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'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 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 

Eli Lilly's fundamentals are on very strong footing. Q2 revenue rose 48% year over year to $23B as demand for Zepbound and Mounjaro keeps up, and the oral GLP-1 pill Foundayo completed its first full quarter. The company raised its full-year revenue guidance to $85-87B, its second raise this year. The chart is now setting up for a breakout. 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 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 is well positioned for an AI-driven biotech boom, and strong Q2 results back that up. Revenue reached $22.97B against $20.59B expected, with Zepbound at $4.93B and Mounjaro at $9.9B both ahead of estimates. Lilly raised full-year revenue guidance to $85-87B from $82-85B and committed an additional $4.5B to expand manufacturing. x.com  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 

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