Eli Lilly should see further positive revenue revisions as it expands the weight-loss market by reducing gastrointestinal side effects and lowering treatment costs. Strong demand for Mounjaro and Zepbound drove a second FY2026 revenue guidance raise in three months, to $91B-$92B from $85B-$87B. Lilly Direct and the Medicare Bridge program for seniors aim to make treatment cheaper. At 29x 2027 earnings against 15% revenue and 20% EPS growth projected for 2027-30, Lilly still looks cheap. x.com 

Eli Lilly's Foundayo demand looks stronger than its Q3 sales miss implies. The miss looks like timing and inventory, not weak demand: the pill now has about 40% of new US oral GLP-1 prescriptions, roughly double last quarter. Lilly has 63% of the US GLP-1 market; new overseas pill launches could add another leg next quarter. Foundayo could eventually outsell both Mounjaro and Zepbound. GLP-1 revenue funds Lilly's AI drug-discovery ambitions. x.com 

Eli Lilly cannot keep charging 2-4x the price of Novo Nordisk's older weight-loss drugs if Novo aggressively defends market share on price, because Lilly's drugs are only marginally more effective. That makes HSBC's view that weight-loss drug expectations are overinflated look obviously correct. x.com 

Eli Lilly's broader biology opportunity leaves far more upside than most appreciate. Q3 earnings crushed estimates as expected: revenue was $24.4B versus $22.6B expected, and adjusted EPS was $7.48 versus $6.50. GLP-1s fund its longer-term drug-discovery platform rather than defining the whole thesis. x.com 

GLP-1 drugs are a secular shift in healthcare spending, and Eli Lilly is leading it. Q1 revenue rose 56% to $19.8B, with Mounjaro up 125% to $8.66B and Zepbound up 80% to $4.16B, and full-year guidance was raised to $82-85B. GLP-1 patients are expected to grow from 20 million to 30 million globally by year-end, and FDA approval of the oral GLP-1 orforglipron expands the addressable market further. x.com 

Eli Lilly is overvalued and needs to pull back, since a 40 P/E is high for any biotech or healthcare stock, which keeps Novo Nordisk the better side of the pair. A post the author replies to calls Novo an excellent entry today but doubts shorting Lilly given how much it has going on. x.com 

Eli Lilly's GLP-1 and metabolic franchise can compound demand and cash flows while rate fears punish leveraged AI stories. It is preferable as a defensive-growth holding into its October 29 earnings over chasing a chip bounce. Continued healthcare volume leadership would support the sleeve; if semiconductors reclaim leadership first, the rotation is already crowded the other way. x.com  x.com 

Eli Lilly has the market momentum over Novo Nordisk in GLP-1 drugs. Lilly's Zepbound sold $4B in Q1 against $2.7B for Novo's Wegovy, and Novo's lawsuit over GLP-1 advertising looks defensive. Lilly's direct-to-consumer head start and manufacturing scale appear durable. A GLP-1 market heading to $100B by 2030 remains the most structurally attractive healthcare trade. x.com 

Eli Lilly looks expensive at 26x forward earnings when drugmakers usually get 20x. Fair value is about $820.69-$1,045, or 20x next year's $46.63 EPS give or take 12%, so the $1,215 price sits 16% above the top of that range. The valuation also leans on forecasts, with forward earnings 55% above trailing. This is a valuation-level read only, not fundamental work. x.com 

Eli Lilly's retatrutide should accelerate adoption because it raises calorie burn rather than merely suppressing appetite, a bigger leap than the previous generational change. Visible results could turn users into walking advertisements and create peer pressure. Lilly will probably become at least a $5 trillion company in the coming years, roughly 5x with a near-straight-line climb, on a projection of as many as a billion users. x.com