$LLY

4 theses

bullish 75%neutral 0%bearish 25%

Avg return (6m)

+12.9%

Win rate (6m)

0% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 19, 4:30 PM ET

$LLYr/ValueInvestingStock Analysisbullish

u/JoeInOR · 62d ago14 prior · 100% at 3mo

“Not a position but I watch it closely.”

I built a new metric called Y220. Given a company's true FCF yield today and its 3-year revenue CAGR, how long until it reaches 20% yield?

LLY passes the Y220 screen despite failing the current yield test, with parabolic revenue growth and aggressive share retirement offsetting valuation concerns; early GLP-1 innings offer durability questions but compelling optionality.

At post $1,225.73Now $1,240.34+1.2% since postedas of Oct 19, 4:30 PM ET

1d+4.5%

3d+2.4%

1w+0.6%

1m-6.0%

3m—

6m—

1y—

original post →

$LLYr/ValueInvestingStock Analysisbullish

u/Icy_Abbreviations167 · 75d ago6 prior · 20% at 3mo

Eli Lilly’s GLP-1 machine is still running hot

Eli Lilly's GLP-1 franchise (Mounjaro and Zepbound) delivered strong Q2 results with 48% revenue growth and 32% non-GAAP net income growth, significantly beating expectations. The company raised full-year guidance and has an active pipeline with completed Phase 3 data for retatrutide and FDA submissions, supporting sustained upside.

At post $1,168.19Now $1,240.34+6.2% since postedas of Oct 19, 4:30 PM ET

1d+1.9%

3d+1.4%

1w+4.3%

1m-1.6%

3m—

6m—

1y—

original post →

$LLYr/wallstreetbetsGainbullish

u/trsx5 · 155d ago2 prior · 33% at 3mo

“I'm still in $LLY”

After 4 years.. i did it. +107K (realized) YTD.

Author's biggest winner YTD and states they remain positioned in LLY. The stock was one of their major plays contributing to the +107K realized gain, and they emphasize concentration builds wealth.

At post $986.68Now $1,240.34+25.7% since postedas of Oct 19, 4:30 PM ET

1d—

3d+3.1%

1w+7.8%

1m+13.6%

3m+19.6%

6m—

1y—

original post →

$LLYr/ValueInvestingDiscussionbearish

u/SelfMastery__ · 368d ago3 prior · 25% at 3mo

Trump says the prices of GLP-1s will come down “pretty fast”

Trump's announcement that his administration will negotiate lower GLP-1 prices threatens Eli Lilly's profitability and margin structure. The immediate post-market decline reflects market concern about pricing pressure on the company's blockbuster weight loss drug franchise.

At post $814.24Now $1,240.34+52.3% since postedas of Oct 19, 4:30 PM ET

1d-2.0%

3d-2.0%

1w+0.2%

1m+25.3%

3m+31.2%

6m+12.9%

1y+54.4%

original post →

End of results.