LLY

ZealousidealSector19

LLY would love that

MosEisleyEscorts

While its overall a meme and you are right about the inverse Cramer fund, he’s still overall worse than e.g. the S&P500. When you look at this fund (Cramers AAP Portfolio) he’s consistently missing the mark (https://www.ifa.com/articles/cramer\_chasing\_mad\_money/) The main reason for the inverse Cramer to fail so badly was also the fact that Cramer consistently hypes mega caps like NVDA, AAPL, LLY etc which of course messed up the inverse. I think there is a lot of confirmation bias here on both ends

IceAcceptable2971

LLY

DJ_Shads

calls on LLY

coloredzebra

🤡 yeah I kept risk pretty small up until the last two days...-$700 yesterday, swung META calls ovn and opened up another like -$1000, Got myself down to $500, then aped into CRWD got back to $1200. Took LLY 1185c, missed the exit, and that was it.

Ok_Bake3729

LLY is getting into psychedelics.... which some believe could be the future of mental health

verified-trader

**BanBet Lost** — /u/Cantthinkofacoolnam (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **LLY** ▲ | $1156.32 → $1200.00 | +3.8% | 2d | Lost |

Paceys_Ghost

ISRG is the only one that I like, or have ever invested in for medical robotics. I don't get into med stuff too often. I own LLY and had a position in EW years ago. The moat for ISRG is what I've always found attractive. Surgical residents train on the equipment. Switching over once your an attending is time that they don't want to spend when they're already familiar with existing infrastructure. As others have discussed in this thread there is a premium to be paid for this stock. I think the moat is secure and the premium is still worth paying for now. The big pile of cash ISRG has also doesn't hurt.

PhasedVenturer

LLY is like CRWD, totally indestructible in its overvaluation

BaronDavis12

Some of the stocks on my watchlist that are still green are in the pharma/biotech sector. $IOVA $LQDA $LLY

Wall_St_Bussy

Got a bowl of lettuce at Taco Bell and lost 65 pounds so far. Cost me $2. Puts on LLY

dossdboss

Multiple naked contracts on LLY? I got caught flat footed just on 1. Cost me about $14,000.

trsx5

Best trades... Short $VLO Short $AAPL Buy $IHI Buy $NFLX Buy $LLY Stay out of the memory/chip dump.

Midpoint60

Does LLY have a boyfriend? I'm thinking about asking her out.

Aggressive_Body834

Once Semaglutide goes off-patent in 2031 it's over for LLY too. Everyone will be buying cheap knock-off pills from India. Not good for these pharma stocks, but then, pharma investors have always been a stoic bunch interested in the greater good.

KeeZouX

I just joined here, you obviously invested well before it got bought by LLY, what made you buy it beforehand?

GiftedGonzo

LLY set to buy ATAI

verified-trader

**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **LLY** | $1200.00 (above) | $1156.32 | +3.8% | Jul 17, 10:58 PM |

Cantthinkofacoolnam

!banbet LLY 1200 2d

PerizzHilton

LLY

Cantthinkofacoolnam

!banbet LLY 1200 1wk

IvoryTowerResident

MRNA is good value now IMO same with LLY Also eyeing AA earning tonight

wolfenstein734

Calls on LLY

HammerDownl

KO is a great stock to own,i own it and it pays a solid dividend. Dont sell it it'sa safe play Id buy some more individual growth stocks. Example. Apple NVDA KO CRWD LLY All these i own and they are my big plays.

curling_rocks

bearish for LLY?

No-Put2311

I’m a LLY baggie

No-Put2311

Why is LLY catching a stray? Leave my peptides alone

DYRTYDAVE

The data shows Reta has twice the side effects of Tirz for only 3-5% greater terminal weightloss which will likely also be achieved by 25mg Tirzepatide. We can agree to disagree, but I do not see a clear use case when AEs increase at doses of Reta that can actually provide meaningfully more weight loss. Glucagon does provide greater metabolic benefits, but the trade off is pretty clear from a tolerability perspective at higher doses. Aside from the gastrointestinal stuff which is much worse at higher doses, dysesthesia is far far more prevalent. You also see a not insignificant percentage of tachycardia at the higher doses as well. Again, all this tells me is Reta high doses are not going to be viable for most people considering the high AEs, and will have fairly niche use case. It's not surprising LLY is testing even higher doses for Tirz.

