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Eli Lilly

LLYCommentary

Pharmaceutical company that researches, develops, and markets drugs including treatments for diabetes and obesity.Yahoo Finance ↗lilly.com ↗

1 take · first discussed May 1, 2026

Where they land
Commentary
Who's weighed in
Friedberg
Takes
1
First discussed
May 1, 2026

Commentary only — they've discussed this name but haven't made a call on it, so we don't attribute any call return to it. The stock's price chart and the takes are below.

How the stock has moved

The price since they started discussing it. Click a mention to see where it stood — these are comments, not calls.

prices through Jul 13, 2026
0%$1,236$948.45Friedberg on LLY · commentary May 1, 2026+23.4%May 1, 2026Jul 10, 2026
click a chip for the quote + move since comment

Where they stand now

FriedbergFriedberg
Commentary

Friedberg highlights retatrutide's exceptional Phase 3 data — 37-lb weight loss, 80% liver fat reduction, A1C improvement — and frames it as Lilly's premium upgrade product that will command high pricing, making it a major revenue opportunity on top of discounted tirzepatide.

E271 · May 1, 20261 call ↓

The discussion

Among the hosts, only Friedberg has offered a view on Eli Lilly, expressing high conviction bullishness as of May 2026. He centers his thesis on retatrutide's Phase 3 results — specifically 37 lbs of weight loss, 80% liver fat reduction, and A1C improvement — arguing these figures position it as a premium, high-priced "upgrade" product sitting above a more competitively priced tirzepatide. Friedberg frames this two-tier dynamic as a significant compounding revenue opportunity for Lilly, likening retatrutide to a luxury-tier offering akin to a BMW or Model S Plaid. No other hosts provided theses, so no cross-host agreement or disagreement can be assessed.

How they got there

FriedbergFriedberg1 mention since May 1, 2026
PositiveE271May 1, 2026⚑

Friedberg highlights retatrutide's exceptional Phase 3 data — 37-lb weight loss, 80% liver fat reduction, A1C improvement — and frames it as Lilly's premium upgrade product that will command high pricing, making it a major revenue opportunity on top of discounted tirzepatide.

I'm sure if I'm Lilly and I'm sitting there and I'm looking at this data coming out, I'm like, my God, people 'pay for this.' And that starts to become sort of like the upgrade to the BMW, or the Model S Plaid, if you will.”1:04:01
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.