tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

LLY

LLY - equity - source-backed public claims only.

13published claims

11 longbullish claims

2 shortbearish claims

Asset timeline

TBPNyoutube/ Apr 6

person

LLYLilly just got a real oral weight-loss pill approved while copycats sell an oral version with zero human studies and a RICO lawsuit hanging over it.

directional thesisLONGpublishedyoutubenot a verified trade

LLLLLYLONG

Lilly just got a real oral weight-loss pill approved while copycats sell an oral version with zero human studies and a RICO lawsuit hanging over it.

$925.29

— pending

SourceWe're Back! $1B GLP-1 Lessons. AI Funding Debates. China's 2030 Master Plan.

“The day before this article ran, the day before, Lilly's oral got approved. It was not tirzepatide. In fact, it wasn't even a peptide.”

evidence attachedpaste author pricesource span101:12

TBPNyoutube/ Apr 9

person

LLYLilly's oral weight-loss pill now ships same-day through Amazon's network just as gray-market peptide sellers get squeezed out, pulling a wave of demand straight onto the drugmaker's books.

directional thesisLONGpublishedyoutubenot a verified trade

LLLLLYLONG

Lilly's oral weight-loss pill now ships same-day through Amazon's network just as gray-market peptide sellers get squeezed out, pulling a wave of demand straight onto the drugmaker's books.

$959.24

— pending

SourceJassy's Shareholder Letter, Frontier Model Rollouts, Data Center Debates, The Next AI Capability

“Yes, it's hard to say. Amazon's actually almost up 5% today. Yeah. And I would, I would expect that to be because of the letter. But people tend to buy a lot of GLP-1 drugs, too.”

evidence attachedpaste author pricesource span24:49

Peter H. Diamandis, MDyoutube/ Apr 13

person

LLYA GLP-1 maker re-rated as a longevity franchise, not a weight-loss fad: organ-wide benefits and a next-gen oral pill stretch the paying patient pool far past obesity for the class leader.

directional thesisLONGpublishedyoutubenot a verified trade

LLLLLYLONG

A GLP-1 maker re-rated as a longevity franchise, not a weight-loss fad: organ-wide benefits and a next-gen oral pill stretch the paying patient pool far past obesity for the class leader.

$930.36

— pending

SourceThe Case for Holidays, Artemis II Recap, Work vs Leisure, AI Backlash, Geopolitical Solutions

“Well, I spend about half of my time in AI and half my time in longevity, right? I've written a few books there. I have a large venture fund investing tech, building companies in the space. And you're right, GLP-1, by the longevity health community, is considered really the very first longevity drug. And part of it is we know that if you are metabolically unhealthy, if you're carrying too much visceral fat, if you're carrying too much fat on your body, that shortens your life.”

evidence attachedpaste author pricesource span115:44

TBPNyoutube/ May 19

person

LLYCheaper GLP-1s and a new oral pill turn falling prices into a flood of new prescriptions, and the maker holding over 60% of the US obesity market rides that volume even as headline prices drop.

directional thesisLONGpublishedyoutubenot a verified trade

LLLLLYLONG

Cheaper GLP-1s and a new oral pill turn falling prices into a flood of new prescriptions, and the maker holding over 60% of the US obesity market rides that volume even as headline prices drop.

$1,015

— pending

SourceGoogle I/O 2026, Birth Rate Debates, SpaceX IPO, Karpathy Joins Anthropic

“But it's also worse for the system because now we've spent all this money for medications and then had rebound weight gain or falling off medication or so on.”

evidence attachedpaste author pricesource span71:33

TBPNyoutube/ Jun 8

person

LLYThe $51 billion blockbuster behind this trillion-dollar drugmaker loses 90 to 95% of its price the day it goes off patent, and generics eat the rest.

directional thesisSHORTpublishedyoutubenot a verified trade

LLLLLYSHORT

The $51 billion blockbuster behind this trillion-dollar drugmaker loses 90 to 95% of its price the day it goes off patent, and generics eat the rest.

$1,150

— pending

SourceWWDC, Jobs Up Stocks Down, VC Horror Stories, Cars and Planes

“So Lilly today is— Lilly today is a $1 trillion company, right? Or just about. But I think the issue really in biotech with gains of $100 trillion would be the patent cliff.”

evidence attachedpaste author pricesource span93:31

Invest Like the Bestyoutube/ Apr 21

person

LLYNew data due this year could prove hitting brain plaques early stops Alzheimer's before damage sets in, on top of an already dominant weight loss drug business.

directional thesisLONGpublishedyoutubenot a verified trade

LLLLLYLONG

New data due this year could prove hitting brain plaques early stops Alzheimer's before damage sets in, on top of an already dominant weight loss drug business.

$930.01

— pending

SourceGLP-1s, Peptides, and The Trillion-Dollar Health Revolution

“We've got amazing GLP-1 medicines... from clear data out of Eli Lilly, show a 94% reduction in your risk of moving from being pre-diabetic to diabetic.”

evidence attachedpaste author pricesource span7:08

Ansemother/ May 7

person

LLYEli Lilly is the front-runner to hit a trillion dollars, the biggest legal player in the viral weight-loss peptide space everyone is rushing into.

directional thesisLONGpublishedothernot a verified trade

LLLLLYLONG

Eli Lilly is the front-runner to hit a trillion dollars, the biggest legal player in the viral weight-loss peptide space everyone is rushing into.

$969.50

— pending

SourceWe need to talk...

