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LLYBULLNVONEUTRALMIXEDFLIPPEDCNBC FAST MONEY · BEARISH IN JULY → BULLISH IN AUGUST

Eli Lilly over Novo Nordisk in GLP-1

Michael Farr argued for sticking with Eli Lilly over Novo Nordisk for GLP-1 exposure, despite finding Novo's valuation cheap.

CNBC FAST MONEY CHANGED ITS VIEW

BEARISH FOR 5 DAYS, THEN THE TURN
THEN31 JUL · BEARISHThe Mizuho analyst expressed skepticism that Eli Lilly's retatrutide will be the massive blockbuster investors expect, viewing its ~30% weight loss as incremental and potentially cannibalistic.NOW5 AUG · BULLISHMichael Farr argued for sticking with Eli Lilly over Novo Nordisk for GLP-1 exposure, despite finding Novo's valuation cheap.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE