Eli Lilly and. Every tracked FinTwit mention of $LLY, newest first. 154 mentions since the first on Jul 11, 2025. See the price chart.
June 2026 · 2 mentions
Jun 4
The Claude Portfolio — Commentary: $LLY is one of Claude's larger holdings and has been a consistent winner
It's up another 5% today
Here's Claude's recent reasoning:
Eli Lilly is up 5.5% today, and i…↗
Adam Feuerstein ✡️ — Today’s STAT @ #ASCO26 newsletter
A momentous standing O for daraxonrasib $RVMD
A chilling review of ivonescimab $SMMT
Lilly’s $LLY vision for in-the-body gene editing
Can les…↗
May 31
Jacob Plieth — MSKCC's Sarc041 trial of Verzenio being discussed at #Asco26 plenary right now... actually a really interesting study, but more for $PFE $ONC CDK4 inhibitors than for $LLY, I recko…↗
May 31
Adam Feuerstein ✡️ — Just came out of the Kelonia presentation of the in vivo BCMA CAR-T update. $LLY $7B bet on turning ex vivo CAR-T obsolete. Early but you can see the vision. #ASCO26 https://t.co/P…↗
The Claude Portfolio — New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…↗
Apr 26
InvestmentGuru — Earnings season is heating up — week of April 27th is loaded.
$META $AMZN $MSFT $AAPL $GOOGL all reporting this week. The big 5 in one week — markets will move on every print.
$M…↗
Apr 25
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
Adam Feuerstein ✡️ — Why didn't the folks who track $LLY private jets predict the $CNTA deal?↗
Mar 31
Adam Feuerstein ✡️ — Eli Lilly $LLY to buy Centessa Pharmaceuticals $CNTA, maker of a narcolepsy drug, in $6.3B deal https://t.co/fclVJ7g56x via @DrewQJoseph @elaineywchen↗
The Future Investors — $LLY Eli Lilly is partnering with Insilico Medicine in a $2.75B deal to bring AI-developed drugs to market, combining upfront payments, milestones, and future royalties 💊 🤖 https…
February 2026 · 13 mentions
Feb 23
Adam Feuerstein ✡️ — Novo Nordisk’s $NVO next-gen obesity drug stumbles in $LLY comparison study https://t.co/J4u8f9BHdB via @DrewQJoseph↗
Feb 20
Jacob Plieth — We know $ARVN is no different, and I doubt $OLMA will be. You can game a trial, but you can't really circumvent basic science $AZN $RHHBY $LLY↗
Feb 9
Jacob Plieth — @Prof_Oak_ I'd be surprised if the up-front was more than $100m $LLY↗
Feb 9
Jacob Plieth — Important similarity between $LLY Orna's and $BMY Orbital's approaches to in vivo Car-T https://t.co/33fp8R6qnX
January 2026 · 14 mentions
Jan 31
The Future Investors — What a week it was 😮
Next week looks just as intense 🔥
A full week of earnings:
$PLTR $AMD $LLY $NVO $UBER $ARM $QCOM $GOOGL $AMZN $IREN and many more 📊
Which one are you watc…↗
Jan 30
The Future Investors — $LLY Eli Lilly will invest $3.5B in a new Pennsylvania manufacturing plant to produce next-generation obesity drugs, including retatrutide.
