Cramer’s Mad Dash: Eli Lilly

Watch on YouTube ↗  |  July 21, 2026 at 14:12  |  3:27  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

Jim Cramer remains bullish on Eli Lilly, citing its strong manufacturing and a weak lawsuit from Novo Nordisk. He avoids Abbott Labs due to potential GLP-1 impact on diabetes. He also briefly notes Kraft Heinz's resilience but laments food stock weakness.

  • Cramer remains bullish on Eli Lilly despite Novo Nordisk lawsuit.
  • He sees Lilly's manufacturing infrastructure as a competitive advantage.
  • He is concerned about Abbott Labs due to GLP-1 drugs reducing diabetes cases.
  • He did not recommend Abbott despite a better quarter.
  • He notes Kraft Heinz CEO understands the business but food stocks are down.
  • He dismisses the impact of GLP-1s on airline fuel savings theory.
  • He highlights the NEJM article as authoritative backing for Lilly's ad.
Ideas
Jim Cramer Host, Mad Money 0:14
Lilly lawsuit overblown, infrastructure edge.
Bullish on Eli Lilly as the lawsuit by Novo Nordisk is not a big deal; Lilly's ad is based on an authoritative New England Journal of Medicine study, and Lilly has superior manufacturing infrastructure to win the GLP-1 battle.
Jim Cramer Host, Mad Money 2:12
Abbott threatened by GLP-1 diabetes reduction.
Concerned about Abbott Laboratories because GLP-1 weight-loss drugs may reduce diabetes prevalence, threatening Abbott's core diabetes business, so he did not recommend the stock despite a better quarter.
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Speakers: Jim Cramer  · Tickers: LLY, ABT