dvdmovie1

"ELF (e.l.f. Beauty): 10%" I owned it originally from the $80's until a bit under $200 and sold after it started eroding off highs. Thought I'd left money on the table. Cut to: $50's. The re-rating of a consumer growth story is significant, see also: CELH. Can you do well after that? Sure, but it depends on why it re-rated and can it regain the kind of growth profile it had? Stuff like this (and CELH) were reminders why I don't like investing in consumer brands. "SFM (Sprouts Farmers Market): 9.1%" Nasty re-rating. Probably does okay going forward but given that it's not cheap, not the place to be if the economy cools. "ADBE (Adobe): 11%" I don't like it. Obviously not apples-to-apples, but it feels like it's going to be this sub's next PYPL: something that people go "but it's cheap" and "the buybacks" year after year as it erodes. It's clearly not operating in the same environment going forward that it's enjoyed for decades, I think even people bullish can agree on that. "NVO (Novo Nordisk): 9%" I bought some not that long ago. I'm glad that I emphasized LLY instead of owning NVO in recent years but it was cheap enough recently to consider. "RMD (ResMed): 7.5%" The TAM is going to be smaller going forward imho, so unless it becomes extraordinarily cheap I don't see the reasoning behind making this such a large position. "VEEV (Veeva Systems): 7.5%" Eh. It hasn't been that compelling imo in a while, even before the SaaS negativity. You are largely trying to be a value investooor and while there's nothing wrong with that, my one concern would be that your entire portfolio is going to be fairly correlated. You've done well lately as part of a rotation into names that haven't done as well, but if that rotation stopped tomorrow, you could easily see the opposite over the next 3 weeks. Selective bottom feeding is great, but imho it's allocating part of your portfolio to selected situations where you have a distinct thesis/near-term catalyst in mind - I wouldn't make it the entire portfolio. Something can be at a 5 year low and seem cheap but if it doesn't have a catalyst it can go to a 10 year low. Look at BSX back to where it was about 22 years ago. Good luck.

doctorsidehustle

Timing is everything. I bought micron when it was $110-$120 in 2024 and watched it go up to $150 and then down to $60s. I held it for 1.5 years believing in the coming memory crunch. I sold after recovering my cost basis in early 2025 into the takeoff that I had been waiting for. Hard lesson to learn. Long time horizons are necessary for thesis to play out. I also think back on glp -1. These were well known in medicine as potent weight loss drugs before the glp-1 craze started. I remember treating a patient in 2019-2020 and thinking why hasn’t LLY rocketed with the number of obese patients and the efficacy of this drug. I thought maybe the market knows something I don’t know and decided against investing. The chart from 2020 to today is exponential. Microsoft has been hammered. Its AI product is not a favorite. Its capex is mad. But it’s not the worst stock to own. It’s not going to fold. Its need longer than 7 months to recover.

NerdSlamPo

Biotech is the most volatile industry. If you want stability there just full port LLY and get the bump every time they buy a new company

maddogisnextdoor

There is a rotation underway from chips to dividend kings…lot of pharmaceuticals are up big like LLY, JNJ, ABBV, AMGN over the past couple weeks

AlpacaDream7

LLY 1300 tmrw

Todderoni-1

May as well get on the LLY train!

Happy-Champion1661

MRNA JNJ MRK LLY honestly literally this is the only one that went surprisingly down instead of up, it's a pure value play at this point, it didn't do what it was supposed to do together with the sector. I got few jan28 calls, they are down 20%. Shares might have been a better play idk

therealjerseytom

> for the long term (5-10 years) That is not long term. > The Safe Route: 60% VOO/QQQ, 40% high-moat individual stocks (MSFT, LLY, BRK.B) And this is absolutely not a "safe route" over that short a time frame.

perogi-king

I feel like LLY, CAT and JNJ dont get the respect they deserve here

perogi-king

JNJ and LLY are some of my best stocks. Definitely have been crushing my MSFT and GOOG

perogi-king

LLY, JNJ, and CAT are some of my “non-tech” holdings and are doing great. Currently im looking at energy stocks like CEG, travel stocks like BKNG and real estate stock WELL. Good luck

TheNinCha

Dash, LLY

orcassharks

LLY is a big one for me. But I’m thinking of unloading soon.

dcwhite98

NVDA, AAPL, GOOGL. LLY, CRWD, AMD, aren’t far behind.

