Eli Lilly & Co. (LLY)

Beneficiary of obesity drug development.
Healthcare sector growing. 
Demand for obesity reduction growing.
Selling on strength, but still owns shares.

Both companies are leaders in the diabetes market which is one of the fastest growing areas. Although Eli Lilly is more well rounded he has owned Novo for many years. They are both in a good spot in developing drugs for Obesity - the question is will the insurance companies cover these drugs since Obesity is not a disease.

Unlike other healthcare stocks, this has rallied 50% this year. Their diabetes drugs has great potential, but Wall Street doesn't appreciate it. LLY's Alzheimer's drug is in the late stages, also promising.

It's feast or famine here. The obesity drugs either fatten company profits or not. Lilly is, though its current rally is overdone.

Doing well because of its weight-loss drug and the prospective Alzheimer's drug. Valuation of 50x earnings is too high for him. Lots of froth. The market has a way of luring us in, and then the trap springs shut. Better value opportunities out there.

A pharma company that can do the heavy lifting in your portfolio.

Benefitting from weight-loss drug, which will drive the stock for a long time. A massive market. It's gone up a lot, so you'll probably see a pullback. Insurance companies should love the health benefits and eventually cover the cost.

It was upgraded today. Well, that's too late! LLY already made a huge move after its new revolutionary drug that treats diabetes. It comes down to timing. Don't buy when everyone is saying buy buy buy.

Obesity is a global problem. Once a drug is approved for one use, a physician can prescribe it for another. Lilly has approval for diabetes, and is on the cusp of approval for weight loss. The weight loss is dramatic, reduces diabetic risk. About to become a huge piece of business. Yield is 0.98%.

Has done very well the past 5 years. 
Demand for diabetes and weight loss drugs very strong.
Largest healthcare company in the world.
Valuation very high - would wait for shares to fall before buying.
Likes other companies in the space at lower price. 

Likes it, but took profits today. Don't be greedy.

It is a very diversified pharmaceutical business and is executing well. It is focused on an Alzheimer drug that still needs to be validated but looks promising. A real driver is Monjaro for Diabetes, hopefully ready by mid 2024. It also covers the obesity issue with a 22% weight loss production component. This is a massive amount of change in weight. It is phenomenal what they are doing. The stock has already climbed quickly so the price reflects built in high growth. Its drugs are needed for future population trends.

Alzheimer's drug looks interesting, concerns about side effects. Good cancer drugs. Interesting diabetes and weight loss drug. 45x forward earnings, 20%+ growth rate. Pricey, be cautious. RSI at 79% is overbought. He owns MRK. 

Remarkable momentum, trading like a biotech. Great news today, but the PE is a little rich at 60x.

Healthcare remains recession-resistant (not recession-proof) this year. They have pricing power. LLY didn't have a great quarter, but they raised guidance.