Eli Lilly and Company (NYSE:LLY)
Old Forum Content for LLY
Make a Forum Post Become a member to view recent forum posts. Already a member? Sign in here.- Henry: $LLY wll supply Zepbound in single dose injector pens for about half price. That knocked $20 for the stock price in pm.
- woodman: $LLY is really banging away at the ath level after essentially a "V" recovery since 7/15.
- Henry: @woodman $LLY It traded down to $920 in premarket
- woodman: @Henry $LLY - Wow. That would have been a nice add spot. I missed that.
- woodman: $LLY - well, that didn't take long to get back to around its ath. V move from 7/15 to current. We'll see what happens in the very short term, but I remain a long termer in this one.
- woodman: $LLY - Now moving up to make a new ath.
- curtis: @BarryC $VKTX (long term hold. The last trial was a better outcome than $LLY). They also have a less effective oral in trial.I have limit order to buy more at $48. I have 1/2 position in this. A sept 20 Call is selling at 1.45-1.75, but have sold as high as 3.0)
- BarryC: @curtis $VKTX $LLY Yeah, that's way over my head... The dumber the better for me, I only need/use the Chart :-)
- woodman: @curtis $VKTX $LLY - VKTX has the best in class on tolerabilityfor any obesity drug in production or trials. And its weight loss %s are quite good. While other companies try to max out weigh loss without regard to tolerability, VKTX gives you both, and they don't hide their data like many other companies are with tolerability/safety. The obesity TAM is enormous and patients are going to want a drug they can stay on longer. VKTX is giving that, and ones that won't require as frequent applications. VKTX (or its acquirer) will command a very nice share of the TAM in time, plenty to make shareholders happy over the long haul.
- Henry: $LLY set to open higher but an inside day unless it proves to go to new highs Guggenheim gave them a pt of $1,030 yesterday
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debeers: $AEM $ANF $BLDR $LLY $META $NVDA $RACE $TOL
$AEM -IMO the best one for gold
$ANF- HIgh End with controlled inventory and the Haddid collection for collegiates
$BLDR- Pros knows where the pros goes
$LLY- so many ways to win that the fat will be added ... -
DAN: @debeers $AEM $ANF $BLDR $LLY $META $NVDA $RACE $TOL Great post, @debeers. Nvidia has problems that any good business would love to have. Earnings should be interesting next week. $RACE -- I have been waiting for the pullback that has not come.
... - Mikev200: $LLY goes red to green
- debeers: @DAN-Pared the list to $AEM $ANF $LLY $NVDA $RACE $TJX $TOL I will be looking to add 1 more.
- debeers: $LLY- I wondedr how long it will take the braniacs to figure out that the savings in hospital costs and rehab for strokes, heart attacks and limb amputation might actually exceed the cost of the drugs from $LLY. LONG
- Henry: $LLY trespassing on Woodman's turf, a 3 year study of Mounjaro 22% weight loss and 94% rate of preventing progression to type 2 diabetes< LLY is up $17 in pm
- Henry: @debeers $LLY Gap and Go
- woodman: @Henry $LLY - Great stuff, Henry!
- woodman: @debeers $LLY - Amen.
- Henry: @woodman $LLY The CEO was on CNBC. Cramer asked him if they were working on oral and once a month injections. He was a bit cagey, but say they are working on modalities that "make sense"
- Henry: @Woodman $LLY https://www.cnbc.com/video/2024/08/20/eli-lilly-ceo-david-ricks-on-3-year-obesity-drug-study-this-is-a-profound-result.html
- woodman: @Henry $LLY - many are working on those. $VKTX is in phase 2 for its oral which, so far, has outstanding tolerability (along with efficacy). I think oral versions are what companies are looking for now, but also new iterations of obesity meds generally.
- woodman: @Henry $LLY - These obesity meds seem to have so many benefical effects. It's truly amazing.
