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 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 

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 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 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 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'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 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'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