LLY
Eli Lilly & Co.
stock NYSE

Can LLY hit 1100 so I can sell ffs. Rarri ain't going to buy itself

Why do you think LLY cannot scale? They have been saying this multiple times in there earnings call that there is no production issues at all and they are scaling.

I don’t disagree with you that LLY has better products. I own LLY as well.
What I’ll add is that HIMS is partnering with NVO for Ozempic. Plenty of people have no idea that LLY > Ozempic and will take whatever is easiest to get a hold of. There will be plenty of people who take Ozempic simply because it’s easier to get.
I also don’t believe that there’s only room for one player in this massive market. Plenty of people will continue to take Ozempic.

Stop going up LLY wtf

And I get that. My point is more that there doesn’t need to be a “2.0” drug for at least 3-4 years since they have the patten between NVO/LLY.
You scroll out to 5Y timeline and it’s now at the same price that it was in 2022. You’d have to think it should be double that with how much revenue it should be bringing in with Ozempic.
But who knows, maybe bad management at the top, hence the CEO stepping down which is very worrisome.

UNH is the most interesting stock today.
Hi! I am an ex-prop shop equity trader. This is a daily watchlist for short-term trading: I might trade all/none of the stocks listed, and even stocks not listed! I am targeting potentially good candidates for short-term trading; I have no opinion on them as investments. The potential of the stock moving today is what makes it interesting, everything else is secondary.
News: [Trump Says US to Set Tariff Rates for Other Nations in Weeks](https://www.bloomberg.com/news/articles/2025-05-16/trump-says-us-will-set-tariff-rates-for-other-nations-in-weeks)
[**UNH (UnitedHealth)**](https://finviz.com/quote.ashx?t=UNH&p=d)\-Shares of UNH fell nearly 13% following reports of a DOJ criminal investigation into potential Medicare fraud. The company stated it was unaware of any such probe. Loved this stock trading wise yesterday- premarket we had a "rebuttal" of UNH saying they weren't aware of any DOJ investigation, so we saw the stock spike up 10 points and then fall back, sell off, then hit \~$250 at the low. I think UNH is ridiculously cheap at this price, and even with a DOJ investigation I believe that losing close to $50B in market cap is unjustified.
Managed to snipe the low, currently long and thinking of merging into long-term holdings. Even with triple the damages (standard in this case), damages are \~$5B from my research. I believe UNH is essentially "too big to fail" in the healthcare sector as well, and possible exclusion from Medicare is essentially shooting ACA in the face at this point and screwing over millions of people. Other than that, I have a low enough price to not be too concerned.
https://preview.redd.it/s5njvjab951f1.png?width=1530&format=png&auto=webp&s=534ec8ab21e3b9e1efecae281204cc657cda312f
[**CHTR (Charter)**](https://finviz.com/quote.ashx?t=CHTR&p=d)\-CHTR announced a $34.5B merger with Cox Communications, combining their broadband and mobile services to compete with streaming/wireless. Interestingly enough, it's essentially flat but that's because it's illiquid premarket. Right now, post-merger means that CHTR is essentially the largest cable operator in the US. The biggest obstacle here is deal risk from regulators. In the words of Logan Roy, "Money wins".
https://preview.redd.it/l1osq5jc951f1.png?width=1531&format=png&auto=webp&s=9edd26bd9420b942c3ebb609716dbf401771eff5
[**TVTX (Travere)**](https://finviz.com/quote.ashx?t=TVTX&p=d)\-TVTX's shares declined after the FDA did not grant priority review for its sNDA for FILSPARI (sparsentan) in treating FSGS, potentially delaying its market entry. Sparsentan is meant to slow kidney function decline in adults with primary IgA nephropathy, moved the stock significantly (-20%) yesterday. In the biotech sector, timely FDA reviews are critical for small-cap companies. Delays can significantly screw their revenue and drug pipelines (and investor confidence). Interested to see it closer to $15.
https://preview.redd.it/2rsfcpge951f1.png?width=1015&format=png&auto=webp&s=1dfdb58e4b0e173e5f16183a722a7696f8047379
[**NVO (Novo Nordisk)**](https://finviz.com/quote.ashx?t=NVO&p=d)\-NVO announced CEO Lars Fruergaard Jorgensen will step down amid declining share prices and increased competition in the obesity drug market. We saw a selloff from 67.50 ->62, but frankly NVO is in a tough spot. Wegovy is essentially "last gen" at this point and we have better alternatives. Their new drug CagriSema hasn't had great trial results, so they're frankly still behind. LLY's Zepbound still outperforms. I wouldn't be too surprised if this recovered, (it partially has premarket) but far more interested in UNH today.
https://preview.redd.it/jd30zspf951f1.png?width=1531&format=png&auto=webp&s=9e8c888eb3df1ee13b8891fb429ebc2a601fd657
Stray thoughts on biotech: Shareholder loyalty is rare because drug discovery is so hit and miss. Look at MRNA's stock price during covid (\~$400 to now \~$25).

