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'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 

Novo Nordisk is priced as if its story were permanently broken, and it is not. GLP-1 competition, pricing pressure and weaker guidance are fair concerns, but it remains one of the most important healthcare companies in the world, in one of the biggest markets on earth. Along with ServiceNow, it is one of the two names most liked at current levels, and its drawdown looks interesting. x.com 

Novo Nordisk carries too much legal drama to invest in, with lawsuits piling up. The latest, per @AIStockSavvy, is Viatris suing Novo over a patent dispute on generic Wegovy. 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 

Novo Nordisk is an excellent stock to accumulate gradually after falling more than 70% from its peak, with 2026 looking like a near-term bottom. At about $40.50 it trades at 11-12 times forward earnings, below peers, and analyst targets of $57-65 imply 40-60% upside. Indirect April data show 25mg oral Wegovy beating rivals on weight loss with milder side effects. An OpenAI drug-discovery alliance, a DKK 15 billion buyback, a 4.45% dividend yield and gross margins above 82% add support. x.com 

Eli Lilly merits an Overweight rating and a $1,300 December 2026 target because its pipeline extends the GLP-1 franchise well beyond obesity, and the supply worry that distracted the market is over. Orforglipron, the key underpriced catalyst, beat Novo Nordisk's oral semaglutide in Phase 3 without food or water limits and launches in H1 2026, opening a far larger pill market. Zepbound sales rose 123% and Mounjaro hit 758,000 weekly scripts, driving leverage. Novo's CagriSema is the main risk. … Show more

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 

Novo Nordisk could run with healthcare stocks as tech sells off, helped by the midterm health trend of the last 20 years. The market seems to be looking for value in health and pharma. Novo's $11.8 billion in free cash flow and major buybacks at these levels should eventually lift its depressed price once investors realize Novo and Eli Lilly can both do well in oral GLP-1s, where Novo leads. Novo might have found a bottom. x.com 

Hims & Hers is one to avoid because it has been forced out of higher-margin compounded GLP-1s into lower-margin business. x.com