- debeers: $LLY-Deutsche Bank weighs in (forgive the pun, 'kay??) goes to 1085
- wineinquirer: @debeers $LLY Very "punny!" Would like to watch for more pb but the LLY spirits just don't give a you know what about my wishes so I'll let them dictate my next move.
- debeers: JUST 1 change- had to let $BA go. Do i think that it will ultimately get its act together? Yup. i just dont think i am going to live long enough $AEM $ANF- kepp through the earnings on the 28th. Why? Fran doesn't let you down. Not now/Not ever. $LLY this is just a setback not a trend. $RACE-still vroom vroom. When you cannot make as many as folks want.THAT IS THE DEFINITION OF A HIGH CLASS PROBLEM. $TOL- always makes it numbers and reports tomorrow. $TSLA- for now ok. Just make sure you relook before earnings. $WMT- when the folks in my neck of the woods shjop there, i take notice of that. Meanwhile the ee's get to buy their own stock.
- joelsg1: @DavidK $VKTX $LLY and $NVO flat, $GPCR and even $ALT up. I smell a buyout.
- debeers: $AAPL-you gotta have 1 and yours is getting too old $AEM-insurance policy stock-people freeak out they buy gold $ANF-Why won't the earnings upcoming disappoint? Because Fran's bank $LLY-Don't get your bowels in an uproar---finalized the Morphic purchase for inflammatory bowel disease $NVDA- betting against Huang? Well that would be wrong! $RACE-Vroom. Gazillionnaires just love this one $WMT- and then there's the rest of us (true confessions- love Ambercrombie stuff and so do yupper teenagers).
- debeers: $LLY-My vote for the dumbest question of the day---$LLY 1. Trust this- the govt would rather pay for drugs that help solve obesity than your heart attack or stroke 2. Oh- you thought they wouldn't have to pay up for Morphic?? If you did you have your head up your bowels honestly. LLY doesn't overpay for anything. If you talk to their vendors you'd know that. Y'all have a great weekend. And @DAN- heartbroken over Reilly. Most pups are nicer than most people IMO.
- woodman: @debeers $LLY - Long term hold. It's the king of obesity meds with Zepbound which is a money printing press for the company. The next versions of/players in obesity meds are a couple/few years behind. Obesity is a a huge pie - estimates of up to $200 billion by 2035 - and others will eventually take a slice, but for now $LLY wears the crown and that is unlikely to change soon.
- debeers: @woodman $LLY -FAT CHANCE that they will catch up anytime soon Woody
- woodman: @debeers $LLY - Also, with the shortage of Zepbound over, compounding pharmacies (or at least most of them) are now not free to compound the drug as I understand it. So, $LLY gets fatter. :-)
- joelsg1: @woodman $LLY Is that an FDA rule?
- Geewhiz: @joelsg1 $LLY Drug Shortage: Compounding pharmacies are allowed to create compounded versions of medications that are on the FDA’s drug shortage list4. This means that if Zepbound is in short supply, compounding pharmacists may be able to create a compounded version. Manufacturer’s Stance: Eli Lilly, the manufacturer of Zepbound, does not provide tirzepatide (the active ingredient in Zepbound) to compounding pharmacies5.
- woodman: @joelsg1 $LLY Yes, there is a rule. https://www.onthepen.com/post/it-begins-eli-lilly-fires-off-round-of-cease-and-desist-letters-to-tirzepatide-peddlers
- woodman: $LLY working very well as it gets closer and closer to its ATH.
- woodman: @joelsg1 $NVDA $MU $TSM $ASML $AVGO $MRVL $AMZN $MSFT $GOOGL - Yes, on $NVDA. Same thinking has had me in $LLY.
- Henry: $LLY Upgrade by DB and a $1,025 pt
- woodman: $LLY storming back
- Bsielingtx: @woodman $LLY Sold some CC at 900 yesterday after earnings. YIKES, glad I only did 1/4 of a position.
- wijimmy: $LLY .. running up... ER this morning raises guidance
- woodman: $LLY is about 6% away from falling to the 200d which is a 100% retracement to the low point of its prior ~3.5 month channel before it broke out on 5/21 (reaching an ath on 7/15, then collapsing).
