understand? well, a lot. do your own research but all i can gather from ur post is that u think their pipeline is inferior. meanwhile, their LINE is far superior for years ahead for diabetes and im pretty sure they dont just roll over but improve their products. and LLY is not rly eating their diabetes share, they just scavenge on the obesity mania while trying to keep up with NVO diabetes improvements. prove me wrong

DYRTYDAVE

Cagrisema almost certainly is less tolerable based on prior data, and the fact NVO didn't try to use that to paper over the lower efficacy only confirms that. Any way you spin it, it's very disappointing for NVO's "next-gen" drug. They need to make a move in M&A if they want to challenge LLY.

DYRTYDAVE

What do you not understand about my point? No one is saying they won't "survive." And where are you getting your facts from? LLY is eating up market share in obesity and diabetes and will continue to do so because Novo's drugs are clearly inferior.

DYRTYDAVE

The side effects are almost certainly worse. The data is available to analyze. The fact efficacy fell below Tirz only underscores how weak Novo's future pipeline is. They badly need to do significant M&A and the are only one or two options for a deal that will allow them to challenge LLY.

DYRTYDAVE

They have drugs that sell now because they are the only other option besides LLY (who is dominating them now). No one is talking about survival. Their pipeline isn't a winner, that much is clear -- and it has been for a while. Shareholders won't be satisfied with just surviving.

NoDisplay659

they net 100B a year with 300B in revenue, LLY is at 20. Im loading up on so much shares of NVO if it goes under 40 absolute fire sale

DYRTYDAVE

Very true, but Novo struggles was very obvious. Their pipeline was clearly weak and they will not only continue to lose share to LLY, but they run the risk of falling to third or worse unless they make a major move to bolster their pipeline.

Fit-Special-8416

LLY calls

AncientGrab1106

2% less effective? And gift LLY a monopoly? That's not how it works..

frogboyjr

so NVO did their own study and found that their drug sucks compared to LLY's

twostroke1

calls on LLY.

twostroke1

Calls on LLY.

powerboner

Can LLY make a dick pill for itself to get the fuck back up? My God

powerboner

LLY wtf man…

callsonreddit

Ya I avoid all pharma stocks except LLY

Sick0h

Calls on LLY, hundreds of millions needing Prozac for their fear

piszczel

LLY is up 2% today, KO is up nearly 1%

Justjerryj

$LLY

ThanklessWaterHeater

Yeah, but if you went onto Compuserve, they weren’t interested in LLY at all.

ClassicFredd

Yea never heard of LLY or AAPL

Lunar_Excursion

NVO's alzheimer's trial was dumb from all fronts. Do you know what LLY is doing instead? They are [partnering with IU](https://news.iu.edu/live/news/48099-lilly-and-iu-to-expand-access-to-clinical-trials-and-l) to research the use of GLPs on alzheimer's without having the trials and the failures of said trials stink all over their company and by extension their stock... but if any breakthrough occurs, they still stand to benefit... NVO would not, and will not, have a head-to-head vs orfo... there is literally no benefit to them and could in fact hurt them... so much so that whoever said REDEFINE-4 was a good idea is likely fired, and now Mike D has to answer these impossible questions as to why CagriSema is no better than tirz...

RxDirkMcGherkin

NVO didn't have an active comparator in the Alzheimers trial and knew it was a long shot for success. But that's the risk with clinical trials. I do think NVO should do a head to head trial with Wegovy pill vs orforglipron, at the very least NVO could show better tolerability and adherence and potentially numerically better weight loss but maybe not superior. Every drug is different and maybe can be very successful in one disease state and not the other. Again hard to say since there's a lot of variables not the least of which is the length of the trials (Wegovy pill was 64 weeks and orforglipron was 72 weeks). Agreed that LLY isn't stupid to attempt this given the clinicals of oforglipron. A lot of interesting data coming out this year not the least of which is cagrisema (NVO next generation obesity med) head to head vs Zepbound.

Lunar_Excursion

Because LLY knows that it'll be useless... both will be very similar... They aren't dumb enough to waste time and money on an alzheimer's trial like NVO did... they will not do a trial that they know the results of beforehand... and by the same token, why doesn't NVO do a head-to-head themselves to prove their 40% superiority? what are THEY afraid of? ACHIEVE-3's results, looking at the 12mg orfo vs 14mg sema, show that they are just about the same efficacy. If people want to believe that in non-diabetics the drug all of a sudden doesn't work as well then ok, they can believe that all they want... the science just doesn't support that theory...

SpellAccomplished541

There are indexes/ETFs so you don't have to choose. If you do choose, even Buffet/BRK (and me) underestimated how low UNH could go and bought too high. Honestly, I think USA crap shoot... I bought NVO then Trump made them lower prices, I bought UNH... then government decreased fees (which seems crazy since we can't allow them to fail). At this point my theory is, if you have any favorite drugs look up your favorites and invest in who makes them (for me it is cyclosporine and ABBV, for my wife it is Zepbound and LLY). At least that way you are emotionally invested and can cheer for your stock... I think of it like the old investment theory to invest in whoever you give the most of your money.

Express-Mongoose-738

Retatrutide does not destroy anything. It has 18% DC rate due to side effects and likely > 25% Total DC rate. Tough at higher doses with 20% dysesthasia and I know risk is tachyarrythmia ( Lilly didn’t disclose at triumph 4 top line ) When comparing $LLY Triumph 4 retatrutide wt loss and the difference from efficacy estimate (EE) to treatment estimand (TE) vs phase 2 that was published in NEJM 2023 ( 24% EE and 20% TE at 48 Wks , below ) you see exactly same trend of wt loss drop when looking at ITT roughly same wt loss of 20% at 48 wks that likely seen in Triumph 4 ( we don’t have curves yet, just my guess ). Just clear reproducibility of all data from phase 2 to 3 and will see same outcome in all retatrutide phase 3 trials that will be reported in 2026 ( don’t let Lilly fool u with statements and wait for more trials ) Same thing was seen when I compared $LLy orforglipron phase 2 to phase 3 and adjusted for escalation.

SaltyEarth7905

I’ve been in shares for nearly 3 years. Last year after the successful trial announcement it went down for analysts saying there was high Gastro/nausea reaction but it was higher with the placebo group, lower in high doses and it had relatively the same levels as many other classes of drugs during their trials as well as the GLP1’s from NVO and LLY. I might be talking my book but there seems little stopping this from getting bought, just a matter of which big pharma don’t have a solution or a company that isn’t as far along as Viking. Even been rumors UNH is considering them as an exclusive for their members. Banks are predicting it can be taken out anywhere from $70-$120 a shares

Rare-Celery-1912

It’s not the same rate of weight loss. They both differ. LLY drug is more aggressive w/ additional side effects, VK is less so (GI issues). I think the angle VK is taking is to be mass market friendly via the rate of weightless, side effects, and oral+injectable form of application