wavegeekman

> With that logic, when LLY took on a ton of debt a few years ago to fund their GLP-1 stuff, you would have missed 400% in gains. Did you even read this? > Minor assumption: that the money is invested as wisely and effectively as the previous capital, and at a rate of return that exceeds the cost of capital. Sometimes this happens, often it does not.

croissant_and_cafe

Hi, you’re in your late 20s. Don’t sweat it. I’m a swing trader. I’m still in and out of stocks every few months. I just bought a position in ANET and LLY, I know it’s insane, does particular buys may not be the best bet. But I also didn’t hesitate to buy Micron two months ago and Sandisk three months ago. Follow a few analysts whose approach you understand and agree with, continue to get in when you think it’s still a bull market, and that the stock is part of the upswing. Stop whining and get in in smalls percentages where it works with your wrist profile. I continue to hold 30% in SGOV to buy dips,

IceAcceptable2971

Mounjaro changed my life too. Holding LLY forever

dabbydaberson

LLY is, they have a superpod and are changing the way all their research is done.

jdav0808

Don’t overlook LLY. Retatrutide (GLP-3) might be a game changer. I believe it is set for FDA approval in early 2027. I was looking into buying LLY specifically for this reason.

Far-East-locker

The pill number is very interesting, after two months since launch LLY pill number is not just weak, it is utterly failure level of weak NVO is doing high 5 digit new scripts per week, where LLY haven’t even break 2000

ChangeNOW_Community

LLY premium multiple reflects execution consistency + diversification + market leadership. In high-growth pharma, the winner often stays expensive for longer than people expect

Biscuit_Eater2591

start buying LLY at close to all time highs

taylor914

LLY is coming in clutch for me lately

ZealousidealSector19

Should have just been buying LLY

Bluesquare9

LLY zooming

Salt_Contract342

Memory, like for alzheimer's? Eli Lilly's Kisunla is decent. LLY is up lately as well. So calls

emblematic_camino

Highly illegal as most everything he does, but just like with everything else, nobody moves a finger to prosecute him. Now shorting LLY is a choice lol.

UnObtainium17

yeah, I have sold most of my MU the day after this latest earnings. Moving the gains to DCA into LLY, GE, MELI and SCHD.

Mefreh

LLY will continue to be a cash cow, but Foundayo is meh. The only niche is for people who decline injectables which is small. 

Jacobowl1

I have 27 shares of LLY avg cost $544. Wish I had more. 5 new manufacturing sites under construction that aren’t producing yet. I’m a believer it has much higher it can go in the next 5 years

Fit-Bookkeeper8567

This president relishes picking winners almost as much as he likes picking losers. I have been watching LLY test and fail the $1100 level the last week or two. It obviously broke out today. I wouldn’t short it because of Retatrutide. It has the same weight loss effectiveness as bariatric surgery, but obviously less invasive. To your point, the president is allegedly taking it even though it is still in phase three trials I think. I could see why one doesn’t want to buy it, but I wouldn’t short it.

Rosella2562

The one day I had back-to-back in person meetings and a friend visiting so couldn’t enter the market - The three stocks on my watchlist for 0DTE calls today? $PLTR, $MSFT, $LLY, all rallied more than +5% - Fml I feel horrible rn - I swear the MMs are watching my few hundred dollar account and doing this on purpose 😩😭

CFDsForFun

Watch out. Seen an order for $4m of 0 DTE LLY calls.

ballistic762

LLY>NVO. Did you buy NVO Early? No semiconductor too

InitiativeGlum2507

!banbet LLY +1.5% 1d

Zllimpat

$LLY making moves

UnObtainium17

thought about jumping in but LLY seem to be more revenue diverse than NVO.

UnObtainium17

moving a bit of gains into LLY, GE, WMT and SCHD. we out here.

maveryc

What happened to the rest of the money from LLY?

oakvard

BTW I sold LLY to buy this.

dabbydaberson

LLY. They already have an insane pipeline with all the GLP stuff and ret hasn’t even dropped yet which will be game changer as it builds muscle not just dropping fat. From an AI pov, they are pouring money in M&A and AI partnerships to advance the discovery of new drugs. The way new drugs were discovered previously vs where we are now is absolutely paradigm shift. Expect to see advances that end things like aging, physical deterioration, Alzheimer’s, cancer, pain. They are going after it all and they will hit so many more targets with AI.

Deeznutzsgotcha

Is his wife's name LLY?

