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Squawk on the Street

Cramer's Morning Take: Eli Lilly 4/17/25

Squawk on the Street

CNBC

Business, Investing, News

4.1567 Ratings

🗓️ 17 April 2025

⏱️ 4 minutes

🧾️ Download transcript

Summary

Jim and Jeff discuss this pharmaceutical stock's drug trials. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

I'm Jim Kramer and you're about to hear a sample taken directly from today's

0:06.5

CBC Investing Club morning meeting.

0:09.0

Eli Lilly.

0:10.0

Well, it's a big win today for Eli Lilly's.

0:13.0

You can see the stock up almost 15%.

0:15.0

It's not done.

0:16.0

It's not because it became a one horse race after this because the pill people hate shots at 80%

0:24.6

people hate shots so they tend to get off injections so they get off this thing before they

0:29.5

should they don't let you go kottom kutong these are all like I take this one for my brain

0:34.4

and it does hurt and I don't like it yeah I always have to have to look forward to Monday. I have to take it. I don't want it. If I had a pill, I'd take it a second. This is a pill. Yeah. So we're talking, of course, about an oral GLP1 pill, phase three data, Eli Lilly, announced today. And this is for a diabetes trial, not obesity, but that one's coming in the third quarter.

0:55.0

But it was good.

0:57.0

Wagovi, OZembeck like efficacy.

0:59.0

So you're getting an injection like efficacy but through a once daily pill.

1:03.0

But most importantly, the safety and tolerability, very consistent with injectable therapy.

1:09.0

So that was a big win.

1:10.9

We've seen other companies struggle with some of the safety and tolerability issues.

1:15.7

Pfizer just continued working on their pill because of safety and tolerability.

1:19.6

Vikings nowhere.

1:20.5

Remember that Viking was supposed to be something?

1:22.8

Yeah.

1:23.2

Look, I mean, that's a, it is now a very small biotech now.

1:26.8

But I think regenerum has something, but in two years.

...

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