Investing into Lilly. Thoughts.

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MikeyMike said:
Good question. I've been in NOVO for about a year and half after my wife lost 55lbs with Wegovy. Novo is well established and has a lot of other drugs besides GLP that perform well. But don't think I would jump in too heavily right now. Though I did call it when they launched oral Wegovy it would be huge. The stock was nose diving before that since Manjouro was kicking Wegovy's tail. Oral Wegovy had one of the strongest quarters for a new drug ever, and the price reacted accordingly.

I think Viking has more potential as the stock is a value stock at this time, but unproven. Has a nice pipeline of products and as we have seen in big Pharma if they don't hit it big with one of these drugs they will get bought at a decent premium.
Good info. Also something to keep an eye on, Pfizer has a once a month dose of GLP1 that is in clinical trials. They got it with their purchase of a company called Metsera.
 
Whiynot20026 said:
I’m thinking about buying Lilly stock this week. Thoughts. With the Reta and massive size and they are making 20 billion a quarter currrntly what’s not to love. I think it’s going to have a massive run. But I’m pretty dumb when it comes to investing.

Bill
Personally I had a few k in a random retirement account so bought a little Lilly and a little Novo.

Caveats:

I tend to buy and hold.

I don’t care if I lose this $$$ (likely won’t lose it all, it’s pharma after all)

Lilly has been up, Novo down. I treat individual stocks like gambling, I don’t put down anything I can’t lose. My “serious” retirement accounts are diversified properly.

It all depends on your goals. I thought there was going to be more of a run on Novo but I’m down 20% overall. But since I have not cashed out it’s not lost yet.
 
I’m leaning towards 100 shares and hold long. Thank you for everyone’s input. Everyone had great thoughts. I love the idea of this going up and splitting. Hopefully just before the Reta release.

Bill
 
Mr. Blonde said:
Investing? No. I'm de-investing by buying gray!
honestly you would probably make more buying $1,000 worth of reta to resell then you ever would buying LLY
 
Mr. Blonde said:
Investing? No. I'm de-investing by buying gray!
it's kinda funny seeing someone on a gray forum thinking about investing in the company that would benefit from the very drug we're all getting behind said company's back 😂😂😂

OMG the calls are coming from inside the house 😲
 
Whiynot20026 said:
I’m thinking about buying Lilly stock this week. Thoughts. With the Reta and massive size and they are making 20 billion a quarter currrntly what’s not to love. I think it’s going to have a massive run. But I’m pretty dumb when it comes to investing.

Bill
I invested into Lilly a couple of years ago. I wish that I had invested a whole lot more. Lilly is by far my best investment in the last 5 years or so. They need to pay a reasonable dividend though. Like Berkshire Hathaway, we have to sell the stock to reap any profits. I don't want to sell while the stock is still climbing, or has such potential. I would like some of the profits though.
 
Every bit of information that you know plus lots more is already priced into LLY valuation. Everyone thinks they have a unique perspective or inside information but it's been proven time and again that it's nearly impossible to beat the market. Just buy VT and chill. But that dopamine hit from a winning bet or stock pick is worth something. Go for it.🙂
 
bay_area_schizo said:
it's kinda funny seeing someone on a gray forum thinking about investing in the company that would benefit from the very drug we're all getting behind said company's back 😂😂😂

OMG the calls are coming from inside the house 😲
The GLP1 market was $80 Billion in 2025 and it's growing. Most GLP1's come from doctors prescriptions world wide, not the grey market. That will continue as most people trust their doctors advise, and their governments to keep medications safe.
 
Lovedog100 said:
The GLP1 market was $80 Billion in 2025 and it's growing. Most GLP1's come from doctors prescriptions world wide, not the grey market. That will continue as most people trust their doctors advise, and their governments to keep medications safe.
oh I get it...I just found the juxtaposition intriguing. like a crack dealer investigating in recovery centers. are those two things at cross purposes? yes. will said crack dealer still make money? again yes 😂
 
Whiynot20026 said:
I’m thinking about buying Lilly stock this week. Thoughts. With the Reta and massive size and they are making 20 billion a quarter currrntly what’s not to love. I think it’s going to have a massive run. But I’m pretty dumb when it comes to investing.

Bill
I LOVE IT !!!! I got 35 shares at $248 per share... not sure about jumping in now. maybe SPY, VOO, qqq vgt , smh, qqqm or schg... Remember, It's TIME in the market not TIMING the market..

