What top creators are saying about Eli Lilly and Company(LLY)— Page 2

229 AI-extracted insights from 46 sources — podcasts, YouTube channels, and X/Twitter accounts.

Insights about Eli Lilly and Company (LLY) — Page 2 of 5

Showing insights 51–100 of 229.

Friday, May 29, 2026

Bullish

Viewed as a bio-compute play due to massive GPU power holdings.

Thursday, May 28, 2026

Very Bullish

Strong bio/consumer drug play that recently hit new all-time highs.

Very Bullish
Target: $1 trillion market cap

Hit $1 trillion valuation milestone driven by expanded insurance coverage for Zepbound.

Tuesday, May 26, 2026

Very Bullish

Launched a $500 million AI biotech fund to accelerate drug development and provides diversified exposure to the sector.

Saturday, May 16, 2026

Bullish

Bypassing cloud providers to spend $1 billion directly on NVIDIA GPUs to secure private compute supply.

Thursday, May 14, 2026

Bullish
Target: Trillion-dollar medication potential

The investigational drug Retatrutide shows high efficacy, but the company faces significant litigation risks and side-effect concerns.

Wednesday, May 13, 2026

Bullish

Identified as a potential candidate to capture the ongoing 'peptide freight train' trend.

Tuesday, May 12, 2026

Very Bullish
Target: $1 trillion market cap

Frontrunner in the weight-loss drug space with potential to become the first trillion-dollar biotech company.

Monday, May 11, 2026

Very Bullish

Highlighted as a key player in the high-demand GLP-1 weight loss market being distributed through telehealth channels.

Very Bullish

Strategic partnership with Hims allows for distribution of branded medications; future pipeline includes next-gen drug Retatrutide.

Bullish

Mentioned as a partner for branded GLP-1 distribution through the Hims & Hers platform.

Very Bullish

Producer of GLP-1 medications and active in the Alzheimer's drug market, benefiting from the link between metabolic health and cognitive function.

Friday, May 8, 2026

Bearish
Target: None

Lighter enforcement on compounded alternatives creates a competitive headwind for their branded GLP-1 drugs.

Kevin Xu
👀
Kevin XuTwitter91 days ago
Very Bullish

Dominant player in the GLP-1 market with a recurring revenue model due to 'forever drug' nature; pipeline includes Retatrutide which may offer superior weight loss results.

Thursday, May 7, 2026

Very Bullish
Target: FDA approval for Retatrutide mid-2027

Developing Retatrutide, a triple agonist showing dramatic weight loss and liver fat reduction results.

Very Bullish
Target: Clinical trial success for Retatrutide

Retatrutide showing massive improvements in weight loss and liver health; company is currently supply-constrained rather than demand-constrained.

Wednesday, May 6, 2026

Very Bullish

Described as a trillion-dollar safe bet in the longevity and peptide market.

Friday, May 1, 2026

Very Bullish

New clinical data for Retatrutide shows superior weight loss and health markers, positioning it as a premium high-margin drug.

Thursday, April 30, 2026

Very Bullish

Described as a 'killer' stock due to dominance in the weight-loss drug market.

Tuesday, April 28, 2026

Very Bullish

Primary benefactor of the peptide and GLP-1 weight-loss drug trend, currently trading at a slight discount.

Very Bullish
Target: None mentioned

GLP-1 drugs show significant clinical benefits for heart and brain health beyond weight loss, though risks like NAION should be monitored.

Very Bullish

The popularity of GLP-1 drugs represents a massive market opportunity and a shift toward metabolic health abundance.

Friday, April 24, 2026

Bullish

Applying AI to drug design, illustrating the 'Jevons Paradox' where efficiency in AI-driven research increases the overall demand for the resource.

Thursday, April 23, 2026

Bullish

Partnered with HIMS to provide access to its weight-loss drug Zepbound.

Very Bullish

Resolved supply chain issues and is utilizing telehealth partners to capture extreme demand for its superior Tirzepatide product.

Tuesday, April 21, 2026

Very Bullish

Dominating the cardiometabolic space with GLP-1 drugs and bypassing pharmacy friction through the LillyDirect DTC platform; developing 'triple-acting' molecules for 2025/2026.

Monday, April 20, 2026

Very Bullish
Target: Not specified

The speaker is highly bullish on the massive expansion of the Total Addressable Market (TAM) for GLP-1s, citing applications in cardiovascular health, addiction, and chronic diseases beyond just weight loss.

Friday, April 17, 2026

Very Bullish
Target: None

A key player in the GLP-1 supply chain expected to benefit from the drug's expansion into non-obesity medical indications.

Thursday, April 16, 2026

Very Bullish
Target: None

A primary public proxy for the rapidly growing GLP-1 and peptide market trend.

Very Bullish

Bullish outlook due to the expansion of GLP-1 medications into broader chronic disease prevention and metabolic health.

Wednesday, April 15, 2026

Bullish

Speculation regarding a potential future partnership with HIMS for peptide-related treatments.

Very Bullish

Utilizing AI for massive data set analysis in clinical trials to improve profit margins.

Tuesday, April 14, 2026

Very Bullish
Target: $2.75 billion deal

Partnered with Insilico Medicine for AI-driven drug discovery which shows high clinical trial success rates.

Very Bullish
Target: None

Aggressively partnering with AI-first biotech firms like Insilico Medicine to collapse drug discovery timelines.

Monday, April 13, 2026

Very Bullish
Target: N/A

Key player in the GLP-1 market which is viewed as the entry point for reversing aging.

Sunday, April 12, 2026

Bullish

Leader in AI-driven drug discovery with a recent price reset providing a potential entry point.

Thursday, April 9, 2026

Very Bullish

Partnering with Amazon Pharmacy for same-day delivery of GLP-1 medications, leveraging Amazon's logistics network to capture the metabolic health market.

Very Bullish

Partnership with Amazon Pharmacy for same-day delivery of new GLP-1 pill Foundayo provides a major growth lever.

Monday, April 6, 2026

Very Bullish

Developing Retatrutide, a powerful upcoming triple agonist drug currently in Phase 3 trials.

Sunday, April 5, 2026

Very Bullish

Becoming a 'token factory' by using supercomputers and AI to revolutionize drug discovery.

Saturday, April 4, 2026

Very Bullish
Target: None

As GLP-1 drugs gain social momentum, regulatory shifts may create moats for large pharmaceutical companies capable of navigating the clinical trial process.

Thursday, April 2, 2026

Bullish

Potential future distribution partnership with HIMS; competitor in the weight loss pill and peptide market.

Wednesday, April 1, 2026

Very Bullish

Up 4% on news of a new oral weight-loss pill, Fondayo, expanding its market reach.

Tuesday, March 31, 2026

Very Bullish

Showing positive momentum as a notable green performer.

Monday, March 30, 2026

Very Bullish

Strategic $2.75 billion collaboration with Insilico Medicine to acquire AI-vetted drug candidates, potentially securing new GLP-1 assets.

Very Bullish

Part of the 'health-maxing' and longevity investment theme involving peptides and weight loss.

Sunday, March 29, 2026

Very Bullish

Included in the curated model portfolio focusing on high-conviction hardware and infrastructure names.

Friday, March 27, 2026

Bullish

Deeply integrated with the U.S. legislative process and highlighted as a major corporate donor to influential health committee members.

Thursday, March 26, 2026

Bullish
Target: N/A

Dominant in weight-loss market with Zepbound; viewed as a long-term winner despite a recent 6% daily dip.

Tuesday, March 24, 2026

Very Bullish

Positioned to benefit from regulatory crackdowns on unregulated peptides and the development of next-generation drugs like Retatrutide.