Squawk on the Street Cramer’s Morning Take: Eli Lilly 11/24/25
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Nov 24, 2025 Jim Cramer discusses Eli Lilly's promising future, predicting a market far larger than expected. Despite disappointing news from Novo Nordisk's Alzheimer's trial, Lilly's unique focus on liver disease and hypertension keeps it strong. Analyst optimism surrounds Lilly's upcoming Orphoglipron launch, contributing to rising price targets. Notably, Lilly has reached a trillion-dollar market cap, marking a historic milestone for healthcare companies. Tune in for insights that could shape your investment strategies!
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Lilly's Market Is Bigger Than You Think
- Jim Cramer argues Eli Lilly's market will be far larger than expected because its focus extends beyond diabetes into liver disease and addiction treatments.
- He highlights oral GLP-1s and liver-focused indications as the next big growth drivers for Lilly.
Novo Setback Doesn't Doom Lilly
- Cramer contrasts Novo Nordisk's Alzheimer GLP-1 setback with Lilly's different neuro and addiction focus, implying limited negative spillover.
- He notes investors quickly bought Lilly after the Novo disappointment, signaling confidence in Lilly's distinct strategy.
Consider Positioning For Oral GLP-1 Launch
- Investors should consider positioning for Lilly's upcoming oral GLP-1 launch, which analysts expect to meet revenue consensus.
- Two firms raised price targets reflecting confidence in Orforglipron's near-term impact.