- Henry: $LLY up $34 on a phase 3 study of Mounjaro and heart failure
- woodman: @Henry $LLY $NVO $VKTX - Heart, kidney, liver, sleep apnea, alcohol addiction, and on and on.
- DavidG: @woodman $LLY $NVO $VKTX But the GLP1/GIP field is becoming crowded with new agents being introduced- some promising oral agents. I've been selling option premium on $VKTX rather than own the stock. It whips around so much that occ. you can time put/ BuPS sales.
- woodman: @DavidG $LLY $NVO $VKTX - I hear you. Every bit of news, even when its sh-t news such as a company like Roche reporting only some data (what it deems favorable) while hiding other data (raising many questions), moves the other stocks. It's the Wild Wild West out there.
- woodman: @vitoB - I forgot about that, but same here in my trading account. Large cash position. I even lightened up in my longer term $NVDA and $LLY holdings.
- Henry: $PFE $LLY Lilly, pin action off PFE's earnings
- Henry: $LLY fading. It really wasn't their earnings
- woodman: $LLY - I think we want to own this come earnings on 8/8 bmo.
- woodman: $LLY going down, at least in part, I think, because of $VKTX. Maybe when $VKTX pulls back, maybe $LLY will move back up. Holding $VKTX; watching $LLY on the sidelines.
- bigreek42: $lly breakout was around $800. Looking interesting , waiting for bounce
- kenb: @woodman $VKTX I'm pretty sure it was Guy Adami who mentioned their options. There was no discussion of their financial results, just the direct move to phase 3, that was the focus of the conversation. I also read somewhere that both $LLY and $NOVO went down on the news, so the market is treating them as a real contender. And as you pointed out, it could be sooner now.
- woodman: @kenb $VKTX $LLY $NOVO - I saw Raymond James reiterate $300mm. I believe that figure comes straight from the CEO, Brian Lian. I listened to the conference call but had to leave my post for a while during it and missed a lot. That $300mm figure is for *two* trials and at least 4,500participants. Some posit as much as 2 to 2.5 years saved by going straight to Phase 3. That's is a double benefit. First, it shaves off a lot of cost up front. Second, it gets them to generating sales much earlier. That's huge when put together and goes a very long way toward paying for the acauisition should a company buy VKTX.
- Henry: $VKTX GLP-1 drug is moving to Phase 3 and is knocking the stuffing out of $NVO & $LLY Sorry I did not see Woodman's earlier post
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woodman: @Henry $VKTX $NVO $LLY - Here are some really inportant takeaways from yesterday's quarterly call:
1. Straight to Phase 3, skipping Phase 2b altogether which everyone (including me) thought would be to Phase 2b. It's a wonderful surprise. As I just ... - woodman: $LLY $NVO - bye-bye.
- Mikev200: @woodman $LLY $NVO No kidding...
- Mikev200: @joelsg1 $AMGN nice. $XLV...Nice move without $LLY
- joelsg1: @Mikev200 $AMGN $XLV $LLY Holding this one for 15 years, since $47, with a little trading around. Best way to make big money is find and buy a great company and hold on, too hard to time the old in/out on any regular basis (though we all post about it here).
- woodman: @joelsg1 $AMGN $XLV $LLY - Congrats on that, Joel.
- billyzeke: @woodman $LLY $NVO After waking up and seeing it down in the pre-market I was thankful to get out at 847 at the open.
- woodman: @billyzeke $LLY $NVO - Good job. It's trying to find support now at the 100d / old Feb-May channel resistance, testing the adage: prior resistance serves as new support. Also this drop is a bounce off the 61.8 Fib Retracement.
- woodman: $LLY move back up to test resistance - i.e. 7/18 spike-down intraday low.
- joelsg1: @woodman $HUMA $HUMAW As I was looking saw that on 7/16 they appointed former $LLY Chief Marketing Officer until his retirement in 2018 John Banforth to their Board. $LLY is a marketing Beast, bodes well for commercialization.
