Calls
1
u/Lunar_Excursion
Reddit r/ValueInvesting
Win Rate
100.0%
return
+6.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 21
$1078.52
+6.9%
The author argues Eli Lilly is the real value play in GLP-1s, citing a PEG ratio around 1, Q3 revenue growth of 54% at 48% operating margin, and tirzepatide prescription growth of +10% versus semaglutide at -0.8%. Catalysts in 1H 2026 include orforglipron FDA approval and ACHIEVE-4 MACE readout, retatrutide TRIUMPH and TRANSCEND-T2D-1 readouts, and the remternetug TRAILRUNNER-ALZ 1 readout. The author highlights remternetug as a potential surprise, a more potent subcutaneous follow-up to Kisunla that could reduce ARIA complications and eventually prevent Alzheimer's. No specific risk is stated.
GLP-1 / Obesity
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/Lunar_Excursion has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: LLY.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
