LLYEli LillyNeutralEli Lilly
1w ago on
Next $LLY CEO watching Dave run the stock price to $7 trillion/share before retiring https://t.co/6G29Vy0liN
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I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
Cite asCryptoQuant has tracked the directional calls on LLY by @A_May_MD on X since Jan 2026: not yet scored on LLY (as of Nov 11, 2026).
Relative view by default: fewer than 30 LLY calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @A_May_MD to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Next $LLY CEO watching Dave run the stock price to $7 trillion/share before retiring https://t.co/6G29Vy0liN
View original →3rd and final earnings observation of the day, this time relating to $ABVX. UCB and Galderma are both European SMID biopharmas that are ABSOLUTELY CRUSHING IT launching into competitive I&I indications ON THEIR OWN. UCB, located in Belgium, launched Bimzelx into psoriasis and HS. Galderma, located in Switzerland, launched Nemluvio into atopic dermatitis and prurigo nodularis. Both European. Both independent launches. Both late-comers to large I&I indications with multiple competitive drug approvals already there. Both absolutely rocketing throughout their solo launches. *BOTH* of these companies have nearly tripled their market caps (both over $40B now) since the launch of their flagship I&I drugs. TRIPLED! Sure they have other assets, but it's obviously Nemluvio and bimzelx that are driving their valuations/growth. These stories are incredibly analogous to $ABVX, aside from the fact that Obefazimod would be the only one in this group that has the obviously best-in-disease asset. Why would we have any doubt that a GIA launch here would be any different, if not *better*? The "go it alone" UC-only case for $ABVX sets the floor for its valuation. In my strong opinion, we are currently trading beneath that floor as is. The "short the launch" mantra for SMID bios is dead. The market hasn't totally accepted that yet, but it is clearly evident if you're paying attention. We've got Belgian/Swiss biotechs going up against Dupixent, Humira, Cosentyx, Ebglyss, Rinvoq ($SNY $REGN $NVS $LLY $ABBV) etc etc etc and still absolutely crushing it. *Crushing* it. If you're looking at the GIA case for $ABVX as a negative scenario from the current price, I don't think you're paying any attention at all. That doesn't mean I think they won't be bought. I still think that is highly likely. But the floor here is being incredibly misjudged, and we have an abundance of real world evidence to support this.
View original →Fun fact: $LLY Eli Lilly headquarters rests over a section of subterranean “beer tunnels”. Part of a 19th century brewery whose property Lilly eventually absorbed. The company intentionally preserved the “beer tunnels” with a project in 2016. And still not a full #CheekyPint consumed?! 🍻
View original →$MANE - $LLY or $NVO? I’d wager $LLY Either way: Get it done soon. Biotech specialists need the liquidity *badly*. First CEO to break the M&A drought and provide that goes out an absolute hero.
View original →$NKTR awarded $90M in damages in its lawsuit vs $LLY. Nothing earth shattering. $NKTR walks away +$90M in cash…though their market cap is down nearly $600M since the trial started a little over a week ago 🤷🏻♂️. A period during which we also learned through trial proceedings that $NKTR is actively engaged in BD discussions for rezpeg… My hope is that this trial coming to a (mildly positive) conclusion removes a massive overhang for $NKTR. Stock was >$100 in the recent past, but it’s been a widely held notion that no “deals” could happen while the trial was pending. I have agreed with that. A lucrative deal with another pharma would’ve completely undermined their position that $LLY had damaged them. That limitation is now removed. We also should have AA off-treatment data any day now. As previously discussed, AA relapses *rapidly* when JAK inhibitor drugs are stopped, and this has massive implications for AA patients, as a full head of hair lost due to an interruption in treatment can take years to grow back. This is NOT like other conditions where you simply go back on the drug and regain the effect right away. Durability of effect, including durability with treatment interruptions that are common in the real world, is paramount. ~$1B EV. A drug for AtD and AA with a unique mechanism. Gotta think there’s strategic interest at these levels 🤷🏻♂️
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