Keiigo

All in on LLY

illneil

LLY and BB are their tickers.

clubdirthill

🥭 is on an experimental new drug from LLY called “retarditude”. Let’s hope it works.

lowguns3

Which growth tech? Like LLY?

Rare-ish_Birb

In order to support SPCX valuation right now, Elon should just increase revenue by buying NVDA, AAPL, META, TSM, LLY, WMT, and AVGO. Not MSFT -its a pos

Gristle__McThornbody

Diet coke has been a game changer in my diet. Kills all cravings for dumb shit with just 1 cup a day, maybe 2 at best. Calls on Coke, Puts on LLY

clockish

As a fellow MRNA & PFE holder, I'll add that you might also wanna check out NVO. I just picked some up last week, under a similar value thesis to PFE. NVO doesn't have the pipeline that PFE does, but what it does have is LLY way out in front of it. AFACIT there's just no longer any reason NVO should be lagging LLY as hard as it is. I still like MRNA and PFE more, but I've got room for multiple bets as I rotate into healthcare.

_Clit-Commander_

Fuck that ETF, it's stuffed with bullshit, just buy LLY and chill.

PMmeuroneweirdtrick

Full port into LLY

hoopaholik91

It's an S&P health care ETF, it's not anything crazy. LLY, UNH, PFE, JNJ, etc

Whirly315

i’d only full port into BLLN / OSCR / HIMS / LLY, everything else is hot garbage

claytondpark

Need some bad news on LLY tmrw so my puts can reprint bc I didn't take the 100% gains on Monday

Ok_Macaroon6934

I use this sub as one of my launching points to do my own dilligence. I'm currently substantially beating the S&P, after two years of this. The sub gave me leads into RKLB, ASTS and ISRG, which have been excellent performers. If also told me to favour NVO over LLY, which after due diligence I thought did not match reality at all, so I forwent NVO and took a position in LLY instead. Very good decision and against the sentiment, but both stocks surfaced here for me. The conversation about INTC when it had its implosion moment had no consensus, but raised lots of opportunities for me that I then researched. I decided it was on sale, not moribund, and that's been a very nice position. Wouldn't have even considered it except for the conversation here. I have many other examples. In this sub, there is a lot of retail experience and skin in the game. The conversation tells you where to look. It's down to you though to unpack things beyond the sub, and if you do it well, you seem to benefit greatly. Just don't blindly outsource your strategy to the sub's majority opinion.

Legitimate_Cut_6254

SPCX, TSLA, AMD, LLY, MU, AVGO in that order

Salt_Contract342

LLY 1150 eow

ohgodthehorror95

Pharma and biotech R&D was in it's own little recession while interests rates were high. Tbh it's still really no so great unless you're LLY and printing money from GLPs

twostroke1

Calls on SpaceX. But also calls on LLY because you will be required to have a sub 10% BMI in order to aboard your rocket due to weight restrictions when we go to colonize Mars.

Vlisa

Dependence for life and it has a subscription fee? Why don't I own LLY?

dromance

Buy LLY?

stock_dude9

LLY $1T valuations and over 40 pe? Man, that’s way overvalued considering I only see there margins diminishing in the coming quarters

claytondpark

LLY puts for next week

Singularity-42

LLY

biffsalmon

Do you think LLY is headed downhill for the long haul? I think it’s one to hold onto for quite a while with everything going on in their pipeline.

crawler54

sold the memory stocks on monday, and much of the tech as well. had some LLY, but that's headed downhill as well.

YouAlwaysHaveAChoice

LLY is staring off a cliff

twostroke1

LLY been the only thing consistently ripping for me recently. Thanks to the 95% of the people in this sub on weight loss drugs.

Few-Improvement9978

I’m becoming stupid bullish on LLY. I’m an alcoholic and got a dose of Mourjaro recently and within 3 hours all of my alcohol thoughts disappeared. Whats interesting is they are developing a GLP for opiate, alcohol, and gambling addiction. I’ve gone 5 days without a drink and quite frankly I don’t know the last time I’ve done that. I have zero urge to drink.. I’m going long on LLY and will dump 100k into it today.

Rosella2562

Been a LLY bull since early last summer, let’s go 🔥

NerdSlamPo

was just posting about LLY. best macro stock out there in the midst of all of this manipulation.

NerdSlamPo

in a normal market LLY would be crushing. another big FDA approval tonight. thats 3 days in a row of blockbuster news that doesnt mean a thing in a market so nonsensical