LLY Lilly(Eli) & Co

$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 Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $7.48 up 6.55% YoY • Reported revenue of $24.4B up 38.61% YoY • Lilly raised 2026 revenue guidance to $91B and updated performance margin guidance to 52.0% to 52.5%; full-year non-GAAP EPS guidance is $35.00 to $36.00.

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

$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

$LLY love lilly..excellent company..but TECH DOMINATES. We cannot live without our devices and technology supports med research. Buy both be prudent be safe!

$LLY More upgrades for LLY BMO to 1650 from 1400 Citi to 1650 from 1600 Scotia to 1605 from 1300 MS to 1596 from 1430

$LLY CNBC and Ricks this morning. Summarized for those who missed: People using GLP1s are at 10% in US and 3% worldwide, so market is increasing 4 super hit molecules On medicare, US will save 25B in 10 years Drop out rate is low in Medicare due to affodability for $50 co-pay Drop out rate is in general low if Insurance or companies cover for most cost. Eloratintide has very very less GI issues with 19% weightloss

The market needs more peptides. Obviously, even stocks like $LLY are not going to be immune against market-wide panic selling.

$LLY ai was pitched as a shortcut to new drugs. seems like a trial still takes years and real patients and real money, and no model output shortens the part where biology says yes or no