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Eli Lilly

LLYBullish

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

2 takes · first discussed Feb 7, 2025 · last May 1, 2026

Stock since first call
+32.9%
$878.31 → $1,167
Current call
Bullish+32.9%
since Feb 7, 2025✓ right so far
anchored Feb 7, 2025 · as of Jun 11, 2026

The tape vs. the takes

Every call, plotted at the price the day they made it.

$1,167$635.22FFriedberg — bull — Feb 7, 2025FFriedberg — bull — May 1, 2026Feb 7, 2025Jun 11, 2026
letter = host · click for the quote

Where they stand now

FriedbergFriedberg
Bullish

Friedberg is bullish on Lilly's retatrutide pipeline as a transformative premium product — with Phase 3 data showing superior fat loss, muscle preservation, and systemic health benefits — that positions Lilly to command high pricing as the clear upgrade from tirzepatide.

E271 · May 1, 20262 takes ↓

The discussion

Friedberg holds a consistently bullish view on Eli Lilly across both theses, with conviction rising over time. In February 2025, he pointed to large-scale VA data showing GLP-1 agonists deliver significant health benefits well beyond weight loss — including a 30% reduction in cardiac arrest risk — arguing this expands Lilly's addressable market and reinforces its long-term growth story. By May 2026, his focus shifted to Lilly's pipeline candidate retatrutide, whose Phase 3 data on fat loss, muscle preservation, and systemic health he views as transformative, likening it to a premium product upgrade that would allow Lilly to command higher pricing above tirzepatide. No other hosts provided theses on Eli Lilly, so there is no disagreement to note.

How they got there

FriedbergFriedberg2 takes since Feb 7, 2025
’26
BullishE271May 1, 2026⚑

Friedberg is bullish on Lilly's retatrutide pipeline as a transformative premium product — with Phase 3 data showing superior fat loss, muscle preservation, and systemic health benefits — that positions Lilly to command high pricing as the clear upgrade from tirzepatide.

If I'm Lilly and I'm sitting there and I'm looking at this data coming out, I'm like, my God, people will 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.