LLY Word Sense - Wallsti

"MAKE" - highly voted

How to profit off fat people? 2024-02-27T09:20:25+00:00 1099 wallstreetbets

Now I gotta sell before the trial tests are done and they realize it makes your nipples hairy and your teeth fall out

Is there any way to still justify $LLY or $NVO up here? 2024-03-14T06:43:26+00:00 56 stocks

Even when Pfizer 'won' the Covid vaccine race it barely got much of a premium and soon viciously sold off.
But then GLP-1 took LLY off to the races with some breathtaking multiple expansion (reflecting earnings increases to come, of course).
[Someone on Twitter](https://twitter.com/DividendGrowth/status/1767731475380687184) pointed out: "Fifteen years ago you could have bought Eli Lilly $LLY at a 6% Dividend Yield and a Forward P/E of 8."
Each of these companies engage in massive amounts of R&D and it's a total guess which ones make it past regulatory approval across the world and have high efficacy and lasting patent power.
Just want to share this [incredible graph](https://i.imgur.com/oLNLWiz.png) showing the price/sales ratio of Pfizer versus LLY over time, going up to January 2024.

AI and Semi-conductors are the present and near future. What's the long game? 2024-02-25T22:20:17+00:00 34 wallstreetbets

Ozempic and Wegovy should make this a trillion dollar company in 2-3 years when the factories are pumping out drugs for 25 million obese patients worldwide.
Split the market with LLY and you have 12 million people worldwide giving the company $1k in profit each!
Mutual funds in Denmark can't hold more than 10% of a stock so it's continually being sold as it goes higher.

"MAKE" - recently

Victory for Eli Lilly (LLY) as the FDA begins shutdown of competing pharmacies selling their powerhouse weight-loss drug. 2024-12-20T00:52:02+00:00 3 stocks

It makes little sense to me why HIMS was down over 8% when their compounded drug is still technically flowing, but LLY is still stagnate (for now) with this fantastic news their compounding competition has to cease.
HIMS and Wegovy/Ozempic are still sexy namebrands the market recognizes.
Plus, for all we know the FDA won't go after Semaglutide for a couple months (new administration).
I'm not very experienced though.
I'm confident in LLY but not the inverse.

Victory for Eli Lilly (LLY) as the FDA begins shutdown of competing pharmacies selling their powerhouse weight-loss drug. 2024-12-19T21:13:28+00:00 4 stocks

They are going to have incredible profits moving forward.
If Semaglutide wasn't notably cheaper (for now) LLY would soon have a monopoly in my mind on an huge and expanding market.
Yeah it makes zero sense.

Eli Lilly (LLY) or Novo Nordisk (NVO)? 2024-12-17T06:00:40+00:00 2 stocks

Even if Mounjaro and Zepbound are better than Wegovy and Ozempic, I think NVO will be fine.
For now, I'm dollar cost averaging into both companies at a 90/10 NVO to LLY ratio.
The company overall has such an impressive balance sheet and performs so well financially in every aspect.
I don't suspect the growth will stop if LLY's new round of medication is better.
I think the growth will slow, but NVO will get back on track and make a better drug in the near future.

"MONTH" - highly voted

Has anyone on here actually become rich just from investing? 2024-08-21T13:32:25+00:00 250 stocks

I decide to join the DRIP program contributing initially $100/ month and changed to $500/quarter and occasionally added extra cash.
Today it is worth high six figures coupled with my 401K and about 10 other stocks - FB/META - $19, AMD - $2.50, LLY - $60, GE - $6 (pre reverse split) and few others - it has afforded me a comfortable life.
Success is slow and steady, it allowed me to retire early 10 years ago and now I live the good life.

Which stock is hidding in plain sight? 2024-10-04T23:21:54+00:00 103 stocks

Meta - 18 months ago.
I don't think anyone has answered the question - what company is firmly established, a well known brand that is doing great, making tons of dough - like AAPL in 2010, when it was trading at a P/E of SEVEN, and has gone up 100x or so since then.
RKLB or ASTS may 100x in 10 years - but they're still tiny companies not making money yet.

Weekend Discussion Thread for June 28, 2024 2024-06-30T12:44:57+00:00 8 wallstreetbets

Went grocery shopping yesterday at Meijer.
Noticed a ton of fake "sale prices" where the cost of the "sale" price was still more than a few months ago.
Anyways the real point of this story was that I noticed the alarming amount of very overweight people and I'm very confidently buying more LLY at open tomorrow.

