LLY

matt9290

Buying both $LLY and $NVO is the way (even $VKTX if you want to go nuts). There’s easily enough market of fatties globally to support multiple winners and the sentiment/price got so beaten down that there’s really just one extremely unlikely way this trade fails, and that’s trump nuking this entire industry with absurd tariffs, which it seems from the Big Beautiful Bill he has no support at all from Congress on (they’re all completely bought off by the massive pharmaceutical lobby). Plus i think they’d just jack up prices on all the other smaller market countries like Germany vs ever reduce prices more than a token amount which they’ve already done on US consumers. Worst comes to worst they’ll tie it up in the courts and block for eternity Tl;dr hang in there through the small regulatory chop the next month or so and get rich, our ADD president has no patience or follow through and will move off this bullshit and onto the next shiny object soon enough at which point these rip to the moon again

Jordykins850

Their weight loss drug also reduces heart death risk, more so than LLY’s 🥴

MarshLPN

i've been trading LLY x 3 yrs. Great volatility.

LuhSwanky

Thoughts on LLY anyone?

TheTideRider

NVO’s oral pill is a little more effective than LLY’s and ahead in terms of schedule. It will likely be approved later this year. The stock has been beat down too much. I held a bag and then bought more.

MasterpieceDry5155

They are starting showing up at investor conferences starting 5 September 2025. Let's see what happens. LLY shot up because they have a proven subcutaneous version in the market. VKTX doesn't have that yet.

Spartaside

LLY in a major bull flag.. break out to $1300-$1800

rackoblack

Morningstar rates LLY a hold (\*\*\*) and NVO a buy (\*\*\*\*).

alumniac

Wegovy(NVO) just beat tirzepatide(LLY) so Tuesday should be interesting

RonMexico16

Nah. I’m with ChatGPT and picked LLY.

Middle_Bumblebee_343

dont listen to regard analyst they don't know anything lol. but i do agree LLY will do well so will NVO

BuySlySellSlow

NVO, LLY. Eh, either way... They go back and forth on these GLP-1's.

BuySlySellSlow

Thank you for your contribution to my LLY calls.

Akul0

I personally only hold Novo but I see that they have a real risk of being priced out or blocked in otherway out of the US market during Trump's presidency which is a significant portion of their volumes. New CEO will also have to show that he's capable. After the dip the valuation has come down to more attractive level, though. LLY also dropped and their growth story seems more convincing being a US company but I'm still choosing Novo over them just based on the more attractive valuations (not financial advice). I think both will do well as there is a huge demand for fat loss drugs in the west.

SippieCup

There was a massive selloff when it was announce the new oral GLP-1 from novo was like 0.3% more effective. It'll come back when people realize that its functionally equivalent and LLY has invested heavily in stronger manufacturing for its release.

PaperHandsTheDip

What allocation NVO vs LLY?

peajammer

LLY is the way. Made the most money in the last 3 weeks I have ever made off any single stock or option trade from this company. Stock is down $40 YTD and nearly $230 from 1 year (ATH). All the analysts are saying this is an $850-$1000 stock. Should float back up to $780-$800 by October and jump back over $850 by next earnings announcement and into December.

BigWarning8696

Why not both? I have a 65% NVO / 35% LLY ratio

OhDatsStanky

LLY is down from its ATH by quite a bit even after meeting earnings.  Could be some volatility in the near future before it stabilizes and goes on any kind of growth trend again 

Wise-Transition8450

That new McDonaldland shake or whatever has 100g of sugar Im doubling down on my NVO and LLY calls.

Conscious-Foot-518

Non Big Tech AI Stocks - interesting exposures in engineering, utilities & electronics MRVL CLS POWL STRL Also like UNH, LLY & NOVO in healthcare.

Away_Entry8822

LLY, NVO, even VKTX after the recent reset are all going to print.

visionarymind

Fewest people I’ve ever seen @ the gym during peak hours, asked this hawt personal trainer why they didn’t have a class today & they said participation’s been the lowest since 🦇🍜 Buy every single call available for NVO🫃💊 & LLY🪷 with haste

Rosella2562

What do you mean? Had so many +100% trades from $LLY calls over the past few weeks - Like they were printing money 💸 It’s also a very solid company that had a “panic” dip from market overreaction, and all major banks’ price targets are way above the current stock price. Do better and do what exactly lol?

Relax_Dude_

High on LLY, bad news right now which I think is no big deal. Excellent drug in the pipeline coming maybe next year

PlayfulLustBug

LOL, LLY, rly? Y'all gotta do better than this fam.