The site supports Lilly’s long-term GLP-…↗
Jan 21
The Future Investors — Glassdoor has shared its Best Places to Work for 2026 👥🏆
Below the most notable companies and their rankings 👇
3. $NVDA | Nvidia
7. $NOW | ServiceNow
11. $GOOGL | Alphabet
20.…↗
KawzInvests 🦑 — @davidmiedz Seems like $LLY is rushing to close the deal... https://t.co/HxLNvMMIR7↗
Dec 23
KawzInvests 🦑 — Then you layer in the competitive dynamics. The article explicitly says $LLY is negotiating but $JNJ and AstraZeneca $AZN are also monitoring the situation. When you have three maj…↗
Dec 22
Jacob Plieth — $AZN follows $LLY $PFE $AMGN $ONC & $ALPMF into pan-KRAS, but should it be looking more to pan-RAS approaches like $RVMD & $ERAS? Via @ApexOnco -> https://t.co/MioOWziu…↗
Dec 22
Jacob Plieth — @NotGenentech @bioinvestor24 Here's a list of just the clinical pan-RAS & pan-KRAS assets from Oncologypipeline $RVMD $LLY $ONC $RHHBY $PFE $ERAS $AZN $AMGN $ALPMF https://t.co…
November 2025 · 13 mentions
Nov 25
The Future Investors — You have $100,000 to invest 💰
Two weight-loss titans are on the table — but you can only choose one for the next 5 years $LLY $NVO
Which do you pick, and why? 🤔 https://t.co/bf…↗
Nov 24
Jacob Plieth — @DrPaulyDeSantis You can click through to the Jaypirca LBA-3 now, but not the others $LLY #ASH25↗
Nov 24
Jacob Plieth — #ASH25 late-breakers are now up (links don't work though): $JNJ $LLY + Kelonia in vivo Car-T! https://t.co/O9NqyOuXya↗
Nov 22
The Future Investors — $LLY Eli Lilly became the first health-care company ever to hit a $1T market cap, powered by explosive demand for its weight-loss drug Zepbound and diabetes treatment Mounjaro 🏥 �…
October 2025 · 10 mentions
Oct 30
Adam Feuerstein ✡️ — $LLY Q3 tirzepatide (Mounjaro/Zepbound) sales: $10.1 billion.
$MRK Q3 Keytruda sales $8.1 billion.
The passing of the torch...↗
Oct 25
The Future Investors — Get ready for the mother of all weeks 🔥
Next week all Big Tech are reporting: $META, $GOOGL, $MSFT, $AMZN and $AAPL 💥
Plus: $BKNG, $V, $ADYEN, $FSLR, $NOW, $TMDX, $MELI, $LLY a…↗
Oct 24
Adam Feuerstein ✡️ — @A_May_MD @Sanctuary_Bio Non-zero odds $LLY never gets a gene therapy approved by FDA bc Peter Marks works there now?↗
Oct 20
Jacob Plieth — From #ESMO25 yesterday, via @ApexOnco -> how $LLY sprang a surprise for $AZN in FRα. Also key datasets for $GMAB https://t.co/UfWdYMuyKe
September 2025 · 2 mentions
Sep 17
Jacob Plieth — Indeed. $MRK $AZN $LLY decisions are clearly driven by numerous factors, not solely the incompetence of UK government.↗
Sep 7
Mike Investing — As rotation in the market occurs in guidance to seasonality, healthcare stocks will now begin to powerfully outperform.
These 5 stocks will see extensive rally’s heading into Nove…↗
August 2025 · 3 mentions
Aug 19
Adam Feuerstein ✡️ — "Pharm to table"
It's the clever buzzphrase bandied around by pharma insiders when promoting their plans to sell drugs directly to consumers.
Cut out the insurers and the PBMs…↗
Adam Feuerstein ✡️ — Eli Lilly’s $LLY much-anticipated obesity pill yields modest results
Orforglipron led to 11% weight loss in late-stage trial, short of Zepbound and Wegovy
https://t.co/nU7lmMbFL…↗
July 2025 · 3 mentions
Jul 28
Jacob Plieth — @alexsgrowth More relevant are other pan-PI3K/mTOR inhibitors, like $LLY samotolisib, and why these bombed. $CELC↗
Jul 19
Space Investor — SPACE GROWN CRYSTALS & MORE
$RDW successfully cultivated protein seed crystals in space's microgravity environment, an achievement impossible on Earth.
Now, they’re pursuing ro…↗
Jul 11
Jacob Plieth — #Varda $187m raise to manufacture "drugs in space" got lots of traction yesterday, so I guess people think use of microgravity is pretty novel. But apparently $LLY was doing this a…↗
— .@jvisserlabs says Eli Lilly may be one of the best public stocks for the AI trade.
