Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot

2. Eli Lilly and Company (NYSE:LLY)

Number of Hedge Funds: 137

Eli Lilly and Company (NYSE:LLY) is among the top stock picks of the Claude AI chatbot in 2026. It likes Eli Lilly and Company because it believes the company has stronger long-term advantages in the obesity drug market. It said Eli Lilly and Company (NYSE:LLY) controls about 60% of the U.S. obesity-drug market, while Novo Nordisk, despite being the cheaper stock, is losing market share and posted negative revenue growth. Claude also highlighted that Lilly has a U.S. trade and tariff exemption through January 2029 that Novo does not have. In addition, it believes Eli Lilly and Company (NYSE:LLY) has a stronger pipeline of future drugs, including oral GLP-1 treatments, and better upcoming trial readouts.

Baron Health Care Fund stated the following regarding Eli Lilly and Company (NYSE:LLY) in its Q1 2026 investor letter:

“Eli Lilly and Company (NYSE:LLY), a global pharmaceutical company currently best known for its GLP-1 treatments for diabetes and obesity, detracted from performance. Following a robust fourth quarter of 2025, shares declined after competitor Novo Nordisk launched its oral Wegovy ahead of Lilly’s oral launch in April 2026. Early prescription trends for oral Wegovy have been strong, prompting investor concerns about potential cannibalization of injectable obesity medications and the possibility of price cuts from Novo Nordisk igniting a price war. Novo Nordisk currently offers introductory cash-pay rates on the starting doses ($149 for oral, $199 for injectable), but patients can only access these promotional prices for two months, the discounts apply only to low starting doses that do not drive meaningful weight loss, and most patients ultimately titrate to higher-priced maintenance doses. Longer term, we continue to view Lilly’s Mounjaro and Zepbound, along with its oral GLP-1 orforglipron, as best-in-class treatment options for diabetic and obese patients. We expect GLP 1 therapies to become the standard of care and to represent a $150-billion-plus market opportunity.”

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