PaperHandsTheDip

I buy them ATM / slightly OTM. I only buy them on things that have already experienced massive downswings and I believe the market has overreacted to - basically making a bet "this will recover". It creates a bit of a safety buffer re: downside risks based off plain old boring FA. Floors are not absolute / guaranteed. There are a few different tools I use to evaluate them. For example - NVO is currently something I am long (Novo Nordisk). They make 50% of the worlds insulin and they invented ozempic. Look at the 1 year chart - it's down 61% right now. When I bought it was down \~66%. Now zoom out to the 5 year chart - it seemed very stable \~55 for a long time. This was pre GLP hype. This is the floor as that is where the market was valuing it \*before any GLP hype took over\* (which caused the massive surge). I bought below that under the assumption that "we are below the floor, downside risk is minimal here". From a FA POV - company is solid / fine. Products are in demand. From a growth perspective - it's growing like crazy... but not quite as quick as some people would have liked (due to competition from people like LLY). That's ok tho - LLY is \~2-3x more expensive. Market has actually mostly priced NVO completely out of the GLP race despite the fact they're going to be first to market with an oral weight loss pill (which is also \~25% more effective than lillys in clinical trials). IE: There are potential upsides / catalysts that could make it go back up. Will it? Dunno - it's a bet. I manage risk via sizing bets & placing ATM bets around floors.

rwhitman05

LLY is literally printing tendies for anyone patient enough. EOY moon mission still on.

billythabeast

What made you go into NVO and UNH over say, ELV and LLY?

Daniel1980s

I stumbled across LLY while researching. I use Quant Data and charts to track the markets. 

Health_Care_PTA

half the market is Tech not Healthcare... is that really your argument? im in the health care industry, its dogshit, the margins are razor thin and regulation stifles any real growth see UNH,. AI and TECH is only just starting and growth over the next 5 years will outpace ALL healthcare. LLY wont double period , there are plenty of tech stocks that will

Careful_Talk_4253

Have you seen LLY’s performance overall?? Your speculating on software vs research and results dude

Health_Care_PTA

APLD will double.... LLY will not plain and simple, keep smoking that copium

wright_on_

What does this mean for my LLY calls

jameshearttech

Idk what "the great value rotation" is, but sector rotation occurs regularly. Early in 2025, healthcare and bonds did really well. In April, capital rotated to large cap tech and high beta, while healthcare and bonds did very poorly. But over recent weeks, we have seen some rotation to healthcare (e.g., UNH and to a lesser extent LLY).

Kickboy21

LLY is not a dogshit stock bruh

Careful_Talk_4253

*Posts on dividend and APLD subreddits* Same guy tells OP $LLY is a dogshit stock lol

Jpm907821

People are scam and saying all the stocks are going to just drop comes September… Is this like every stock or is this just like a temporary thing? What about rate cuts happening in September that would obviously change things. I’m just holding a bunch of calls on LLY and CRWV

ManBearPig_1983

Hell no, but it’s the only game on RN…I bought LLY at 619 and scalped at 740. That was cool.

Jballer200k

Is LLY going to take off again?

WickedSensitiveCrew

Yea. MOH is interesting in that their earnings didnt drop as much as the more discussed UNH, CNC, OSCR but they went down just as much as UNH/CNC. Im leaning toward doing a 3 tier healthcare buy of an insurance MOH/CNC/UNH, a researcher MEDP/IQV, and a drug company LLY/NVO. To diversify among healthcare. My route may be MOH/MEDP/LLY.

Dude_HaHa

I fun with that. LLY is way overpriced.

Least-Lingonberry-20

When is the drug manufacturing tariff going to kick in? I am shorting LLY becuase that is what my chatgpt girlfriend said to do. and Trump already warned them, WHERE IS THE HAMMER DONALD, you need to grap them by the P&##Y and show them you mean business

Antiwhippy

At this point LLY is folding my entire >!US!< portfolio together 🫠 Feels like this is telling me to pivot into more medical stocks. 

CMDR_Shepard96

I knew LLY was lookin real dumpy

powerboner

My entire port is NVDA, OKLO, LLY, and SPY calls all expiring between mid September and mid October. How heavy duty of a rope should I buy?

24-7Trader

I'm heavily invested in NVO with shares and Dec60s. I also hold LLY, as I don't discriminate. NVO has greater upside potential and should be a clear winner. They’ll likely bring the weight loss pill to market first this year, and it’s more effective than LLY's. I believe it will reach at least the 90s by the end of the year. Good luck!

