LLY
Lilly’s still wearing the crown
Eli Lilly just picked up another dose of Wall Street enthusiasm, and this time the booster shot came from Morgan Stanley. The takeaway is pretty simple: Lilly’s GLP-1 machine keeps looking like the shiny object everyone wants to own.
Why the market cares
If you’re holding LLY, this matters because Morgan Stanley’s call is basically saying the bull case hasn’t gone stale. Between Mounjaro’s staying power and the company’s next-gen obesity pipeline, the street still sees Lilly as one of the clearest winners in a market that’s become part pharma race, part cultural obsession.
The rivalry is the whole game
Novo Nordisk is still the big rival in the ring, but this note suggests Lilly keeps looking like the company with the hotter momentum. That doesn’t guarantee a straight line up and to the right—biotech never works that neatly—but it does reinforce the idea that investors are still paying up for growth in GLP-1 land.
Big picture: when analysts keep reaching for the confetti cannons, it usually means the market still believes the story has legs. And in Lilly’s case, those legs are doing a lot of the heavy lifting.