I get your point here but it’s vastly different than Moderna. The covid vaccine sales were always going to crater ASAP after the first 1-2 years because the need for repeated vaccines was so small. Once most people got their vaccines, that was it.
Meanwhile, the demand for Ozempic should be sky high for multiple years. The patent exists until 2029 iirc. There should be another 3-4 years where LLY and NVO are the only players.
That said, the stock has been incredibly disappointing as of late. It’s confusing to me how they aren’t crushing sales when there’s such a high need for the drug.

Probably for the best! Jørgensen has done a great job in some aspects but it's increasingly apparent that the board is not happy with the recent development. At least if you read between the lines in the press release.
Both Novo and LLY are great companies, and I think we have only seen the start of the arms race in the biotech sector.

there are so many overweight ppl at my workplace, LLY and NVO should be at aths soon man
f this

Ozempic is losing the GLP-1 war against LLY. All of LLY’s current and in pipeline drugs are clinically more effective than what NVO has put forth. Plus LLY being an American company puts NVO on the back foot with this administration’s current fascination with drug price controls and tariffs. Lots of headwinds for pharmaceuticals in general.

My LLY puts 

Can LLY hit 1100 so I can sell ffs. Rarri ain't going to buy itself

Why do you think LLY cannot scale? They have been saying this multiple times in there earnings call that there is no production issues at all and they are scaling.

I don’t disagree with you that LLY has better products. I own LLY as well.
What I’ll add is that HIMS is partnering with NVO for Ozempic. Plenty of people have no idea that LLY > Ozempic and will take whatever is easiest to get a hold of. There will be plenty of people who take Ozempic simply because it’s easier to get.
I also don’t believe that there’s only room for one player in this massive market. Plenty of people will continue to take Ozempic.

Stop going up LLY wtf

And I get that. My point is more that there doesn’t need to be a “2.0” drug for at least 3-4 years since they have the patten between NVO/LLY.
You scroll out to 5Y timeline and it’s now at the same price that it was in 2022. You’d have to think it should be double that with how much revenue it should be bringing in with Ozempic.
But who knows, maybe bad management at the top, hence the CEO stepping down which is very worrisome.