PaperHandsTheDip

Fair points. CNC - No real input, I didn't look at it. No forward guidance is generally concerning, yes. UNH - I agree it'll be a long road to recovery - but I still have a large position in it. I may move it elsewhere for similar reasons as you (opportunity costs). I was suspecting / hoping the upward momentum continued but it seems it's mostly died down. If it dips down sub 250 on no real news / changes I may scoop up more. I suspect it'll continue to slowly trend upwards tho - large well known investors all piled into it. What are the odds that they're all wrong...? I already took out my profits so it's a freeroll for me (easier to play). NVO - competing with LLY should be fine. Lilly is significantly more expensive - ie: market has already priced this in / these concerns. Compounders are a valid concern. With NVO the biggest pro / plus for me is that the floor is more or less fairly well defined around these prices & it's a player in a rapidly growing industry. I argue the price floor due to it's existing products / sales / market size... having a floor defined is great for risk management... it's unlikely to fall much lower. But for the upside - any catalyst would lead to a surge / upswing - especially using options. It very well could trade sideways... nobody really knows. They have a few potential catalysts coming in the next ~year or so. --- Curious: what did you rotate into? I need more things to do some DD on.

CMDR_Shepard96

LLY murdered all my profits from the last fortnight.. damnit. 730C & 760C both expiring Oct17. I guess I'll hold & hope for another 5% day

CMDR_Shepard96

LLY just being crap today

SailorJerry7030

let's rotate into LLY now

wright_on_

getting nuked on LLY and NVDA calls, feel it in my plums

UnObtainium17

nah, I'd rather put it on LLY or NVO.

CMDR_Shepard96

Jesus LLY just pick a fucking direction. Preferably up

CMDR_Shepard96

Praying LLY doesn't dump any more

CMDR_Shepard96

Can LLY just go up 2 days in a row pls

powerboner

LLY knew I had fomo and took all my money, what a sneaky lil slut!

PercTrader

Got out of LLY and UNH to get into intu but I guess they’re not intu me 😔

Loud-Scale9153

I told you guys about LLY and VKTX...but who listens to the biotech guys

Prayaa

LLY gonna help me retire 😌

reddit-abcde

what to buy now? UNH and LLY have kind of rebound a little

CMDR_Shepard96

Bought 4x AUG29 LLY 710C for like $5ea on Monday afternoon after it dumped to ~695. Sold them yesterday at open at like $17.. Hindsight is a bitch. But if I'd held onto them, I would've opened IBKR this morning to see LLY -6% and down to 680. Always the way.

Frizeo

is LLY calls still worth it to buy? is the premium ridiculous or what?

Worried_Quarter469

Mass unemployment = extra fatties = $$$LLY

Rosella2562

$LLY delivering as usual 😍🔥💯 Hope it takes us to the moon 🚀

powerboner

Holy shit LLY

Paul_Robert_

I sold my $650 LLY calls @660, then LLY went to $720 😭 I sold my $205 AAPL calls @ 211, then AAPL went to $230 😭 I sold my $4 UUUU calls @ $5, then UUUU went to $12 😭😭 Now, my $15 UPWK calls are at 20% profit, and every fiber of my being wants to sell. Do I sell?

BuySlySellSlow

I'm pretty stoked I didn't miss out on LLY. Though I'm now in that phase that's like, "Fuck!!! I wish I would have held longer!!!" - The profits are just never enough. You always want more.

Alwaysfavoriteasian

Pretty bummed I missed out on LLY

DLamikins

Some tard in here literally last night said “Buy NVO short LLY” . The next day NVO drops 2% LLY pops 6%