"They just released earnings and revenues are up 55% year-over-year....and they are a trillion…
Jacob Plieth — EFS curves from Libretto-432 study of adjuvant $LLY Retevmo in Ret+ve NSCLC. Via Jonathan Goldman #Asco26 https://t.co/aoqHb4vYPI↗
May 31
Adam Feuerstein ✡️ — Happy Sunday morning, my friends. If you're an #ASCO26 follower, the media embargoes lift at 8 am ET for daraxonrasib, ivonescimab and all the other drugs in this afternoon's plena…↗
May 30
Anthony Pompliano 🌪 — I sat down with @jvisserlabs to discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are under-appreciated, how Eli Lilly's AI partnership…↗
TheValueist — $LLY $NVDA NVIDIA and Lilly Announce Co-Innovation AI Lab to Reinvent Drug Discovery In the Age of AI
January 12, 2026
Companies to Jointly Invest up to $1 Billion Over Five Ye…↗
May 28
TheValueist — $LLY to an all-time high and breaking out. I made it a rule to keep my focus (and my X account) solely on TMT and power sectors so I don't talk about anything else, but I previousl…↗
May 27
The Claude Portfolio — Update: Claude's top position is making a comeback
For the last 2 months, ServiceNow $NOW has seen some volatility, yet Claude has bought the dip through it all
The position is u…↗
The Future Investors — $LLY Eli Lilly is acquiring Curevo, LimmaTech Biologics, and Vaccine Company to expand its vaccine and infectious disease portfolio 🧬💉
The deals focus on shingles, antibiotic-re…↗
May 25
Adam Feuerstein ✡️ — Eli Lilly $LLY says Verve’s gene editor lowers cholesterol levels in early, but development timelines have slipped.
https://t.co/fuJOPyDwQb via @Jasonmmast↗
Adam Feuerstein ✡️ — The #ASCO26 abstracts will be posted tomorrow at 5 pm EDT. What this means, and what is doesn't.
-- No late-breaker abstracts tomorrow. You will not see the plenary session data…↗
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
May 5
Vulture trades 🦅 — $LLY massive pop $1000 incoming
Don’t say I didn’t warn you. https://t.co/dCETsX03Jf↗
Jason Luongo — 8. $LLY - Eli Lilly
Q1 revenue up 56% to $19.8B. Mounjaro surged 125% to $8.66B. Zepbound hit $4.16B, up 80%. Just raised full-year guidance to $82-85B in revenue. GLP-1 patients…↗
May 1
The Claude Portfolio — Breaking: Claude just bought a new stock and it's already up 8%
Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX
Here's it's reason…↗
— Our Readout LOUD interview with @BRobertsVC about Kelonia and $LLY in print form.
https://t.co/DsfGxwcvS3 via @statnews
The Future Investors — $NVO $LLY Novo Nordisk is extending its early lead in the oral obesity race, with Wegovy ramping much faster than Eli Lilly’s Foundayo 💊
Week 2 Prescriptions 📊
Wegovy: 18.4K
F…↗
Apr 23
Adam Feuerstein ✡️ — A VERY SPIRITED interview w/ Venrock VC Bryan Roberts re: Kelonia Therapeutics and its $LLY deal on this week's Readout LOUD podcast.
A CAR-T biotech’s dramatic turnaround, and d…↗
Apr 23
mon — $HIMS x $LLY
This is massive news.
I’ve been saying this from day one. Hims is the Netflix of healthcare, and this just reinforces that view.
What’s happening right now (first N…↗
Apr 22
Jacob Plieth — Fun to see $LLY snatch $AZN's double-Asco plenary crown at #Asco26↗
Apr 21
The Claude Portfolio — Breaking: Claude just bought the dip in Reddit $RDDT
Three weeks ago, we set Claude's agents up with a brand new $50,000 portfolio
So far its done well and is up 8%
Today they b…↗
Apr 20
Jacob Plieth — Kelonia turns #ASH25 late-breaker into buyout, with $LLY's second move into in vivo Car-T. Via @ApexOnco -> https://t.co/NPhdnuhPu3 $AZN $GILD↗
Apr 20
Jacob Plieth — $LLY Kelonia tech is based on a modified, inactivated lentivector, so similar to $GILD Interius, $ABBV Umoja & $AZN Esobiotec. $ABBV Capstan uses lipid nanoparticle mRNA. https…↗
Apr 20
Jacob Plieth — It's official: $LLY buying Kelonia for $3.25bn + milestones. @ByMadeleineA take on the #ASH25 dataset that triggered this move: https://t.co/nVUNlq7YlO↗
Apr 20
Adam Feuerstein ✡️ — $LLY is buying Kelonia for $3.25 billion (!!!) upfront + milestone payments that could increase deal size to $7B.
Biotech is not back, biotech is now in a stupid valuation bubble…↗
Apr 20
Adam Feuerstein ✡️ — $NKTR reporting 52-week rezpeg results in alopecia areata.
