1. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders: 114
Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer commented on. Cramer noted that the company is “constantly taking share” from its competition, as he remarked:
We have the chief maker of the GLP-1s, Eli Lilly, soaring more than 10% as it rolls out trial after trial to see what these drugs can do beyond weight loss and diabetes, things like alcohol and tobacco addiction. They can make the ATF obsolete. Lilly’s got a joint venture with NVIDIA where they’re going… after hard-to-treat diseases. Hey, come on. With that kind of firepower, they’ll develop a new line of forever, people. Lilly’s gain is also arch rival Nova Nordisk’s pain. It’s not enough that President Trump wants to annex Greenland. Eli Lilly’s constantly taking share from Danish Novo Nordisk.
Eli Lilly and Company (NYSE:LLY) develops and markets medicines for diabetes, obesity, oncology, immunology, neuroscience, and other chronic conditions. Hardman Johnston Global Equity Strategy stated the following regarding Eli Lilly and Company (NYSE:LLY) in its fourth quarter 2025 investor letter:
The top individual contributors to relative performance during the quarter were Standard Chartered PLC, Eli Lilly and Company (NYSE:LLY) and Hitachi, Ltd. Eli Lilly announced a deal with the U.S. administration that includes a three-year exemption from tariffs and the sale of GLP-1 therapies through government channels at discounted prices. Access to these channels significantly expands the addressable patient population and supports meaningful volume growth. Strong operating results and an upgraded 2025 outlook were driven by continued momentum from Mounjaro and Zepbound. Eli Lilly continues to gain share from Novo Nordisk across both diabetes and obesity markets, with prescription trends for both products remaining robust. Orforglipron (oral GLP-1) approval and commercial launch anticipated in 2026. This is likely the most watched commercial launch of all time with extremely high expectations.
While we acknowledge the potential of Eli Lilly and Company (NYSE:LLY) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LLY and that has 100x upside potential, check out our report about this cheapest AI stock.
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