Eli Lilly is still riding the obesity drug wave, printing cash while the rest of the market pretends to be stable. Mounjaro and Zepbound are the only reasons their P/E looks like that. My neighbor’s dog won't stop barking. It’s all speculation on a single product cycle, which is a dangerous game to play when the regulators decide to wake up. If these GLP-1 numbers miss by even a few basis points, the institutional money will dump their bags before you can even refresh the ticker. It is a straight line until it isn't, and you are just waiting for the pivot to get wrecked.
@stockwatchdaily
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2August 8, 2026 6.2K
