RT Phil Rosen: Eli Lilly $LLY is growing faster than Big Tech stocks with a fraction of the risk. Most investors don't realize revenue will hit $83.5 ...
A tweet claims Eli Lilly ($LLY) is growing faster than Big Tech stocks with lower risk, projecting $83.5 billion in revenue this year and noting 51% earnings growth with half the market's volatility, as well as a partnership with Nvidia.
Background
- Eli Lilly ($LLY) is a major US pharmaceutical company best known for drugs like Mounjaro/Zepbound (diabetes/weight loss) and Alzheimer's treatment donanemab. Its recent explosive growth comes from blockbuster sales of GLP-1 drugs for obesity and diabetes, now one of the hottest categories in healthcare.<br />- The tweet compares Lilly's growth to Big Tech (Apple, Microsoft, Nvidia, etc.) — sectors that have dominated stock market returns. The claim: Lilly offers tech-like revenue/earnings growth (~$83.5B projected revenue, 51% earnings growth) but with only half the stock price volatility, making it a rare "high growth, lower risk" profile.<br />- The partnership with Nvidia mentioned refers to Lilly using Nvidia's AI platforms (e.g., DGX systems) for drug discovery and clinical trial optimization, signaling a cross between pharma and AI trends.<br />- "Mounjaro" (tirzepatide) is approved for type 2 diabetes; "Zepbound" is the same drug approved for weight loss. Both belong to the GLP-1 receptor agonist class (alongside Novo Nordisk's Ozempic/Wegovy) — currently the most sought-after drug category globally, with multibillion-dollar sales and supply shortages.