We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Eli Lilly and Company (NYSE:LLY) is one of the stocks discussed by Jim Cramer.
Pharmaceutical giant Eli Lilly and Company (NYSE:LLY) is one of Cramer’s favorite stocks in the space. The shares are up by 16.9% over the past year and are down by 10.8% year-to-date. The stock closed 9.8% higher on April 30th as the firm reported its first-quarter earnings. The results saw Eli Lilly and Company (NYSE:LLY) post $19.8 billion in revenue and $8.55 in earnings per share to beat analyst estimates of $6.66. Cramer has praised the firm for multiple reasons for more than a year. These include a robust manufacturing presence in the US and a drug portfolio that expands its presence in markets other than weight loss drugs. In this appearance, he discussed Eli Lilly and Company (NYSE:LLY)’s weight loss pill and continued to praise the company:
“This is one of the greatest pharma stories, I think it rivals with Keytruda. I’m not kidding. It is better I think than any of the Abbvie combinations for immunology. You know David, the most important thing that I think is this pill. A lot of people felt that the pill had a bad start. They were using scripts, they said it was only a thousand a week, 1,200 a week. It’s a thousand a day and it’s just starting. That and the pill I think is superior to Novo Nordisk, or to the competitors as Ricks said.
“But they’re also working on the pill which is not going to hurt the muscle but just get rid of the fat. And here’s some numbers that I thought were interesting. 20 million people take it and he thinks that a billion people could take it. There’s a big a there. . .so I think that the idea that this is down, this is called laughable. That’s is a laughable chart, alright, because it’s about to turn up. . .But this is this great Foundayo launch, people didn’t think Foundayo was doing well, the pill, and I think that one of the things that David Ricks said was it’s just fine. Which for David is like a big deal. . .”
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Baron Health Care Fund discussed 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.”
While we acknowledge the risk and potential of LLY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than LLY and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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