LLY

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.

Dickylemons

All novo has done is just remarket sema over and over and they are starting to lose the patents. their pill is deff not better than LLY. LLY actually made a small molecule instead of trying to move a giant peptide across the GI tract You have food and water restrictions with novo unlike LLY which you can take whenever you want.

ballistic762

I fucking hate Novo Nordisk. Competition in the pharma game is absolutely brutal, and Novo Nordisk is getting absolutely smoked because of their comically lazy workforce. Their R&D teams are a running joke from what I understand. productivity levels that make government bureaucrats look like workaholics. While $LLY & $MRK in the US are grinding 60-80 hour weeks, pushing boundaries, and actually innovating, Novo’s crew is clocking in for cushy 9-5s (when they bother to show up), burning through endless PTO, stacking maternity and paternity leaves like it’s a competitive sport, and coasting on fat payroll with rock-bottom expectations. Most of them are straight-up checked out: relaxing, phoning it in

Zestyclose-Ice-3434

LLY is overvalued. Expecting dumperinho

twostroke1

Calls on LLY

Fler0n

Yet LLY soars, and NVO continues its freefall.. Man do I regret not selling NVO at +50% gain. Now I’m just holding it for the ride…

softtemes

LLY's pill is so ASS. Got some friends and a family member trying thatr shit, they all refunded, all their other medication had like 10% of the effect they used to have, nah fam. horrible horrible product

NicolaiOlesen

Yeah I don’t see the LLY hype. NVO is undervalued in comparison and NVOs pull shows better results

Poseidon_Dionysus

GLP-1 medications are blockbuster drugs like statins and ED or better. The market potential is huge. The side effects are few for the number of long term studies and usage. The benefits way overwhelm the side-effects. Statins are also accused of muscle loss but do you see any less usage or doctors stop recommending them? They save millions of people from heart issues. GLP-1 is better. It’s attractive for medical cause and non-medical users. Appetite reducer drugs similar to GLP-1s have been in use for years if not decades. Before Wegovy there was Ozempic, before Ozempic there was Victoza and before Victoza there was Bayetta. The profitability of NVO depends on marketing and selling their medications better than in the past. Pursuing illegal compounders in court or forcing them to use NVO patented drugs. Maintain existing patents, not being passive at their lapsing and innovate new medications to extend the patent duopoly and compete with LLY. NVO foundation board understands that to maximize worldwide health targets they can’t ignore the profit potential otherwise they will become irrelevant to their foundation principles. They can’t milk the cash cow without feeding it!

No_Cod972

AMZN offering same day delivery of LLY's weight loss pill. This is America and I like it.

Rendole66

LLY is up 0.12%, pretty sure that’s just normal daily movement what do you mean by reacting to this news? Lol

Local_Math_5512

I bought some $LLY following the new tariff announcement on pharmaceuticals. Funny how that Tariff announcement came immediately after the approval of $LLY's weight loss pill.

TehWildMan_

NVO's just absolutely jealous that semaglutide sucks in comparison to what LLY has in the pipeline, CargiSema is a laughable improvement, and they have nothing but dropped balls to show investors

toydan

both $LLY and $AMZN moving in the news

throwaway9gk0k4k569

It's funny you target Novo here when it's LLY that might have the problem. Digging up this quote from someone else: "Oral small molecules have a higher chance to lead to liver toxicity, which is a huge red flag, especially for obesity. If they can skip some safety checks now, and it turns out that there, in fact, were red flags such as liver toxicity, Lilly will be in big trouble (i.e., black box warnings on their label)." "No, there are no signs of liver toxicity for now, but Pfizer's small molecule (same class of drugs) was discontinued because of liver toxicity"

greenpride32

NVO isn't down from highs because of the criteria you mentioned. It's down because a blockbuster drug is expected to grow for several years until patent expiration. In the case of NVO, revenue growth has already stalled after just a few years. Part of that is getting squeezed by LLY, and part is pressure to lower drug prices. Lawsuits on drug side effects is "normal" - it just comes with the territory. It would be an extreme case if the FDA were to pull it. But NVO lost all of it's multiple premium because they are projecting revenue decline this year.

ccroz113

LLY is launching a new one that actually promotes muscle gains rather than loss. A doctor recently explained it to me a lot better than I can, but I know afterwards I added some lol

stickman07738

Very happy, been owning LLY since $60/share

ManBearPig_1983

Good scalp trade. LLY used to be that for me.

