Jim Kramer here to share with you a sample of my take on the market from today's

CMBC Investing Club warning meeting.

Why don't we move to healthcare now?

So there are some disappointing trial data from Novo Nordis.

This was Alzheimer's.

This was their GLP1.

It was a two-year study using it.

Didn't meet its main goal.

You have Novo down big, Lily down maybe a little bit in sympathy. But Lily really had... This hasn't been a field where Lily... No. You can see it's now up. Where their focus has been in the neuro category. Their focus is alcohol, very important, and hypertension. The alcohol is very, very big.

Addiction.

Yes, that would be done, by the way, as people should know, as a liver story, not an

alcohol story, because alcohol is defined by AA.

A.A. is very powerful, even in Congress, and that's meeting higher power, and that's

totally understandable and great, but that's meeting higher power and that's totally understandable and great

but that's very much about diet and exercises, the analog, and what happened and the reason

why these drugs broke out is people recognize that diet and exercise was not working.

But remember, it was diabetes that got it going.

This will be liver, and it's going to be a far bigger market, and people really have to understand that that's what David Ricks is focused on.

Yeah, I think anyone who sold Lilly this morning on the Novo disappointment with the

buyers quickly came in because they want to be in for the oral GLP1 store.

You had two firms raise their price target this morning.

Bernstein to 1,300, Morgan Stanley to 1290.

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