"MONTH" - recently

Victory for Eli Lilly (LLY) as the FDA begins shutdown of competing pharmacies selling their powerhouse weight-loss drug. 2024-12-20T00:52:02+00:00 3 stocks

It makes little sense to me why HIMS was down over 8% when their compounded drug is still technically flowing, but LLY is still stagnate (for now) with this fantastic news their compounding competition has to cease.
HIMS and Wegovy/Ozempic are still sexy namebrands the market recognizes.
Plus, for all we know the FDA won't go after Semaglutide for a couple months (new administration).
I'm not very experienced though.
I'm confident in LLY but not the inverse.

r/Stocks Daily Discussion & Fundamentals Friday Nov 15, 2024 2024-11-15T13:43:46+00:00 6 stocks

I'm not a big fish but I've been buying a share every week the past month or so.
PE is more than half what it is for LLY.
Ozempic is the most well known weight loss drug.

Bought 150k of rivian, a failing ev company with an amazing vehicle 2024-10-13T15:26:55+00:00 2 wallstreetbets

I would however rethink the stop or it is possible you will auto sell at the low point and watch the stock rebound.
A few months ago, the S&P dropped near 1000 points and right back up in a day, and I auto-sold my holdings of 3 stocks, MSFT, SHOP, and LLY on the dip, only to realize they were sold later after they all shot past their original drop point.
I personally think you are making a great call, as long as you can be patient and don't expect to cash out in a few months.
You want to stay in the rally on a quick dip like that, so if you believe in the company, I'd abide against the stop.
I agree the Rivian vehicles are kick ass, and the tailspin Elon is in is a good thing long term for Rivian prospects, especially in California and wherever else Elons politics are toxic.

"KNOW" - highly voted

What is your top non Tech stock for growth and returns for the next five years? 2024-06-26T17:50:07+00:00 42 stocks

I don't know that there is a growth story that is underappreciated at this point and as a result I've been looking at quality slow growth/value names recently.
I've owned LLY for a couple of years now and there was incessant negativity about the obesity drug theme, but not so much with it nearing $1k a share.
The industrial/utility AI beneficiary trade got overdone imo (CEG, EME, PWR, VST, etc) and maybe they still do well over the next 5 years but I think you have to hope for a best case scenario.

What's your one "win big" stock? 2024-06-17T03:44:57+00:00 23 stocks

$30k at 150 cost basis pre-split here, feeling pretty good about next 5-10 years, don't know where else I'd put this money honestly.

Who should I trust? 2024-08-18T14:59:57+00:00 12 Daytrading

Those few people who barely cross your friend threshold.
I've seen Youtubers that seemed to start with good intentions drift to using their audience like an ATM.
Like you know damn well TSLA is riding on a magic carpet that could run out of it's fuel, imagination, any day now.
The vast majority are acquaintances that you kind of track and hope they do well but you aren't interested beyond a 10 second update a few times a year.
You have to pull your investment in people sometimes too or you will blow up your options in life portfolio.

"KNOW" - recently

Victory for Eli Lilly (LLY) as the FDA begins shutdown of competing pharmacies selling their powerhouse weight-loss drug. 2024-12-20T00:52:02+00:00 3 stocks

It makes little sense to me why HIMS was down over 8% when their compounded drug is still technically flowing, but LLY is still stagnate (for now) with this fantastic news their compounding competition has to cease.
HIMS and Wegovy/Ozempic are still sexy namebrands the market recognizes.
Plus, for all we know the FDA won't go after Semaglutide for a couple months (new administration).
I'm not very experienced though.
I'm confident in LLY but not the inverse.

Investing in AI with a 10-20 year horizon. 2024-11-26T13:45:49+00:00 11 investing

In my opinion, the generational winners will be companies with the largest datasets will prevail - GOOG=BIDU > APPL> AMZN=BABA > MSFT=META but there will also be industry specific players (like healthcare, i.e., drug discovery , possibly UNH or research hospital like MSK or Duke Univ), defense maybe PLTR, travel = BKNG, retail (specifically grocery) - any large chains with loyalty programs (they know a lot about you and your preference) or TSLA has more driving data, particularly for autonomous driving AI.
I would also not rule out Bloomberg as they have immense financial data sets and how companies interrelate.
MSFT except for OFFICE has been a follower or acquirer; they were way behind on AI and is the reason they partnered with OpenAI and did better PR.
I also suspect that APPL (I know they partner with OpenAI for the consumer front, but believe they have internal products) and AMZN have better AI tech as it is captive and will never be in the open market for competitive reasons.
If you can shorten drug discovery time and extend protection - it is a big win.

/r/Stocks Weekend Discussion Saturday - Oct 26, 2024 2024-10-26T19:19:24+00:00 2 stocks

VKTX is supposedly releasing Phase 1 oral results and Phase 2 injectable results during Obesity Week (November 4th-8th), so could be worth watching, and HIMS intrigues me in general as someone who will benefit from selling Ozempic-likes rather than someone who develops them.
I feel like I've missed the boat on this field of pharma, but at the same time I know that sometimes these things have a way of running way up.
I'd say NVO and LLY are no-brainer picks, but they've each had a run-up already, and I know the addressable market is massive (especially if they find these drugs are good for cancers, aging, alzheimers, etc.
On a purely anecdotal note I have multiple family members trying / using Ozempic, and I know others that *would* if they knew it would help / could get some cheaper - so the potential of it remains un-met in my view.
), but from what I understand there's going to be some patent expiry sometime soon and I'm not sure how that will effect either company?

