Hey, it's Kramer, and this is my morning take on the market from today's CBC Investing Club morning meeting.

Let's tackle something that I think that a lot of misinterpretation.

Eli Lilly this morning.

Stock was up, barely initially.

Let's do a couple stipulations. People who have diabetes is hard for them to lose weight.

Harder than a person who's

just overweight without diabetes. So if you do a study which shows that those who have diabetes

lost 10%, and then you do a study which says that those who don't have diabetes lose 10%. It's entirely possible that

this pill, this formulation is radically better for people who are just, who are obese.

Because if it's really good for the people who definitely have diabetes too, it could be great

for people who are just obese. So that's why the stock can continue to climb, because this pill is very meaningful.

This is the GLP1 pill that we've seen now three phase three studies on.

Today was important.

It was a milestone because now they're going to move into filing for approval.

Yeah, it's going to be your end.

And obviously, the percentage of people who hate getting the shots is up to like 80% now.

So that's why a lot of people get out.

So three advantages on why you would take a once daily oral for, say, once weekly injection.

Well, one is that it's easier to manufacture.

The auto-mex is that's the real bottleneck when it comes to the injectables.

Right. So you don't have to deal with that.

It's easier to ship and store because injectables have temperature requirements, and they need to be refrigerated.

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