Hey, it's Kramer, and this is my morning take on the market from today's

CNBC Investing Club morning meeting.

Now let's talk about another stock that I like very much, Eli Lilly.

There's an announcement today about Novanortis' CEO stepping down.

Novon Nord's had a lead in these drugs.

And all this does that he's stepping down punctuates how much Eli Lilly is caught up and passed them.

We're focused on the pill.

We're focused on how they've been able to have a moat by building out the facilities you need.

We have even focused on the idea that Novo Nordisk is a Dutch, a Danish company.

We know the president is going to make them build in our country. Now, this also made me kind of like that I think the reason why maybe CVS got this deal,

I think Dovo is desperate.

I think they want to do that deal.

That's the preferred formulary deal.

Yes. And I think that because of the that deal. That's the preferred formulary deal. Yes.

And I think that because of the two inch waistline gain over Novo that Lilly has,

in other words, you lose, you go to USA your waist is 34, you go to 32.

Yeah, we saw this week another study head to head that Eli Lilly's injectables be, you know, essentially beat Wagovi and Ozambic.

So they lost, they've lost three weeks?

Oh, for sure.

Yeah, they had the head start.

They lost it on the injectables.

They lost it on manufacturing, as you pointed out, as well as the pill.

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