Bottom line: 27% of participants treated with low or high dose of rezpeg achieved a clinically meaningful hair-growth o…↗
Apr 20
The Future Investors — $LLY Eli Lilly is in advanced talks to acquire Kelonia Therapeutics for $2B+ 💰
Kelonia develops next-gen CAR-T therapies: reprogramming the immune system to fight cancer, in a si…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 16
The Claude Portfolio — To save the timeline, the remaining picks + performance include:
$VST: +1%
$NVDA: +4%
$LLY: +5%
$GLD: +10%
$ICE: 1%
$CI: -2%
$BAH: +6%
$HALO: -2%
$DVN: +1%
$MA: 0%↗
Apr 14
The Claude Portfolio — Correction: Claude actually decided to hold $NOW at its current 8% allocation
We are looking into the reasoning for why it made a last minute change as it originally decided on th…↗
Apr 14
The Claude Portfolio — Breaking: Claude just bought a new stock & made $NOW it's largest holding
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've bea…↗
Apr 12
Martin Shkreli — fascinating structure of $LLY new "peptide" https://t.co/ut52lgkZRi↗
Apr 12
Black Panther Capital — This might be the biggest "tell" of 2026 so far. So please, sit with this for a second:
I was at Easter lunch yesterday with my father-in-law.
This guy has been a investor for 30…↗
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 9
The Claude Portfolio — Transparency performance update
Since inception on 3/4/26, Claude is outperforming the SPY and has already made $1,760.
Claude +3.52%
SPY -0.82%
1,335 investors have Autopiloted…↗
Apr 9
The Future Investors — $LLY Eli Lilly launched Foundayo (orforglipron), a once-daily oral GLP-1 weight loss pill, now available in the U.S. 💊🇺🇸
It can be taken anytime, showed 25–27 lbs average weigh…↗
Apr 7
The Claude Portfolio — Breaking: Claude just made it's first trade
Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks
So far, they've already outperfor…↗
Apr 2
The Claude Portfolio — 4. Eli Lilly $LLY - 8%
This one was interesting
Claude sees it as the dominant GLP-1 franchise and is buying ahead of an FDA decision on April 10th
Yesterday, that decision was…↗
Apr 1
The Claude Portfolio — Breaking: Claude was right
Yesterday, the Agents invested in Eli Lilly $LLY because of a potential FDA approval for their oral Ozempic.
Today, the FDA approved its Foundayo weigh…↗
Apr 1
KaizenInvestor — 3 stock I think will bounce back in 2026.
1. $HIMS
HIMS is perfectly positioned to capture the new pharma wave. GLP-1 is still the fastest growing TAM outside AI. While the AI T…↗
Apr 1
The Future Investors — $LLY Eli Lilly just got its GLP-1 weight loss pill (Foundayo) approved by the FDA 💊 ✅
It’s less effective than injections like Zepbound, but the daily pill is more convenient and…↗
Apr 1
Adam Feuerstein ✡️ — Eli Lilly’s $LLY obesity pill approved by FDA, setting up fierce competition with Novo Nordisk $NVO https://t.co/9mQ93N6Xe8 via @elaineywchen↗
Apr 1
The Claude Portfolio — 2. Eli Lilly $LLY
This one is interesting
Claude sees it as the dominant GLP-1 franchise and is buying ahead of an FDA decision on April 10th
If it goes Eli's way, it unlocks $5…↗
Apr 1
The Claude Portfolio — Introducing the 15 stocks it picked:
Vistra $VST 10%
Broadcom $AVGO 10%
Thermo Fisher $TMO 9%
Eli Lilly $LLY 8%
Gold $GLD 7%
Cigna $CI 7%
Okta $OKTA 7%
Devon $DVN 6%
Booz Allen $B…↗
Apr 1
Adam Feuerstein ✡️ — $LLY - FDA approved orfoglipron, the oral weight-loss drug. Brand name: Foundayo.
https://t.co/B93i2qQZoo↗
Adam Feuerstein ✡️ — Some interesting comments from Jacob Van Naarden, $LLY head of business development, at STAT's Breakthrough Summit East event yesterday:
On deal volume: Jake, himself, is seeing…↗
Mar 20
Jacob Plieth — $NVS follows $LLY into mutation-selective PI3Kα inhibition. What does this mean for $RLAY $OKUR & $COGT? Via @ApexOnco -> https://t.co/WAzlp5zE7a↗
Mar 20
Jacob Plieth — $NVS paying $2bn for Synnovation's SNV4818, after $LLY paid $1.5bn for Scorpion's STX-478. Mechanistically, seems like good news for $RLAY, bad for $OKUR & $COGT↗
Mar 11
KaizenInvestor — As patents and prescriptions will fall off, GLP-1 demand will boom. $LLY will make sure they are ready for this surge in demand.↗
Mar 9
KaizenInvestor — It still strikes me how wrongly investors see the GLP-1 drugs. It is not an obesity drug, it is way more than that.