“I think Eli Lilly is the biggest one... they're the front runners right now to have the like trillion dollar company, the like legal whatever with all the, to do a lot of the peptide stuff.”

evidence attachedpaste author pricesource span166:59

All-In Podcastyoutube/ Jan 9

person

LLYMFN drug pricing crushes US branded prices but volume access (Ozempic/Mounjaro at $149) and tariff relief reset pharma economics.

directional thesisLONGpublishedyoutubenot a verified trade

LLLLLYLONG

MFN drug pricing crushes US branded prices but volume access (Ozempic/Mounjaro at $149) and tariff relief reset pharma economics.

$1,087

— pending

SourceHoward Lutnick: How America Can Hit 6% GDP Growth in 2026

“The result is Ozempic and Mounjaro are on Medicaid and Medicare for $149 instead of not on it.”

evidence attachedpaste author pricesource span48:56

All-In Podcastyoutube/ Jan 15

person

LLYMost-favored-nation pricing forces US GLP-1 prices from $1,300 to ~$149, compressing pharma margins on blockbusters

directional thesisSHORTpublishedyoutubenot a verified trade

LLLLLYSHORT

Most-favored-nation pricing forces US GLP-1 prices from $1,300 to ~$149, compressing pharma margins on blockbusters

$1,034

— pending

SourceSupercharging a New FDA: Marty Makary on Science, Power & Patients

“You could buy a GLP-1 drug for $1,300 in the United States and go to London, it sells for $88... we've got them to agree to most favored nation status pricing. That's going to radically lower the price of drugs.”

evidence attachedpaste author pricesource span59:56

All-In Podcastyoutube/ Jan 24

person

LLYOz frames the TrumpRX price cut as a volume detonator that pushes GLP-1s from the vain Upper East Side into Medicare ($50 copay), free Medicaid, and rural America, the exact populations where obesity actually lives. Lilly's just-approved oral pill Foundayo is the form factor he says leapfrogs the injection and lets the market scale.

directional thesisLONGpublishedyoutubenot a verified trade

LLLLLYLONG

Oz frames the TrumpRX price cut as a volume detonator that pushes GLP-1s from the vain Upper East Side into Medicare ($50 copay), free Medicaid, and rural America, the exact populations where obesity actually lives. Lilly's just-approved oral pill Foundayo is the form factor he says leapfrogs the injection and lets the market scale.

$1,066

— pending

SourceDr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

“we're going to take the prices of these drugs, which are now prohibitively high for many Americans, $1,200 cash pay... It's going to be a starting price of around $200... And with the pills, it's 150. And the pills will come out the the first FDA approved pills will start this month... we believe at that price... within two years, return money to the American taxpayer... we agreed to those prices with the two major companies, Novo Nordisk and Eli Lilly.”

evidence attachedpaste author pricesource span31:40

All-In Podcastyoutube/ Mar 26

person

LLYGLP-1 drugs were the first mass longevity/abundance shift; the category keeps compounding

directional thesisLONGpublishedyoutubenot a verified trade

LLLLLYLONG

GLP-1 drugs were the first mass longevity/abundance shift; the category keeps compounding

$915.00

— pending

SourceBryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like

“I think we'll look back and we'll see GLP-1s as the first big drop. Yeah. Of like, what? I can just inject myself and like it solves hunger... And then humanity will shift as longevity being a vision of sci-fi, you know, rich people pursue to something that is truly jamming.”

evidence attachedpaste author pricesource span33:23

All-In Podcastyoutube/ May 1

person

LLYFreeberg walks through retatrutide's phase 3 data and argues it becomes Lilly's premium upsell above tirzepatide, the high-margin tier where the real money gets made. The stake is on Lilly's earnings power, not just the drug.

directional thesisLONGpublishedyoutubenot a verified trade

LLLLLYLONG

Freeberg walks through retatrutide's phase 3 data and argues it becomes Lilly's premium upsell above tirzepatide, the high-margin tier where the real money gets made. The stake is on Lilly's earnings power, not just the drug.

$965.50

— pending

SourceOpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

“Because I'm sure if I'm Lily and I'm sitting there and I'm looking at this data coming out, I'm like, my God, people will pay for this. And that starts to become sort of like the upgrade to the BMW or the Model S plat if you will.”

evidence attachedpaste author pricesource span1:04:01

All-In Podcastyoutube/ May 29

person

LLYChamath counters that the deepest incumbency moat is a regulated drugmaker, since FDA-trial timelines and biologics manufacturing cannot be disrupted by software the way distribution can. 'The regulated pharma company' has no ticker, so the cleanest large-cap expression of that incumbency-moat long is Eli Lilly.

directional thesisLONGpublishedyoutubenot a verified trade

LLLLLYLONG

Chamath counters that the deepest incumbency moat is a regulated drugmaker, since FDA-trial timelines and biologics manufacturing cannot be disrupted by software the way distribution can. 'The regulated pharma company' has no ticker, so the cleanest large-cap expression of that incumbency-moat long is Eli Lilly.

$1,097

— pending

SourceAll-In E275: The Pope's AI Encyclical, Anthropic's "Dr. Frankenstein" Theory, AI Jobs Debate

“[Jason] I'm going to take Boeing. [Chamath] Good luck making drugs out of an Excel spreadsheet. I'll take the regulated pharma company. Good luck, sir.”

evidence attachedpaste author pricesource span1:14:51

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AISO tracks public statements, not verified portfolio positions. This is not financial advice.