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 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 

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 results showed weight loss of more than 30%, a strong positive for the stock. x.com 

Retatrutide could give Eli Lilly cancer benefits beyond weight loss. A 47% reduction in breast cancer relapse adds to earlier mouse findings of fewer pancreatic cancers and lung tumors. Those mouse findings have not been tested in humans. x.com  x.com 

Eli Lilly is too expensive a stock to be interesting, and its oral pill Foundayo is not serious competition for Novo Nordisk's oral Wegovy. A post the author quotes calls the launch a disaster: Lilly still hasn't given prescription figures three weeks in, as Novo did in January, and 35% of volume coming from telehealth suggests Lilly Direct is not performing well. x.com 

Eli Lilly's retatrutide looks like a blockbuster with out-of-this-world revenue potential. CEO Dave Ricks vouched hard for it, saying it 'can really change what's possible for people with more advanced diabetes and obesity.' As a reply notes, a public pharma CEO would not say that lightly on the record. x.com  x.com  x.com 

Eli Lilly's retatrutide posted very impressive Phase 3 results and could become the best-selling drug ever if it preserves muscle better than rivals. At 80 weeks, patients on 4mg, 9mg and 12mg lost 19.0%, 25.9% and 28.3% of body weight, and 27.9-30.3% at 104 weeks; 62.5% on 12mg lost over 25%. As a triple agonist it can deliver better results at lower doses than semaglutide and tirzepatide, with better visceral fat, cholesterol and blood sugar markers. Muscle-preservation data isn't in yet. … Show more

Eli Lilly's oral GLP-1 pill Foundayo is an absolute disaster, and the stock cannot keep pretending otherwise. Per @investseekers, it logged 5,167 prescriptions in its 10th week after launch, versus 71,988 for Novo Nordisk's oral Wegovy in its comparable week. Over the long term people will prefer pills to injections, so retatrutide does not make the pill irrelevant. x.com  x.com  x.com 

Eli Lilly can reinvest its GLP-1 cash flow into biological intelligence, building on the growth of its metabolic drugs. AI agent swarms working on scientific problems underpin the view that Lilly is becoming the world's most important AI company and could be the largest US company by decade's end. 2027 will be a year of cures and AI-driven scientific breakthroughs. x.com