Capt1an_Cl0ck

It’s ok. LLY is printing💰💸💶

Recent_Register_2952

I hate you now LLY

No-Improvement3164

LLY dumped only to recover everything? Explain

Yokeyoyo

LLY is my favorite stock

Brinkken

You don't have to buy leaps. You can buy deep itm 100-120 day long calls and roll every 60 days or so. Your long theta is a bit greater, but you get better leverage, and you can roll out every 45-60 days to keep your theta manageable. I have had my short calls cap my profits twice this year. First on GLD in April, and recently on LLY. Both rose so quickly I had to roll up and out multiple times in a few weeks. In both cases I ended up with big short calls that prevented me from immediately liquidating highly profitable positions because I have to spend more than a month burning off theta on the shorts. In the case of LLY, I decided at a certain point to let my short call go ITM and accept that I'm just going to share profits with my short going forward so I can eventually close the position on expiration week of my short call for the difference between the strikes plus the extrinsic of my long minus whatever minimal extrinsic is left on the short. So now I have a 650 long strike Nov 21st and a 710 short strike Sept 26th, with LLY at $734 today as of close. Kind of painful watching six of every seven dollars profit go to my short now, and might get extra painful as delta rises on the ITM short as it nears expiration, but it was nice yesterday when LLY dipped to watch 5 or 6 of every 7 dollars come out of my short, so it's also weirdly a profit buffer once you are deeply in profit. I think it's a good thought that you have to let your longs run a bit initially to see if they are going to suddenly take off before you sell your short. You should also sell shorts that are less than half the delta of your longs, so even if things get out of hand, your longs are appreciating with the underlying at least twice as fast as your short initially. As I said, it can be painful to watch some of your profits go to your shorts if you hit a big winner, but if you play it right you still win big, and you sell the shorts to maximize the much more likely case that the underlying increases slowly or trades flat.

Livueta_Zakalwe

I like to buy extremely profitable blue chip stocks when they decline 15-20% after an earnings report that wasn’t even bad, maybe even good, but one expected box wasn’t checked. A great recent example is LLY, which beat earnings and revenue expectations, but their new weight loss drug was only 14% effective instead of 15%. Stock tanked the next day, a few weeks later it’s higher than it was before the report. You get a few of these every year, like shooting fish in a barrel.

Yokeyoyo

EOD tomorrow- LLY $749, NVDA $190

Warningyouthistime

LLY was fun today

Automatic-Scene5621

Sorry to hear that. I get greedy too often. That’s why I sold my UNH calls at open that Friday when the news broke. Also had LLY calls I sold at the same time. If I had held those LLY calls, whew! I still made a nice profit on them but not like I’d be looking at today

Yokeyoyo

LLY to 800

Alwaysfavoriteasian

Hope this carries into tomorrow. I have a 577 qqq call. Also I hate when ppl convince you to not make money. I wanted to by LLY but nooooo there's too much completion and then, bang $40 up a share cuz I was right.

snem420

Every time LLY has not bad news, NVO goes down then steadily climbs out of the dip. Sell puts, cash out rinse repeat can’t go tits up

Prayaa

Well LLY has saved two weeks worth of losses in one day. Let’s help the obese!

Yokeyoyo

LLY 🚀🚀🚀

powerboner

LLY tryin’ to get cracked huh. Come here cutie

Money_Law7344

Just wanted to thank LLY for coming back to life

Same-Fox9304

So you don't have any arguments. There are shorts and there are longs. I posted my long thesis. You have no short thesis, other than you saw some people on X who are short VKTX. I did see one of those pharma guys bashing VKTX - he was comparing VKTX oral to LLY's injectable. In what world does a credible person compare oral to injectable?

LazerBurken

Yes. I'm afraid the guys at wallstreet pumping LLY right now are going to have a headache tomorrow when they realise it.

Recent_Register_2952

Alright now I'm fucking pissed that I dumped my LLY calls

Jballer200k

LLY dump time? I enjoyed the ride but now its time to sell the news.

Reuters-no-bias-lol

Long on NVIDIA, AMD, HOOD, RDDT, GS, JPM, GOOGL, APPLE, MSFT, META, LLY Have fun losing money. 

Warningyouthistime

I’m up 113% on my LLY calls that expire 9/19. Should I hold or sell?

SnowyFlam

LLY getting into the weight loss game, calls for days!!!!1

samsmithification3

Did you double down?!?! LLY up big today!!!

Neat_Database6685

Oh man, LLY up over 4.5% today…what would your calls have looked like?

LuhSwanky

Sold my LLY calls for a -40% loss yesterday and now they’re up 200% today, The world sure does love to spread my cheeks open I will say

ap485860281

Not disputing the focus of NVO's portfolio, just their execution. LLY is growing their market share faster than NVO. Better products, richer pipeline. NVO appears to have been more reliant on price increases to deliver performance. So, one approach is qualitatively better than the other to deliver long-term impact. And that's what the market seems to be suggesting when pricing the 2 stocks differently. YMMV.

Regular_Objective914

I see your point but investors can and will dip on news even if it's "good" because it might not be "good" enough like with LLY recently 😞

mrtrollmaster

Probably just cause LLY is a powerhouse and they already have the manufacturing and distribution advantage built in. They just need their own “good enough” version to market in their sales pipeline and they will print money.

Jballer200k

Where is the guy that told everyone to buy 720 LLY calls….once in a while I get it right.