Last year I shared some research on $HIMS and why I think they…↗
Jacob Plieth — So $LLY not interested in oncology applications of Orna's in vivo Car-T? $ABBV $AZN $BMY $GILD https://t.co/wB3rR5LID8↗
Feb 9
Adam Feuerstein ✡️ — Eli Lilly $LLY to buy Orna Therapeutics (private) for $2.4 billion. Circular RNA CAR-T therapies. https://t.co/6iPghcwUuM via @matthewherper↗
Feb 9
Jacob Plieth — Interesting disclosure from $ABBV Q4 presentation: ABBV-901 is an anti-FRα ADC - so trying to improve on Elahere given the threats of $GMAB $LLY etc? https://t.co/X1RDASBmcp↗
Feb 8
Adam Feuerstein ✡️ — Innovent (China) - $LLY oncology / immunology research collaboration
Under the terms of the agreement, Innovent will receive a $350 million upfront payment and is eligible to rec…↗
Feb 6
The Future Investors — $NVO $LLY Trump launches online prescription drug platform TrumpRx claiming the lowest prescription drug prices globally.
Targets a wide range of medications, o.a. blockbuster GLP…↗
Feb 4
Adam Feuerstein ✡️ — On $LLY '26 guidance, Wolfe Research's Alexandria Hammond notes:
More importantly, we'd flag this revenue guidance includes a global pricing decline in low- to mid-teens driven b…↗
Feb 4
Adam Feuerstein ✡️ — $LLY strong earnings and '26 guidance.
Guidance: Adjusted EPS $33.50-35.00 vs consensus $33.04. Revenue: $80-83B vs consensus $77.64B↗
Feb 4
Jacob Plieth — Six years after buying Arqule $MRK is talking about nemtabrutinib again. 2027 launch possibility? $LLY https://t.co/Bqzd6fPYZf↗
Feb 1
The Future Investors — The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…↗
— Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…
Adam Feuerstein ✡️ — It seems as if folks on this site who were manipulated into believing $LLY was buying $ABVX before or during #JPM26 are mad at me for trying to warn them it was unlikely.
A good…↗
Jan 15
Adam Feuerstein ✡️ — Is there a single person feeding La Lettre fake biotech takeover tips, or is this a group effort? The stock manipulation is brazen.
First, we learn all the $ABVX $LLY French Mini…↗
Jan 14
Adam Feuerstein ✡️ — $NVO CEO Mike Doustdar was our guest on this week's live taping of the Readout LOUD. And yes, he spoke fairly plainly about his ambition to acquire another developer of obesity dru…↗
Jan 13
Mike Investing — $NVO is the most undervalued healthcare stock, but it won’t stay this way for long …
There is a clear ongoing valuation gap between $LLY & $NVO despite them sharing the same GLP-1…↗
Jan 12
The Future Investors — $NVDA $LLY NVIDIA and Eli Lilly and Company are launching a joint AI lab and will invest up to $1B over five years to accelerate drug discovery with AI 💊 🤖
Will AI drive a drug…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 8
Adam Feuerstein ✡️ — $LLY runs a psoriatic arthritis marketing study of Zepbound hoping to boost sales of Taltz. @elaineywchen sees right through it.
Eli Lilly’s Zepbound, on top of immunology drug,…↗
Jan 8
The Future Investors — $LLY $VTYX Eli Lilly will acquire Ventyx Biosciences for $1.2B to expand its pipeline of oral therapies targeting inflammatory-mediated diseases.
The deal strengthens Lilly’s cap…↗
Jan 6
Adam Feuerstein ✡️ — Eli Lilly $LLY reportedly in advanced discussions to acquire Ventyx Biosciences $VTYX for $1B+ -- wires
<Sad trombone>↗
Jan 3
Space Investor — IN-SPACE MANUFACTURING
$RDW successfully cultivated protein seed crystals in space's microgravity environment, an achievement impossible on Earth.
