Squawk on the Street Cramer's Morning Take: Eli Lilly 8/26/25
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Aug 26, 2025 Explore Eli Lilly's potential stock rise bolstered by its innovative weight loss formulation targeted at diabetic and overweight individuals. Discover the shift from injection to oral GLP-1 medication, highlighting benefits like easier manufacturing and better patient comfort. The conversation also touches on the challenges of medication compliance and effectiveness. It's an insightful look at the intersection of healthcare advancements and market dynamics.
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Oral GLP-1 Upside For Lilly
- Eli Lilly's oral GLP-1 pill could drive further stock gains if it works well for diabetics and obese patients alike.
- Success in diabetics implies even greater potential in the broader obese population.
Prepare For Approval Filing
- Expect the company to file for approval after positive phase 3 results and plan for a year-end regulatory timeline.
- Consider that many patients prefer oral dosing over injections, which can expand uptake.
Practical Advantages Of Pills
- Oral daily pills hold clear advantages over weekly injectables beyond convenience.
- Manufacturing, shipping, storage, and needle anxiety all favor oral formulations.