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 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 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 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 

Bumble, Shift4, Novo Nordisk, HelloFresh, Prosus and SK hynix are priced as if for the end of the world, though none should see falling earnings. Their next-12-month P/Es are 3.6x, 7.3x, 10.8x, 9.5x, 9.3x and 5.2x, and most are lower on 2027 numbers, versus about 10.3x for the S&P 500 at the March 2009 financial crisis trough. Consensus for Novo Nordisk and Shift4 is likely significantly too low. x.com  x.com  x.com  x.com  x.com 

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 

Thermo Fisher is too expensive to own at 26x next-twelve-month EPS with earnings growing only 10%. That is a 2.6x PEG ratio, not as stretched as FICO or Intuitive Surgical at their highs, but still no chance worth owning. @mathlonning, in the thread being answered, calls the valuation unsustainable. 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 

Eli Lilly is reasonably valued, not priced for perfection, given its growth and pipeline. @janthecurious1 argues that retatrutide's TRIUMPH-2 tolerability, including 33.6% diarrhea and 11.6% discontinuation at 9 mg, puts Lilly's roughly 28x forward P/E against Novo Nordisk's 12x in question. Novo Nordisk, by contrast, is priced for bankruptcy and needs good news and a return to growth. 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