LLY Lilly(Eli) & Co

$LLY Retatrutide performance in Triumph4 was not the most exciting in terms of tolerability. .. not sure why. Female 63% so standard. Total DC rate of 29% is double what average reported by TZP ? Also double vomit rate vs TZP .. Serious AE higher in active arms and breakdown of why people DCed below. Also still imbalance in MACE ? $NVO cant put its eggs in the GGG basket ? GLP1 GIP will rule .. $VKTX

$LLY $NVO $VKTX Even if NVO wanted to wait for their GGG the timeline destruction of their pipeline would be tremendous. Earliest release is 2030. Cagrisema can’t compete with Tirzepatide and by 2029 Viking, Roche, Kailera will all have FDA approval. NVO is critical to the Danish GDP and I almost certainly mgmt has been contacted behind closed doors to express concern over the SP and decreasing market share. Besides Semaglutide loses patent protection in 2031 so they have to act sooner than later. VKTX and KLRA are the two most obvious M&A options for Novo…

$LLY deal with $HIMS with undisclosed financial agreement reflects current and emerging future competition on tele health .. as $VKTX departed CCO was also working on getting similar deal with a likely rebate or discount structure. Obesity will get more interesting once serious competitive assets are approved. $NVO sema, sc or oral , is not at the level to impact Lilly long term strategic planning Today sc Wegovy numbers down. Novo will act sooner or later, likely sooner Zepbound TRx grew 2% w/w and NRx grew 1% w/w, with TRx ending the week at ~855k vs. the prior week's ~839k. Wegovy TRx fell -1% w/w and NRx fell -2% w/w, with TRx ending the week at ~323k vs. the prior week's ~328k.

$LLY Candel Therapeutics ($CADL ) is advancing its cancer immunotherapy pipeline, with several important clinical and regulatory catalysts ahead. Key Bullish Catalysts: Prostate Cancer Breakthrough: Its lead candidate, aglatimagene, demonstrated a 41% reduction in the risk of recurrence or prostate cancer-related death in intermediate-risk patients. Upcoming BLA Filing: The company plans to submit a BLA in Q4 2026, potentially paving the way for a 2027 commercial launch if approved. Lung Cancer Development: Its global Phase 3 AURORA trial is advancing in non-small cell lung cancer. Expanding Pipeline: Additional development in recurrent glioblastoma creates further long-term opportunities. My Take: CADL has meaningful upside potential driven by clinical progress and its upcoming regulatory milestone. However, FDA approval, trial outcomes, and commercialization remain key risks.

Thursday Trading Plan | November 5 $LLY 1480C above 1450 Target: 1480 Stop: 1408 $JPM 355C above 352 Targets: 359.05, 366.50 Stop: 344.73 $SNDK 1000P | Failed Breakdown / Short Pivot: 1000 Target: 998.19, then lower if support breaks Stop: 1124 $MU 750P below 780 Targets: 750, 737.88 Stop: 818.67 FOLLOW US FOR MORE LEVELS & ALERTS 🚨

$LLY Revenue: $24.4B vs. $22.61B est. ✅(+39% YoY) Adj. EPS: $7.48 vs. $6.50 est. ✅ (+7% YoY) ▫️Mounjaro rev $10.7B ↑ 65% Raises FY'26 Sales Guidance from $85B-$87B to $91B-$92B 🔥

$LLY should probably just buy $HIMS at this price. Eli Lilly is allowing HIMS to offer its FDA-approved obesity medications directly through the Hims & Hers platform. The biggest unanswered question is how much money HIMS earns per prescription. Neither company disclosed the revenue-sharing terms or HIMS' margins in the announcement. I hope this is brought up in the call. At the end of the day this partnership addresses two important risks: access to branded medications and the regulatory uncertainty surrounding compounded GLP-1 products As a shareholder I wanna say: HIMS is for sale, and I’ll take $75/share There’s a strategic advantage for a huge pharmaceutical company to buy the subscriber base and push their own drugs

💊Eli Lilly $LLY announces its new obesity pill, Foundayo, significantly reduced sleep apnea severity in a late-stage clinical trial — CNBC.

$LLY $VKTX Consolidating near the highs is very bullish/only about 1% pullback. Moving averages all moving up and catching up to the price is prepping for the next leg up… if you care about the technicals. Could be wrong as low float stock but theoretically its a good setup.

$LLY Only thing holding LLY is this AI Mess! LLY is in a breakout! Go LLY, Fly like an Eagle!

$LLY · $HIMS 🤝 Eli Lilly and Company and Hims & Hers Health, Inc. signed an agreement allowing eligible patients on the Hims & Hers platform to access Zepbound and Foundayo at the same self-pay prices available to other patients. Actionable market event

$LLY Jefferies upgrade today to 1700 was eye opener for LLY Trend. They are saying twice the US Market to be worldwide outside US. This is huge!

$LLY Zepbound is the most effective drug ever. This has only begun… As insurance realizes healthier people are cheaper to insure, more will be accepted in insurance plans.

$LLY Elon hyping up LLY to round out an incredible week. Can’t wait to buy a rocket car with LLY earnings.

$LLY | UBS Maintains Eli Lilly at Buy with $1,625 PT on Obesity Growth and Earnings Momentum UBS stays bullish as obesity and diabetes demand, stronger guidance, and global franchise expansion drive continued upside. Follow more analyst insights on other tickers .

$LLY Another leg up $1480 maybe over $1540 it just gonna pop on some more upgrade or any good news. Well nothing but, good news sifar.

$LLY $VKTX Amazon and google missed earnings. Money is pouring out of AI into other growth areas my opinion on LLY run up. Should be good for viking tomorrow again 🤷‍♂️

$LLY - stock bottomed for the day…expect strong rally into close and price target raises tomorrow

$LLY another great example of the "First Gap = .382 level" rule, almost a pefect hit. Last week someone insulted me for it.... I did a study on it and even published it here, no1 cared 😁😂 -- That also means, the move is over 😉

$LLY this bich is bloated to the neck, short here with everything all the way back to 500……just needs a financial weight loss to cut all that fat