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woodman: ...
One more tidbit about its oral obesity drug. They are now moving to 100mg cohort. What that means is that the high level doses - 60mg, 80mg tested already - are showing good tolerability. The company will keep moving up in mg's until tolerability/AE ... - woodman: @joelsg1 $HUMA $HUMAW $LLY - I just took a look at Bamforth. Good stuff! https://investors.humacyte.com/news-releases/news-release-details/humacyte-board-directors-strengthened-addition-john-p-bamforth
- woodman: $LLY and $NVO "bounce-backs" not looking so hot. More like bear flags. In LLY's case, it's barely hanging on to the 50d.
- DavidG: @Woodman $LLY $NVO -- Latest issue of the New England Journal of Medicine had a nice article showing significant efficacy of tirzepatide (LIlly's drug) for metabolic associated liver disease (MASH) with regression of liver fibrosis (cirrhosis) in a ...
- woodman: @DavidG $LLY $NVO - Thanks for the info and link. The same should apply for $VKTX's GIP obesity med - VK2735 https://vikingtherapeutics.com/pipeline/metabolic-disease-program/vk2735/ VKTX also has a separate NASH/MASH candiate - VK2809 - https://vik ...
- billyzeke: @woodman $LLY $NVO I held my nose and added a little at 855 today, it's finally getting a little traction here. I may just be trading these additional shares, depending on how the day goes.
- woodman: @billyzeke $LLY $NVO - Tempting, but I will just stand my ground right now. I added on 7/19, and I don't like it enough rhrn as it is still below the 8dEMA and the 21dEMA and is looking wobbly (rollover-ish from yesterday) as it barely holds the 50dSMA. On the other hand, I like the decreasing volume over the last 4 days, including today, with volume yesterday and probably today below its 50d avg of volume. Neverthless, I will just wait and see what happens here. I don't need to buy THE bottom. Rather, I want to feel like it is done going down and buy when it's in a stronger position. This isn't one I'm just in for a quick trade.
- billyzeke: @woodman $LLY $NVO I ended up selling the shares I bought today at 865 right after I posted that reply. Going to try and hang onto the shares I bought last Thursday at 845, that trade today helped me build in a little cushion.
- woodman: $LLY - uptrend from May is broken, but finding support at the 50d. This pullback is a 50% fib retracement (low of 4/25 to high of 7/15). I think this will turn out to be a good buy spot - and I have been adding - though my crystal ball has a mind of its own. If not ready to buy/add, at least keep watch.
- woodman: $LLY added this morning. Again, my approach is long term. Folks running from LLY because of Roche's recent data from just 6 people in Australia and without safety/tolerability data are overreacting, IMO. LLY will come back even if it takes a little time.
- billyzeke: @woodman $LLY I held my nose and bought just a little at 844.50 yesterday near the close.
- woodman: @billyzeke $LLY - I think, in time, you'll see that to be a good get. Even if you were just day trading it, that would be a good get.
- billyzeke: @woodman $LLY Looking good so far and of course wishing I had bought more now. What is your thinking on $VKTX? I've tried it a few times in the past and it alway ends biting me in the rear.
- woodman: @billyzeke $LLY $VKTX - I'm still holding $VKTX. Updates will be provided on the 2Q call 7/24 amc, but it's hard to predict what we'll hear at that time. We could get news of its meeting with the FDA about moving VK2735 to Phase 2b or straight to Pha ...
- woodman: $VKTX @billyzeke - I replied at length below to your question about my current thinking on $VKTX. See the thread from this morning re $VKTX and $LLY.
- billyzeke: @woodman $VKTX $LLY That was a very informative post, thank you!
- billyzeke: $UNH continues to rise. no position $LLY continues to fall, glad I bailed yesterday.