"THINK" - highly voted

Which stock is hidding in plain sight? 2024-10-04T23:21:54+00:00 103 stocks

Meta - 18 months ago.
I don't think anyone has answered the question - what company is firmly established, a well known brand that is doing great, making tons of dough - like AAPL in 2010, when it was trading at a P/E of SEVEN, and has gone up 100x or so since then.
RKLB or ASTS may 100x in 10 years - but they're still tiny companies not making money yet.

Finally genetic engineering making moves 2024-02-27T15:36:32+00:00 97 wallstreetbets

But my point is, VKTX Viking therapeutics is not a genetic engineering company like CRSP EDIT etc.
The reason it's up today is strong phase 2 obesity data.
I think you meant to invest in VRTX and got lucky lmao, but congrats nonetheless!

Honestly fuck ozempic 2024-09-03T17:36:30+00:00 51 wallstreetbets

I do think they have a huge subscriber base and seem promising, so I can only guess it's some market overreacting cause.. but then again, the stock did go up a lot since beginning this year so could also be a price correction in combination with growing competition..

"THINK" - recently

NVO price action is concerning 2024-12-21T00:55:23+00:00 13 stocks

Reason: The drug test proved 22% weight reduction success while market is expecting 25%.
Don't you think it is silly issue as NVO can capture the market with price competitiveness.
Do not see price action, if you invest these companies, just buy them when they are crashed like today.
Any way, any drop in price, in good companies, are opportunity to buy more.
In fact, I purchased pre-market and market hours NVOX (2x of NVO) as I expect them to recover.

Eli Lilly (LLY) or Novo Nordisk (NVO)? 2024-12-17T06:00:40+00:00 2 stocks

Even if Mounjaro and Zepbound are better than Wegovy and Ozempic, I think NVO will be fine.
For now, I'm dollar cost averaging into both companies at a 90/10 NVO to LLY ratio.
The company overall has such an impressive balance sheet and performs so well financially in every aspect.
I don't suspect the growth will stop if LLY's new round of medication is better.
I think the growth will slow, but NVO will get back on track and make a better drug in the near future.

MRNA bounce incoming 2024-11-30T17:11:54+00:00 3 wallstreetbets

Honestly I don't think RFK will make it through the selection process.
He's said way too much crazy shit like WiFi causes cancer and that he did heroin often when he was in school.
He's got some decent ideas, but he's also got some super fringe conspiracy theories that will come out and discredit him.
If he is denied, these stocks will fly.
I'm considering buying some way out the money LLY calls for February.

"WEEK" - highly voted

444$ to 5,000$ - AVGO 2024-12-13T14:55:55+00:00 37 wallstreetbets

Unfortunately lost a good chunk of it buying AMD calls end of last week ![img](emote|t5_2th52|4260)!

What's going on with Novo Nordisk (NVO)? 2024-10-02T15:15:36+00:00 30 stocks

It is until it isn't; it's great when the theme in question is big but the moment others start to become competitive and/or trials start disappointing, the name is going lower.
There is already discussion of the next generation of obesity drugs and NVO's CB-1 drug didn't have great results the other week in terms of side effects/AE: https://www.fiercebiotech.com/biotech/novos-obesity-drug-linked-mild-moderate-neuropsychiatric-side-effects-phase-2.
I think the NVO selloff is overdone at this point, but not without some reason behind it imo.
VKTX's offering is highly regarded, with lower side effects than most.
"Compared to LLY it seems like this company is more focused and leaner, which to me seems like a plus."

ALT Obesity, hype is not over. Upside enormous 2024-10-21T09:01:42+00:00 13 stocks

TERN, GPCR, VKTX, also worth a look if you want a basket of GLP-1 style treatments that aren't either NVO or LLY.
VKTX have data coming out soon that could put some near-term pressure on ALT, TERN, etc.
though, so leave some room to average down over the next week or two.

"WEEK" - recently

Victory for Eli Lilly (LLY) as the FDA begins shutdown of competing pharmacies selling their powerhouse weight-loss drug. 2024-12-19T22:18:03+00:00 2 stocks

Preliminary it's hands down better with it taking 24 weeks less to achieve almost the same result (~2% difference in weight loss)

444$ to 5,000$ - AVGO 2024-12-13T14:55:55+00:00 37 wallstreetbets

Unfortunately lost a good chunk of it buying AMD calls end of last week ![img](emote|t5_2th52|4260)!

What Are Your Moves Tomorrow, November 19, 2024 2024-11-19T04:41:58+00:00 7 wallstreetbets

Is LLY really down $182 (20%) in a week because Brain Worm(tm)?