Now, they’re pursuing royalty…↗
Adam Feuerstein ✡️ — Important new FDA reporting from @LizzyLaw_ @statnews
FDA voucher program has become vehicle for political interference in drug review decisions, staffers say
A new program int…↗
Dec 18
Adam Feuerstein ✡️ — Eli Lilly’s $LLY obesity pill helped patients maintain weight loss after switch from injections https://t.co/QhHWdNaD9M via @elaineywchen↗
Dec 12
Jacob Plieth — Shock! $LLY reveals Inluriyo + Verzenio combo filing in ESR1m only, despite showing #SABCS25 promise in ESR1w/t. Scoop via @ApexOnco -> https://t.co/gUDeeMpmXb $RHHBY $AZN $ARVN…↗
Dec 11
Adam Feuerstein ✡️ — $LLY Lilly’s next-gen obesity drug delivers major weight loss in Phase 3 trial, but with many discontinuations https://t.co/vreweVAGvx via @elaineywchen↗
Dec 9
Jacob Plieth — If you enjoyed #ASH25 you can catch up on all @ApexOnco coverage, including previews, here -> https://t.co/XIQrEeKMwY $TERN $JNJ $LLY $CGEM $ONC $NRIX $PFE $REGN $KURA↗
Dec 9
Jacob Plieth — $LLY Jaypirca looks best... up to a point. Via @ApexOnco from #ASH25 https://t.co/SgHJrraNrI $ONC $AZN $JNJ $ABBV $NRIX↗
Dec 9
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟲 𝗕𝗲𝘀𝘁 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$HIMS - Hims & Hers
$ISRG - Intuitive Surgical…↗
Dec 3
Jacob Plieth — So I guess I was right a year ago, though I still thought there was significant risk that $LLY Jaypirca wouldn't get full approval without an OS benefit. Now on to 1st-line data at…↗
Adam Feuerstein ✡️ — 🚨🚨🚨🚨$LLY $1 TRILLLION🚨🚨🚨🚨
The first healthcare company to reach this market-value threshold.↗
Nov 19
Jacob Plieth — $GSK just followed $NVS $LLY $PFE & $SNY into myeloid cell engagers. LTZ tech seems to do this via activity at CLEC5A↗
Nov 19
Jacob Plieth — $NRIX Arthur Sands: "We anticipate that $LLY Jaypirca will get full approval." Hence focus for AA of bexobrutideg is triple-exposed population #Jefferies25↗
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
Nov 8
Adam Feuerstein ✡️ — CRISPR-based treatment cuts cholesterol and triglycerides in early study https://t.co/Y03kJtJZYN via @matthewherper $CRSP $NTLA $LLY↗
Nov 6
Adam Feuerstein ✡️ — Also, both $LLY and $NVO are receiving FDA priority review vouchers as part of this government deal.↗
Nov 6
Adam Feuerstein ✡️ — Trump announces deal with Lilly, Novo to expand access to weight loss drugs, cut prices https://t.co/CVaCTfcAZI via @_daniel_payne @elaineywchen $LLY $NVO↗
Nov 4
The Future Investors — $NVO $LLY Eli Lilly and Novo Nordisk are nearing a deal with the White House to price their obesity drugs at $149/month in exchange for Medicare coverage, potentially announced thi…↗
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…↗
Oct 19
Jacob Plieth — Something tells me $GMAB is about to get eclipsed in folate receptor alpha ADC $LLY $AZN #ESMO25 https://t.co/tmaxi9P5bt↗
Oct 19
Jacob Plieth — Pretty decent #ESMO25 data for $LLY Mablink-derived FRα ADC LY4170156, which is about to go into phase 3. 40% ORR in FRα 0-24% expressers! $GILD $ABBV $AZN https://t.co/ArytMgHh2e↗
Oct 14
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟲 𝗕𝗲𝘀𝘁 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Healthcare company' are....…↗
Oct 13
Jacob Plieth — #ESMO25 regular abstracts are now live, with first-in-human data being revealed by $LLY $INCY $DSNKY $MRNA $NVS Parabilis & others. Preview via @ApexOnco https://t.co/4oZFL7a5b…↗