Eli Lilly & Co. (LLY)

The weight loss part is driving the stock and the company has a very good hold on this growth area. Weight loss drugs also have very good other benefits. It is more diversified than NOVO which he owns. In time the insurance companies will have to cover these drugs.

He strongly disagrees with some analysts who say that the new weight-loss drugs won't move the needles of their company stocks. He expects huge demand for these drugs to battle diabetes, which would prevent many other diseases. He sees a lot of runway ahead for LLY and Novo Nordisk.

A winner over the last year. Obesity drugs are going to be everywhere, and sales estimates keep increasing. Valuation's moved very high on momentum. Catalyst for the next decade or longer will be pill form (set for approval in 2024) vs. injection, as well as tweaks to performance. The stock will trade on drug performance and market sentiment.

Difficult to predict success of wright loss drugs. Demand for products growing nonetheless. Difficult to predict success of business in general. Would recommend sector ETF instead. 

Its hit diabetes drug may be the best-selling drug of all time. It just hit all-time highs today.

The weight-loss jobs are the biggest innovation in pharma since the Covid vaccine. By market cap, LLY is the most important drug company in the world. Their Ozempic drug has been a huge successful, reducing weight and heart attacks. A negative side effect likely would have turned up by now, so he expect sales volume to keep rising, up to over $120 billion annually.

Loves the stock, but LLY has had a monster run this year. Is going down now, but it will bounce. LLY's drug will be the greatest performer of all time.

Is up 4% this month. To be disciplined, he took some money off the table.

Beneficiary of obesity drug development.
Healthcare sector growing. 
Demand for obesity reduction growing.
Selling on strength, but still owns shares.

Both companies are leaders in the diabetes market which is one of the fastest growing areas. Although Eli Lilly is more well rounded he has owned Novo for many years. They are both in a good spot in developing drugs for Obesity - the question is will the insurance companies cover these drugs since Obesity is not a disease.

Unlike other healthcare stocks, this has rallied 50% this year. Their diabetes drugs has great potential, but Wall Street doesn't appreciate it. LLY's Alzheimer's drug is in the late stages, also promising.

It's feast or famine here. The obesity drugs either fatten company profits or not. Lilly is, though its current rally is overdone.

Doing well because of its weight-loss drug and the prospective Alzheimer's drug. Valuation of 50x earnings is too high for him. Lots of froth. The market has a way of luring us in, and then the trap springs shut. Better value opportunities out there.

A pharma company that can do the heavy lifting in your portfolio.

Benefitting from weight-loss drug, which will drive the stock for a long time. A massive market. It's gone up a lot, so you'll probably see a pullback. Insurance companies should love the health benefits and eventually cover the cost.