OrthoImpossible

I loaded up on Eli Lilly, ...numbers and news are great, earnings on end of april will be even greater... hope to sell @1300 US$ in sth like two months and then I take a break from this crazy casino.... #LLY

Tradingland

SGMT Billions in TAM for ACNE and MASH. Mid trial MASH data in couple of days MDGL LLY NVO AKRO ETNB

Lundhlol

4) Oral Wegovy’s effectiveness falls massively if not taken on an empty stomach. Not a concern with LLY’s pill. Yes, that is typically what happens if you don't follow the instructions. A 30 minute window in reality is literally nothing. You wake up, you take the pill. Who in their right mind eats literally when they wake up? Half of you have a cigarette and a monster for breakfast anyways.

throwaway9gk0k4k569

Beware a large number of the posts in those subs are AI generated and it's basically a big LLY pumper operation. There's a lot of real posts there too, but once you start tracking the accounts it becomes obvious those LLY drug subs are part of a larger social media operation.

throwaway9gk0k4k569

LLY pumpers be desperate.

log1ck1717

I literally sold my UNH for LLY today, WTF?

DYRTYDAVE

Clearly inferior to objections because they are less effective and less tolerable on the whole. That's due to low bioavailability. Additionally, these are single agonist pills, and we've already seen dual agonists are clearly superior to single agonists on the injection side of things (LLY mounjaro has dominated NVO wegovy), and that'll bear out again on the pill side once a dual agonist pill hits the market.

dobby0808

Few things here: 1) The number of patients who will ever see the trial data is a rounding error. 2) Similarly the number of prescribers who actually will see the trial data and compare it in this way will be extraordinary small. Food for thought: NPs write about a quarter of all GLP1 Rxs. 3) Price plays a huge part in patient choice. If the LLY pill is the oral option on their formulary then this effectively becomes their only option.  4) Oral Wegovy’s effectiveness falls massively if not taken on an empty stomach. Not a concern with LLY’s pill.  This will certainly damper sales of oral Wegovy and expand LLY’s offerings to capture additional slices of the potential market. 

Buddah_Chillz420

NVO is in serious value territory, calls. Short LLY.

Kalaka

If you gonna go with one it’s LLY for me. Retatrutide destroys the other glps and so far with way less side effects. Could be huge 

bashuls

"no food restrictions" bro, this is so overblown by LLY's smart marketing team.  Just take the nvo pill, it costs the same, is 25% more effective, has 4X less side effects and after you pop one in the morning, just have a long shit, take a shower and slowly start prepping your breakfast. By the time its ready to eat the 30 mins have expired. 

pembrokesalad

Man I’m a holder of LLY stock but am hesitant to invest more simply because sema will become / has become generic in many countries and so margins will crash and even though there are more effective and easier to take drugs, people will be driven to cheaper cost alternatives.

Far-East-locker

You take the pill to not eat, so first thing in the morning.  It actually help you to be more disciplined to take the pill where LLY it is easier to forget

sparkymark75

On the face of it, not too onerous but compared to the LLY pill with none of this 🤷‍♂️

Scared-Ticket5027

LLY saw everyone struggling and said don’t worry we monetized it

Far-East-locker

3% less effective than Wegovy pills 4x higher drop out rate during trial because of discomfort.  The most important thing is, it Cannibalize its own more expensive and profitable injection  That’s why the stock price barely moved after the approval.  Be extra careful when buying LLY It is a very expensive stock.  While the number of user will keep increasing, it will be harder to keep up with the same margin because NVO is dropping the price and it’s own oral pill. 

der_physik

Which of the two, LLY or NVO?

Visual_Animator1232

$25/month with insurance. $149 self-pay. And Novo's oral Wegovy is literally the same starting price because they both cut a deal with the White House. This isn't just a drug launch, it's a pricing war and LLY has deeper pockets to win it.

Embarrassed_Essay_61

Bro I'm not even obese I just want to lose 15lbs before summer and now there's a once-daily pill with no food restrictions. LLY really said 'we got you, king.