- Jeffg: @woodman $LLY Not alone, added some shares yesterday at first support to my older long term position. Wondering with rotation happening should be using 50 day or other metric
- makebackthemill: $LLY I added yesterday because I thought it went down enough. So I added more today. I will never learn. I didn't buy much, but it ain't cheap. I figured down 50 should be good. Well at the moment it's a falling knife. Good company, lousy stock this week. :(
- Mikev200: @makebackthemill $LLY I thought it would hold too. Someone in room posted a buy and I was tempted as I was also looking at it, but I didn't. I got lucky. Sorry to hear.
- Henry: @Mikev200 $LLY The chart looks like Lizzo will be replacing Biden
- woodman: $LLY $NVO $VKTX - I'm just getting to my desk after a full walkabout of my innards with an endo/colo double-whammy this morning. (Sorry if TMI.) This drop in $LLY and $NVO on #Roche $RHHBY news is ridiculous. First, Roche provided no safety/tolerabil ...
- Motorman: @woodman $LLY $NVO $VKTX $RHHBY $AMGN #Roche #OT Wow, a round the world, hope all is ok. I did the cologuard.
- billyzeke: @woodman $LLY $NVO $VKTX $RHHBY $AMGN #Roche That reminds me that I'm due for the colo..overdue actually. That prep...ugh! I got out of $LLY yesterday but am watching/wanting to get back in.
- woodman: @woodman $LLY $NVO $VKTX $RHHBY $AMGN #Roche - This captures most of my points: https://www.cnbc.com/video/2024/07/17/mizuhos-jared-holz-talks-roche-shares-surging-on-glp-1-data.html
- woodman: @Motorman $LLY $NVO $VKTX $RHHBY $AMGN #Roche #OT - The prep for a colonoscopy isn't the most fun you'll ever have, but the procedure is the gold standard for a deadly cancer that is avoidable if detected early through routine procedures. Plus, since I have to get an endoscopy now and again for some medical conditions that I have, I do the two birds with one stone deal.
- marklesparkle: @billyzeke $LLY $NVO $VKTX $RHHBY $AMGN #Roche @billy the good ole Bungholeascope
- billyzeke: @marklesparkle $LLY $NVO $VKTX $RHHBY $AMGN #Roche LOL When I call to schedule that's what I'm going to call it.
- StockMarketMentor: Good morning. Futures are down this morning. The thing that strikes me as being really important is the White House saying that they want to crack down more on foreign-made (read: China) chips. Because semiconductor stocks have been faltering for ...
- woodman: $LLY #Roche $RHHBY - LLY will open down on some very early stage Roche oral obesity med data. Interestingly, Roche again failed to provide meaningful safety/tolerability data. That's a pattern with Roche. In the long run, I think that's what will differentiate the growing number of candidates in this TA - both oral and subcutaneous. In any event, I think this pullback in LLY is an opportunity to add to my position. It looks like it will open right around the 20dSMA which was a good add spot on 7/2 (where I last added). So, I am watching this level to see if it looks like it will hold again. I have no crystal ball, but my mindset is to add.
- woodman: $LLY - I added.
- woodman: $LLY $RHHBY #Roche - By the way, all the obesity med makers are down this morning on the Roche news. . $NVO $VKTX $GPCR, etc. It's a fickle and jittery group, and often irrationally worried whenever the next grain of news emerges. They will move back up, eventually.
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StockMarketMentor: ...
$LLY -- Gapped down today and tested the $894.10 stop. I'd suggest even moving up your stop to $905.24 (just below today's intraday low). We are likely to see a bit more weakness in the market, and there's no reason to hold it through a pullback. ... - Mikev200: $WMT holding well today. $GE not so much. $LLY undecided.
- woodman: $LLY - Ugh, I added too early today. Bad candle formation this afternoon into gravestone doji falling below 20dSMA/21dEMA.
Stock Price | $789.32 |
Change | 4.55% |
Volume | 6,617,260 |
Eli Lilly and Company is a drug manufacturing company. It discovers, develops, manufactures, and sells products in two business segments: human pharmaceutical products and animal health products.
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