LLY Eli Lilly and Company Loading... : Bullish and Bearish Analyst Opinions
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01:32
Jun 04
Jun 04
Eli Lilly announced a $1.9 billion deal with Ascidian for kidney-disease treatment, but the tweet is a factual report without a forward-looking position.
LOW
17:05
Jun 03
Jun 03
Eli Lilly and BioNTech warn that proposed German healthcare reforms risk undermining investment in the country.
15:56
Jun 03
Jun 03
Eli Lilly plans to reduce its planned investment in Germany due to a new bill.
12:23
Jun 03
Jun 03
Eli Lilly announces a deal worth up to $1.9 billion with Ascidian Therapeutics to develop genetic medicines for rare kidney diseases.
11:13
Jun 03
Jun 03
Oncology pipeline underappreciated, eight new medicines coming.
Lilly's oncology business is underappreciated by investors focused on GLP-1s, but it has line of sight to eight new cancer medicines or big label expansions, which he has seen clinical data for and believes will drive significant future growth, making Lilly a long-term compounder beyond just weight loss.
MED
02:10
Jun 03
Jun 03
Long quality compounder names ISRG, LLY, MA on the thesis that as AI stocks price earnings further out, these high-quality non-AI growers are increasingly attractive on a relative basis and are being ignored by the market.
MED
17:54
Jun 02
Jun 02
Buy quality non-AI compounders as AI stocks price growth further out, making established growth names like ISRG, LLY, and MA relatively more attractive on a forward-growth-priced-in basis.
MED
13:08
Jun 02
Jun 02
The author believes Eli Lilly is fairly priced with limited near-term upside, while suggesting another unnamed ticker has more near-term potential and reta approval upside is six months away.
LOW
23:21
May 31
May 31
Author discusses a future sector shift from GAI infrastructure to pharma/healthcare and notes LLY as a large position via calls, but the main tweet is a forward-looking plan without a current trade call on the listed tickers.
LOW
14:16
May 31
May 31
Guest @jvisserlabs names LLY as a top AI-adjacent stock, citing 55% YoY revenue growth, active AI partnerships, and ongoing acquisitions in longevity and chronic disease.
MED
19:26
May 30
May 30
The author notes insider buying in biotech and healthcare plays, aligning with a defensive rotation thesis, but does not state a personal position.
13:15
May 30
May 30
The tweet promotes a podcast interview discussing Eli Lilly's AI partnerships in longevity and chronic disease, but the author does not state a personal position or forward-looking trade call.
LOW
17:14
May 28
May 28
The author expresses a personal long-term bullish view on Eli Lilly by stating they love it for a long-term portfolio, endorsing the parent's positive context.
16:46
May 28
May 28
Watch LLY as a co-innovation AI drug discovery lab with NVIDIA, backed by up to $1B joint investment over five years in compute, talent, and infrastructure on the BioNeMo platform.
MED
16:26
May 28
May 28
Buy LLY as PBM coverage expansion for the full obesity portfolio unlocks a large new patient pool; chronic indefinite use supports durable revenue; stock trades below 30x forward earnings with PEG under 1.5 and has technically broken above a multi-tested ~$1,100 resistance level.
MED
13:57
May 28
May 28
Long LLY via Jan 2027 calls as one of the author's largest positions. All three major PBMs now cover Lilly's full obesity portfolio, dramatically expanding patient access; LLY is also outperforming across non-GLP-1 segments and benefits from an NVDA partnership in AI-driven pharma research.
HIGH
12:46
May 28
May 28
CVS restoring LLY GLP-1 coverage signals NVO-driven price war forcing Eli Lilly into pricing concessions; speaker flags structural margin pressure across the obesity drug category.
MED
23:47
May 26
May 26
Long Eli Lilly, new drugs promising.
Eli Lilly continues to improve with a new weight-loss drug retatide that appears to bust fat not muscle in phase 3 trials, and a separate gene therapy showing great cholesterol data. Brilliant management justifies its trillion-dollar valuation as the only healthcare company at that level.
HIGH
23:36
May 26
May 26
Lilly announced acquisition of three vaccine developers; speaker notes the M&A event with no directional commitment.
LOW
11:47
May 26
May 26
The author warns that equity markets near all-time highs face multiple compression from rising real yields, consumer bifurcation, and $103bn in potential CTA selling, while Chinese AI models outpace U.S. peers and geopolitical risks remain fragile.
21:53
May 25
May 25
Martin Shkreli dismisses the value of a Lilly acquisition, suggesting the deal was insignificant and the asset unwanted.
20:45
May 25
May 25
Chamath reacts with surprise to a quoted claim about Eli Lilly's gene therapy for LDL cholesterol, but expresses no directional view.
12:54
May 25
May 25
Reports LLY oral pill launch per Fierce Pharma; factual product development observation, no directional view.
LOW
12:54
May 25
May 25
Reports that Eli Lilly launched an oral pill (likely obesity/diabetes) per Fierce Pharma; product launch is a fundamental event, no directional commitment from speaker.
LOW
03:21
May 22
May 22
Eli Lilly weight-loss drug promising.
Eli Lilly's new weight-loss drug retatrutide showed strong clinical results with up to 28% weight loss. The drug has blockbuster potential given the large obese population in the US. BMO has a $1,300 price target. Long-term bullish.
MED
11:54
May 21
May 21
Reports Phase III weight loss data beating expectations, strengthening competitive position; no directional trade call from speaker.
HIGH
23:29
May 18
May 18
Brad Setser comments on lost tax revenue from intellectual property rents of Apple and Eli Lilly identifying as Irish, highlighting fiscal implications for US defense budget.
HIGH
23:49
May 11
May 11
Eli Lilly is a buy.
Eli Lilly is a bull market. Cramer did extensive work on the stock and is ready to roll with it.
HIGH
23:45
May 11
May 11
Adam May mocks a previous prediction about HIMS dropping to $6 after LLY's DTC launch, noting LLY already had such a platform, with no forward-looking market view.
HIGH
15:22
May 08
May 08
The author questions why Eli Lilly's oral rollout is underperforming compared to oral Wegovy, seeking clarification on market execution.
HIGH
About LLY Analyst Coverage
Buzzberg tracks LLY (Eli Lilly and Company) across 35 sources. 35 bullish vs 1 bearish calls from 55 analysts. Sentiment: predominantly bullish (35%). 98 total trade ideas tracked.