NaiveMercury

Bearish on LLY and NVO These oil prices will nudge obese americans to walk more and there will be less need of GLP1s

anthronyu

It’s overpriced. If the NVO pill did nothing for the stock why would the LLY pill ?!

anthronyu

LLY puts time for after earnings. Hopefully a spike to $1000 will make the $950 mays cheap

SchwiftySchwifferson

I chased LLY calls now I’m scared I’m holding bags. Help

Samjabr

They think because they have the top fat-kid drug, they are the top dogs Puts on LLY - this won't go well for them [https://www.cnbc.com/2026/04/01/eli-lilly-opposes-trump-mfn-drug-pricing-law-ceo-ricks-says.html](https://www.cnbc.com/2026/04/01/eli-lilly-opposes-trump-mfn-drug-pricing-law-ceo-ricks-says.html)

ContributeAVerse

Thank you LLY for making up for my spy puts

powerboner

Goddamn LLY

OkAlternative7705

WHOEVER HERE TOLD MY TO BUY LLY CALLS. Thank you. I just bought and sold 1 for 100 dollar profit.

LaserBeamer17

Mainstream news has yet to pick up story on LLY, calls are cheap

LaserBeamer17

LLY just got FDA approval on their weight loss pill FOUNDAYO. Buy as many calls as you can

fredditf

LLY says the FDA approved Foundayo, its once-daily oral GLP-1 for adults with obesity or overweight with a related condition. Lilly says the drug was cleared 50 days after filing under the FDA’s CNPV pilot.

dvdmovie1

IMHO, when you're a growth pharma story and the market asks what's the next big thing you have in the pipeline and the answer isn't compelling, the re-rating is often very, very significant. Gilead was a growth story on the Hep-C drugs in the mid 2010's and then when those started to cool, the market wanted what was next and there.. really wasn't a whole lot. The stock started to erode, they threw a huge buyback at it and it kept eroding. It didn't get back to the 2015 high until 10 years later. Cagrisema was not the follow-up that the market wanted (and costs more to make.) NVO fumbled their share in one of the biggest new categories in ever and I don't think people appreciate when you do that, shareholders lose confidence and the stock becomes a "show me" story. The CEO was booted and then the new CEO tells people "it's going to get worse before it gets better." They've taken down guidance for four straight quarters, which is impressively bad. There was also the story about how they seemed to forget to pay to renew the patent in Canada. LLY has clearly taken the lead. The decline of NVO has gotten excessive, but it's not without reason. I don't own NVO, but I think there's a decent chance people do reasonably well with it buying here if they have a longer-term view. If someone expects a sustained turnaround tomorrow they're going to be disappointed.

ballsonreddit

How tf does LLY have so much money. Every week I see an acquisition for $1B+

Far-East-locker

LLY have the same thing in the pipeline as welll, coming out later this year 

Avocadonot

And NVO / LLY What could go wrong

Far-East-locker

The market is growing, the margin is shrinking fast. LLY will fall fast too It went up so much because of scarcity. Now that without shortage, and the new player coming in, everyone will have to lower the price and play I started a position at $36. It will never go back up to ath, but once the war is over it should at least go back up to high 40s

throwaway9gk0k4k569

LLY is desperately trying to pump right now and is paying multiple publishers to run articles. It turns out NVO going into price-war mode is going to drag LLY down too. Whoops!

gatovision

LLY is still almost a $800B mcap, NVO already got dismantled, LLY has to try everything to keep their hype growth stonk status rolling and stock price up which is why they’re doing all these buys. High pressure in this market.

sargsauce

Well, I bought some LLY on Friday, so I guess I hope the market likes it. But this is bullshit.

Jadedtrader33

LLY puts.

necarpenter417

Will my LLY calls print? If we have to draft fat Americans, we're gonna need them skinny and fit asap

Hamzehaq7

tbh, sounds like you're in a good spot with your finances. if those stocks are giving you anxiety, maybe that's a sign to ease off a bit. LLY's been solid, but NVDA and AVGO are kinda volatile. if you're feeling more comfortable with the SPY, it could give you that sweet diversification and less stress. just make sure you’re cool with the potential for less upside. what's your timeframe looking like?