meta_pixel
Tapesearch Logo
Log in
Squawk on the Street

CNBC Investing Club: Cramer’s Morning Take on Eli Lilly 2/4/26

Squawk on the Street

CNBC

News, Investing, Business

4.1567 Ratings

🗓️ 4 February 2026

⏱️ 3 minutes

🧾️ Download transcript

Summary

Cramer says this pharmaceutical giant is ‘so far ahead’ of its peers in drug trials. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

Jim Kramer here to share a short preview of my take on the market from today's members-only

0:07.1

CNBC Investing Club Morning Meeting.

0:09.0

Join the club for full access to the morning meeting every day at 1020 a.m.

0:14.7

Visit CnBC.com slash morning take to sign up today.

0:19.7

That's one word, morning take. First, let's get to Eli

0:24.4

Lilly, because after seeing Novo's numbers yesterday, Novo Nordus, I was pretty worried that they

0:29.5

wouldn't be able to balance this lower in price because of the agreement with the Trump

0:33.8

administration increase in volume dynamic. And they can. It was a great quarter, but guidance is what really stood out with revenue guiding the 80 to

0:42.2

83 billion. Consensus was 77 billion, 25% worth at the midpoint, EPS better than expected as well.

0:49.7

They are taking share, clearly.

0:53.5

Yeah, that's taking a couple share points this quarter.

0:56.0

Now, one of the things that I think I always look at are trials, and they're doing some trials.

1:01.0

They're finally doing the alcohol trials, I'm surprised that.

1:05.0

But they're also doing tobacco.

1:07.0

They're doing another form of arthritis because of knees when you're heavy

1:12.1

and I just want to point out that this thing is so far ahead in the trials in

1:17.7

Nova Nordus that there is going to be continued gulf because you knowvonoris isn't a

1:23.7

little just just just for new indications, expanding access.

1:28.2

We do have, or for Glipper on the pill, expected to be approved in April.

1:34.4

As we've learned from Nova Nortis, it is expanding the category.

1:38.2

It's not people right now as much switching from the injectables to the pill, the oral pill it is it's new people

1:46.7

coming into the category so that let's just talk about the pill for a second yes

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.