Calls
2
Seamus Fernandez
Managing Director and Pharma Analyst, Guggenheim
Win Rate
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return
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Ticker
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Mentions
First Call
Call Price
P&L
Thesis
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Long
Feb 04
$47.18
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Novo Nordisk's Wegovy pill has an opportunity to recoup market share losses because it is available in pill form and has a runway to establish itself before Lilly's own oral GLP-1 is approved, expected in the second quarter. Novo already has 130,000 patients on the drug, and cash-pay channels such as LifeMD and Ro are driving availability, though the uptake is not fully visible in reported data.
GLP-1 / Obesity
Long
Feb 04
$1104.00
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Eli Lilly has established a leadership position in the expanding GLP-1 weight-loss and diabetes market. Patient and physician preference is leaning toward Mounjaro and Zepbound because of greater weight loss, convenient weekly injection, and satisfaction after a single titration step. LillyDirect already has one million patients, and Lilly has an accelerating pipeline, an incredible patent-estate runway into the late 2030s, and a flywheel of incremental product launches satisfying other market segments.
GLP-1 / Obesity
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Seamus Fernandez has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026.
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