Investor Jordi Visser argues that Eli Lilly, a pharmaceutical company with 150 years of proprietary metabolic disease data, is positioned to be a major AI winner. Unlike AI hardware providers like Nvidia, Lilly combines AI with unique healthcare data and blockbuster obesity and diabetes treatments, potentially transforming it into a leading AI-powered drug discovery platform. This shift could significantly increase its valuation beyond traditional pharma metrics. The company's AI initiatives include partnerships with Nvidia and Google’s AlphaFold, signaling a strong AI infrastructure within its drug development process. While risks remain, Lilly’s deep data moat could make it a dominant player in the AI and healthcare intersection.
The investor highlights NVIDIA's massive revenue growth and cash flow, boosted by AI demand and strong capital returns. Eli Lilly impresses with high revenue growth driven by key drugs like Mounjaro and Foundayo, despite pricing pressures. Johnson & ...
Ahead of its mega-IPO, SpaceX revealed healthcare ambitions in its SEC filing, highlighting Starlink's role in improving remote healthcare access in underserved areas. The company also envisions manufacturing pharmaceuticals in orbit, leveraging micr...
The FDA has approved a new dosing regimen for EBGLYSS (lebrikizumab-lbkz), allowing maintenance injections every eight weeks for adults and children over 12 with moderate-to-severe atopic dermatitis. This offers patients a treatment option with as fe...
Despite geopolitical tensions and inflation concerns in 2026, some large-cap companies like Nvidia and Eli Lilly have posted impressive earnings growth. Investors seeking growth exposure in uncertain markets might consider a concentrated approach, fo...
Eli Lilly's stock surged 54% in nine months, driven by a 56% year-over-year revenue growth and a 47% operating margin, reflecting a fundamental revaluation rather than a simple rebound. The company’s incretin franchise, including Mounjaro and Zepboun...