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Bought some a few months ago and held in through the dip. Now I'm up about 10%. I think that large institutions have probably priced in the approval of Retatrutide, but I don't know that retail investors have. Also I'm not sure the institutional investors fully understand how revolutionary GLP-1 meds are. Only those of us on the front lines, syringes in hand, really "get" it. The future is very bright for pharma companies who can ride this wave.
 
bay_area_schizo said:
oh I get it...I just found the juxtaposition intriguing. like a crack dealer investigating in recovery centers. are those two things at cross purposes? yes. will said crack dealer still make money? again yes 😂
That's a weird statement. I'm invested in Ford and Honda, yet drive a Mercedes. There isn't a cross purpose, and it's not like crack. Both have been excellent investments. GLP1's are a growing industry. With more and more people eating crappy processed foods, GLP1's will be around for a long time, and expand world wide. (just like junk food) I have no problem profiting off the trend. It beats working. 😎
 
Whiynot20026 said:
I’m thinking about buying Lilly stock this week. Thoughts. With the Reta and massive size and they are making 20 billion a quarter currrntly what’s not to love. I think it’s going to have a massive run. But I’m pretty dumb when it comes to investing.
If you have some extra fun money, it could be entertaining to buy some stock and follow it.

However, very few people can beat the market by picking stocks. Some people get lucky.

It is a good idea to begin investing as soon as you can -- look into buying passive index funds -- historically they deliver reliable, long-term returns around 8-10% annually, even more than most actively managed funds.

(However before that make sure you have fully funded your Roth IRA -- it gives you a big tax advantage over time.)

For years I have been on a forum similar to this one; it has a funny name but a lot of smart people. They are investors who follow the investment philosophy started by John Bogle, the founder of Vanguard -- they call themselves the Bogleheads.

Often when I want to explore an investment question, I go to a search engine and type "Bogleheads"-- and then my search term to find what they are saying on the forum.

I also like Investopedia and the White Coat Investor.

Here are some links describing index investing -- more rabbit holes to go down ;-) for those interested --

A blog post -- https://www.bogleheads.org/blog/2014/09/17/why-index/

Picking Individual Stocks Is a Loser's Game | White Coat Investor

Wondering why you're no good at stock picking? The odds are stacked dramatically against you. Do yourself a favor and don't play this loser's game.

www.whitecoatinvestor.com

10 Reasons I Invest in Index Funds | White Coat Investor

Most of my portfolio is invested in index funds. I hope that's not news to you. Here are 10 of the reasons why.

www.whitecoatinvestor.com

https://www.investopedia.com/bogle-s-strategy-simplifies-investment-plans-11893621

A sample post on the Bogleheads forum -- https://www.bogleheads.org/forum/viewtopic.php?t=461242

Index investing has been around for a long time and remains a valid investment strategy. Fundamental investment principles tend to stay consistent, unless you want to explore investing in crypto -- that's a newer, whole different subject...
 
I think they dominate the market for the next couple of years in the injectible market. After that the competition will start to eat at their profits. Of course, no one can time the market or predict stock prices. The one thing I will say is that they focused on maximum profit at the expense of patients. The health of the population who needed treatement was not a concern. Neither was brand loyalty. When the competition does come, no one is going to have a warm, fuzzy feeling about Eli Lilly. And yes, those of us who lived through the last few years will remember.
 
Hopefully it'll split soon definitely wait for the split.

I purchased a literal shit ton when it was under $500 and I'm basically going to retire at this point LOL but yes there's no downside to the stock
 
bbbilly said:
honestly you would probably make more buying $1,000 worth of reta to resell then you ever would buying LLY
Accurate. $100 of triz could sell for 500x and people would STILL think they're getting an amazing deal. "Front door" costs 300-1000/month without insurance.

Quicker turnaround too. 🙃 Maybe I'm approaching this wrong.
 
Vriende said:
If you have some extra fun money, it could be entertaining to buy some stock and follow it.

However, very few people can beat the market by picking stocks. Some people get lucky.

It is a good idea to begin investing as soon as you can -- look into buying passive index funds -- historically they deliver reliable, long-term returns around 8-10% annually, even more than most actively managed funds.
I started late actually at 35 yr old with a small 401K from my corporate company. Moved on to my next job and started make way more and put more into the new 401. One of my kids recommended the market. Found a good Fidelity fund and have stuck with it. I know it's at least 10%, and I actually have to pull some out end of the year, so I don't get hit on gains tax.
 
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