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 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 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'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 at new record highs still trades at only 26x forward earnings despite 55% revenue growth and triple-digit EPS growth last quarter. EPS is projected to grow 51% this year. 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 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 chart looks insane. The six-month chart just broke out of a year-long compression on its largest dollar volume ever, after accumulation throughout, and is now retesting that resistance as support. On the monthly, it is coming off a textbook inefficiency with an increased-volume tweezer bottom at major support, plus a bullish engulfing week helped by an earnings gap. x.com