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 

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 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 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 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 

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 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 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