Squawk on the Street Cramer's Morning Take: Eli Lilly 8/7/25
Aug 7, 2025
The podcast dives into Eli Lilly's recent disappointing drug trial and its impact on stock performance. Analysts express mixed opinions as competitive pressures in the GLP-1 sector loom large. Despite positive quarterly results, concerns lead to discussions about selling shares. The conversation touches on market sentiment and hints at potential opportunities within Eli Lilly's medication pipeline, highlighting the intricacies of investor reactions.
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Mixed Results for Eli Lilly
- Eli Lilly's quarterly performance beat expectations in the obesity and type 2 diabetes market.
- However, oral GLP-1 pill trial results were disappointing with slightly lower weight loss and higher discontinuation rates.
Address Wall Street Concerns
- Investors should not dismiss Wall Street's concerns when stocks seem good.
- Companies must clearly address Wall Street's criticisms to maintain investor confidence.
Prospects for Oral GLP-1 Pill
- The oral GLP-1 pill is expected to get approved and launch in early 2026.
- Millions prefer oral meds to injectables, and the pill is easier to manufacture without supply bottlenecks.