LLY Lilly(Eli) & Co

$LLY has to bribe - not educate physicians to Rx orforglipron as a lousy med for obesity. It may have a usage in diabetes .. but a very poor obesity medicine .. if it can escape liver enzymes issue once thousands on top dose. $VKTX 2735 is a different animal and people who are willing to wait another year will gain a lot. Although I doubt VK will stay independent till then Don’t r / o Lilly looking into it

$LLY $NVO $VKTX unfortunately with it being a me too drug big pharma won’t pay multiple billions for something that marginally is better. They need real differential treatments. Lean muscle mass preservation or liver impact. Thats why $ALT is number one target here for huge BO 👏 🎉

$LLY $VKTX People here who don’t understand how clinical trials done and get confused by blindness don’t appreciate how much info CEOs gather from ongoing trials , particularly when placebo is small portion or easy to isolate. $VKTX CEO hinted to vomit rate from maintenance 21 wk data as early as June at MS notes . See below. “While more aggressive titration schedule could result in less favorable tolerability, mgt. has indicated they would not expect a materially different tolerability profile relative to Phase 2 “ He repeatedly talked about wt loss maintenance and tolerability wks preceding data release Astute people pay attention

$LLY Retatrutide phase 2 ( NEJM where we have details ) had a rapid escalation 4-8 mg arm that showed 17.5- 17.9 % wt loss non placebo adjusted at 24 wks , efficacy estimand. ( 16.2 % and 14.4% placebo adjusted wt loss for efficacy estimand and treatment estimand respectively ) Tirzepatide was about 12.6% wt loss - non placebo adjusted - at 20 wks in monthly escalation. $VKTX 2735 > 15-16% at 21 wks will be excellent - non placebo adjusted. $NVO UBT was from tiny sample phase 1 and 40% vomit at top dose .so it is non representative of reality. We should hear some phase 2 data from China soon.

Rotation into defensive sectors like healthcare this morning. Here's $LLY which continues to set up constructively.

$LLY is going to be in second place. ....$VKTX is going to take all your Market Share away.....VKTX has a better wieght loss Drug.

$LLY $NVO $OZEM This article is complete bullshit. Wegovy pill was Much more effective thab Foundayo in trials. Foundayo also has a higher drop out rate.

$LLY Eli Lilly’s Foundayo: 64.2K → 57.9K weekly scripts (-9.8%), reportedly. Heavy marketing, discounts and free samples can drive trials. But are patients staying and refilling? That matters more than a launch spike. $NVO’s Wegovy pill still leads oral scripts. #Foundayo

$LLY - Great off set for $NVDA . When tech and the market sells off often times healthcare is green. Long both with highest % and conviction for growth

$LLY only into those with a shareholder-oriented ceo not $VKTX and its ATM milking-shareholders obsession. $SPY

what $lly is going to fast food and sugar lobby ai agents will do to consumer companies hiding behind bad service and bloated support cord cutting will accelerate the iphone generation got themselves their cancel weapon

LLY Vs NVO: Foundayo Beats Novo’s Oral Semaglutide On Weight Loss, Blood Sugar In New Finding $LLY $NVO $OZEM https://stocktwits.com/news/equity/markets/lly-vs-nvo-foundayo-oral-semaglutide-weight-loss-blood-sugar-new-finding/cZMmU5cRBgI

Tale of Two Clouds Seemingly twins for years with their diabetes then obesity duopoly. One began to distinguish itself mid-2024. $LLY has now been above-cloud for a year which $NVO stayed below-cloud for almost two years.

$LLY lilly has so much else going besides diabetes drugs...but sure pump the weight drugs..! Go lilly

$LLY | Eli Lilly Drug Combo Spurs Record Weight Loss In Diabetes Study - Participants Taking eloraTZP Lowered Their A1C By Up To Avg Of 2.9% Vs. 2.4% With Tirzepatide 15mg - At 48 Weeks, All Combinations Of eloraTZP Met Primary & Secondary Endpoints - Participants Taking eloraTZP Lost Up To Avg Of 54.1 Lbs (23.3%) Vs. 34.4lbs (14.8%) With Tirzepatide 15mg - Plans To Initiate Phase 3 Studies Of eloraTZP Co-Formulation Product By 2026 End Using Optimized Escalation Schedule

In the Phase 3 REIMAGINE 5 trial, adults w/ type 2 diabetes taking the 1 mg/ 1 mg dose of CagriSema lost an est’d 12.4% of their body weight after 60 weeks, compared w/ 9.1% for patients receiving 5 mg of tirzepatide, which is the active ingredient in $LLY Mounjaro & Zepbound. $NVO CariSema delivered non-inferior blood-sugar reduction For Novo investors, the timing holds significance since CagriSema is one of the company's most important next-gen obesity assets, & the FDA is expected to decide on its weight-mgmt application in 4Q25, w/ the company targeting a launch early next year In the separate Phase 3 REDEFINE 9 study, the same 1 mg/1 mg dose produced est’d weight loss of 21% after 68 weeks in adults w/ overweight or obesity, compared w/ 2.0% for placebo. The drug combines cagrilintide, a long-acting amylin receptor agonist, w/ semaglutide, the GLP-1 ingredient in Wegovy.

$LLY - (Bloomberg) - Investors should expect Eli Lilly & Co. to strike slightly larger deals, along the lines of its $7.8 billion acquisition of Centessa Pharmaceuticals Plc, as it casts a wide net for assets in the “white spaces” of science, Chief Executive Officer Dave Ricks said. https://www.bloomberg.com/news/articles/2026-09-28/lilly-ceo-eyes-bigger-deals-in-hunt-for-pharma-s-white-spaces?srnd=homepage-americas

$LLY $NVO $VKTX Cultural mainstreaming is broadly bullish for the entire GLP-1 / dual agonist obesity space, including Viking Therapeutics (VKTX).  The Polymarket post accurately summarizes a real The Cut (New York Magazine) feature published around mid-September 2026 (“Sorority Row’s GLP-1 Secret” / similar titles). It describes college freshmen (and some upperclassmen) secretly using compounded semaglutide, tirzepatide, or even retatrutide to drop the “freshman 15” and meet extreme thinness standards for competitive sorority rush at elite schools. Students report mothers helping pay, vials hidden in mini-fridges, and a “skinny shot club” culture. Coverage has spread to Fox News and others. 

$LLY LLY has 70% market share in Injectables. Foundayo performing good given 3 months of lag from nvo's w pill! Total market share for LLY in Obesity and Diabetes space at 60%.

$LLY 1240 calls worth a peek next week ….maybe you folks will get the real price , a good luck!