UNH is the most interesting stock today.
Hi! I am an ex-prop shop equity trader. This is a daily watchlist for short-term trading: I might trade all/none of the stocks listed, and even stocks not listed! I am targeting potentially good candidates for short-term trading; I have no opinion on them as investments. The potential of the stock moving today is what makes it interesting, everything else is secondary.
News: [Trump Says US to Set Tariff Rates for Other Nations in Weeks](https://www.bloomberg.com/news/articles/2025-05-16/trump-says-us-will-set-tariff-rates-for-other-nations-in-weeks)
[**UNH (UnitedHealth)**](https://finviz.com/quote.ashx?t=UNH&p=d)\-Shares of UNH fell nearly 13% following reports of a DOJ criminal investigation into potential Medicare fraud. The company stated it was unaware of any such probe. Loved this stock trading wise yesterday- premarket we had a "rebuttal" of UNH saying they weren't aware of any DOJ investigation, so we saw the stock spike up 10 points and then fall back, sell off, then hit \~$250 at the low. I think UNH is ridiculously cheap at this price, and even with a DOJ investigation I believe that losing close to $50B in market cap is unjustified.
Managed to snipe the low, currently long and thinking of merging into long-term holdings. Even with triple the damages (standard in this case), damages are \~$5B from my research. I believe UNH is essentially "too big to fail" in the healthcare sector as well, and possible exclusion from Medicare is essentially shooting ACA in the face at this point and screwing over millions of people. Other than that, I have a low enough price to not be too concerned.
https://preview.redd.it/s5njvjab951f1.png?width=1530&format=png&auto=webp&s=534ec8ab21e3b9e1efecae281204cc657cda312f
[**CHTR (Charter)**](https://finviz.com/quote.ashx?t=CHTR&p=d)\-CHTR announced a $34.5B merger with Cox Communications, combining their broadband and mobile services to compete with streaming/wireless. Interestingly enough, it's essentially flat but that's because it's illiquid premarket. Right now, post-merger means that CHTR is essentially the largest cable operator in the US. The biggest obstacle here is deal risk from regulators. In the words of Logan Roy, "Money wins".
https://preview.redd.it/l1osq5jc951f1.png?width=1531&format=png&auto=webp&s=9edd26bd9420b942c3ebb609716dbf401771eff5
[**TVTX (Travere)**](https://finviz.com/quote.ashx?t=TVTX&p=d)\-TVTX's shares declined after the FDA did not grant priority review for its sNDA for FILSPARI (sparsentan) in treating FSGS, potentially delaying its market entry. Sparsentan is meant to slow kidney function decline in adults with primary IgA nephropathy, moved the stock significantly (-20%) yesterday. In the biotech sector, timely FDA reviews are critical for small-cap companies. Delays can significantly screw their revenue and drug pipelines (and investor confidence). Interested to see it closer to $15.
https://preview.redd.it/2rsfcpge951f1.png?width=1015&format=png&auto=webp&s=1dfdb58e4b0e173e5f16183a722a7696f8047379
[**NVO (Novo Nordisk)**](https://finviz.com/quote.ashx?t=NVO&p=d)\-NVO announced CEO Lars Fruergaard Jorgensen will step down amid declining share prices and increased competition in the obesity drug market. We saw a selloff from 67.50 ->62, but frankly NVO is in a tough spot. Wegovy is essentially "last gen" at this point and we have better alternatives. Their new drug CagriSema hasn't had great trial results, so they're frankly still behind. LLY's Zepbound still outperforms. I wouldn't be too surprised if this recovered, (it partially has premarket) but far more interested in UNH today.
https://preview.redd.it/jd30zspf951f1.png?width=1531&format=png&auto=webp&s=9e8c888eb3df1ee13b8891fb429ebc2a601fd657
Stray thoughts on biotech: Shareholder loyalty is rare because drug discovery is so hit and miss. Look at MRNA's stock price during covid (\~$400 to now \~$25).

I get your point here but it’s vastly different than Moderna. The covid vaccine sales were always going to crater ASAP after the first 1-2 years because the need for repeated vaccines was so small. Once most people got their vaccines, that was it.
Meanwhile, the demand for Ozempic should be sky high for multiple years. The patent exists until 2029 iirc. There should be another 3-4 years where LLY and NVO are the only players.
That said, the stock has been incredibly disappointing as of late. It’s confusing to me how they aren’t crushing sales when there’s such a high need for the drug.

Probably for the best! Jørgensen has done a great job in some aspects but it's increasingly apparent that the board is not happy with the recent development. At least if you read between the lines in the press release.
Both Novo and LLY are great companies, and I think we have only seen the start of the arms race in the biotech sector.

there are so many overweight ppl at my workplace, LLY and NVO should be at aths soon man
f this