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$LLY

Eli Lilly
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Eli Lilly develops and sells pharmaceuticals, including treatments for diabetes and cancer.

sentiment mix
bull 62%bear 8%neu 30%

signal summary

latest high-conviction thesis
Eli Lilly's GLP-1 franchise proves trillion-dollar preventive health thesis with oral Wegovy accelerating adoption 4x▾

Oral Wegovy at $150/month is driving record adoption (300k new scripts/week vs 200k), proving massive price elasticity and consumer demand for preventive metabolic medicine; Lilly Direct digital channel now captures >50% of new patients, bypassing traditional sales model.

alex cornellT1Invest Like The Best2026-04-21
confidence 88 / 100impact High
key themes
  • GLP-1 & Metabolic Drugs75%
  • AI Infrastructure33%
  • Healthcare Systems & Policy33%
  • AI Drug Discovery33%
  • AI in Healthcare29%

bull thesis · 16

83 / 100
  • •Jensen Huang reveals Eli Lilly as key customer driving Nvidia's biology foundation models
  • •Norges Bank CEO discloses $8B Lilly stake as GLP-1 leader
  • •Lilly CEO: GLP-1 franchise targets 1B patients, R&D time halved, AI boosting manufacturing

bear thesis · 2

27 / 100
  • •Eli Lilly's retatrutide potential priced in at 13x sales; pharma disruption ahead
  • •Eli Lilly faces GLP-1 commoditization as peptide value shifts from molecules to data

company research · 6 videos

mentions · 26

All-In PodcastJensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump)1 mentions · 1▲ 0▼ 0○ · 11 days ago
0:0012:0025:0037:0050:00
Asymmetric InvestingAsk Me Anything: July 2026 Edition2 mentions · 0▲ 0▼ 2○ · 2 months ago
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Antonio Linaresmy next stock picks after AMD and Palantir1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:006:0012:0018:0025:00
Peter H. DiamandisAnthropic vs. Alibaba, OpenAI Delays Its IPO, and the US Government Blocks GPT-5.6 | #2671 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0030:001:00:001:30:002:00:00
TBPNWWDC, Jobs Up Stocks Down, VC Horror Stories, Cars and Planes1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:0026:0052:001:18:001:45:00
SeedRocket TVAnthropic vs. ChatGPT, Ozempic Shakes the US Economy, and the Controversial Mythos Case | Roundtable1 mentions · 1▲ 0▼ 0○ · 4 months ago
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Peter H. DiamandisDemis Hassabis on AGI, Robots Scale Production, and Elon’s $1T Mars-Shot Comp | EP 2531 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0022:0045:001:07:001:30:00
All-In PodcastOpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0017:0035:0052:001:10:00
Asymmetric InvestingFINALLY! Hims & Hers + Eli Lilly1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:002:005:007:0010:00
Asymmetric InvestingAsymmetric Investing April AMA1 mentions · 0▲ 1▼ 0○ · 5 months ago
0:0018:0037:0056:001:15:00
Invest Like The BestGLP-1s, Peptides, and The Trillion-Dollar Health Revolution1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:006:0012:0018:0025:00
Asymmetric InvestingShocking Hims & Hers GLP-1 News1 mentions · 0▲ 0▼ 1○ · 6 months ago
0:002:005:007:0010:00
Antonio LinaresI Was Early on Palantir. Hims Is My Next Bet.1 mentions · 0▲ 0▼ 1○ · 6 months ago
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Antonio LinaresImportant WARNING to Hims Investors: The Timeline is Accelerating.1 mentions · 1▲ 0▼ 0○ · 6 months ago
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Antonio LinaresHims is Not What You Think It Is...1 mentions · 0▲ 1▼ 0○ · 7 months ago
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Asymmetric InvestingHims & Hers + Novo Nordisk: Everything You Need to Know | $HIMS $NVO1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Antonio Linares"Hims Will be a $2,000 Stock By 2030"1 mentions · 0▲ 0▼ 1○ · 7 months ago
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Antonio LinaresHims: A Once in A Lifetime Event is Coming in 2026.1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Antonio LinaresSuperpower CEO Max Marchione on AI Doctors, Peptides & Gene Editing1 mentions · 1▲ 0▼ 0○ · 9 months ago
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Antonio Linares"AMD’s Free Cash Flow Is About to Explode"1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:005:0010:0015:0020:00
In Good Company with Nicolai TangenDavid Ricks - CEO of Eli Lilly | Podcast | In Good Company | Norges Bank Investment Management2 mentions · 2▲ 0▼ 0○ · 2 years ago
0:002:005:007:0010:00
In Good Company with Nicolai TangenStan Druckenmiller | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
0:005:0010:0015:0020:00
In Good Company with Nicolai TangenShantanu Narayen - CEO of Adobe | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
0:0013:0027:0041:0055:00