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

CMBC Investing Club morning meeting.

This morning, Eli Lilly announces the head-to-head phase three trial, which showed

Zepbound had superior weight loss in Novonordas Wagovi.

Zepbound on average 20.2% weight loss over at 72 weeks versus Wagovi 13.7.

So superior. And I think we kind of knew this, but this is more data that backs it up.

More data. And I think it should return to the $900 level. I think that the only getting factors is Dave Ricks.

And we're going to, Andrew O'Sork is going to interview. Just Dave Ricks have the capacity to meet the demand. That is really the issue here. Yeah, I know Truist say they point out a couple catalysts to keep an eye out for Lilly. One is Novo Nordisk. So Novo Nordisk and Lily, they both are working on their next generation, you know, medicines as well.

So they have...

If this is up indicates that they're working on something.

So they're going to have a readout soon.

It's expected to show weight loss of about 25%.

So anything below that would be a very positive for Eli Lilly.

Tolerability could of course be a question that we saw with Amgen just last week and then

there's going to be an FDA decision soon on the inclusion of these drugs TRILEL's

Tersepatide on the drug shortage list which impacts compounding pharmacies obviously

as a Lilly shareholder we don't want to see the stock on the shortage list because

that means compounders again exactly so why don't want to see the stock on the shortage list because that means compounders again.

Exactly.

So why don't we just take a step back though?

So we took a look at Eli Lilly.

Same day we bought shares of Bristol Myers as well.

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