LLY Eli Lilly and Company
LLY Eli Lilly and Company
Healthcare · Drug Manufacturers - General
Desk view
Market read
Scan convergence 4 scans as of 2026-10-23 2 bull 2 neutral converging
POC $1,031 · VWAP $1,058 · +20.4% vs 12m avg buyer
Insiders quiet 0 buy / 0 sell · Form 4, 90d
Cluster EVP, SVP + 1 other sold $16M, Aug 10–18
Coverage
3 related campaigns
LLY Price Structure
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Peers
Every watchlist LLY belongs to, members best 30-day change first — LLY highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.
@peptide-economy
@biotech
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@healthcare
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@insider-universe
Decision history
4 scored calls · newest first · projection
How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.
News coverage shows Eli Lilly's second-quarter 2026 print had already landed by the time of tonight's pull. Reuters (July 31) reported Lilly beat estimates on resilient demand for its GLP-1 drugs Mounjaro and Zepbound, widening its lead over Novo Nordisk.
full note →Against street estimates
How LLY's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.
Recent news
Headlines about LLY from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.
pulled 6 days ago · Oct 17
- Eli Lilly and Company (LLY) stock price, news, quote and history - Yahoo Finance
- LLY - Eli Lilly and Co Earnings Reports, Summaries & Call Transcripts | Morningstar
- Eli Lilly Stock Price | LLY Stock Quote, News, and History | Markets Insider
- Eli Lilly and Company (TSX:LLY) Stock Price & Overview
- Eli Lilly and Company Announces Results Demonstrating Significant Weight Loss with Foundayo At Every Stage of Menopause | MarketScreener
“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.
LLY research tape
245 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.
Desk commentary
Authored analysis and challenge notes tied to LLY.
Obesity/GLP-1 vertical: the next-gen trade is an AI-discovery + tools barbell, not a pure drug-developer bet
mega-cap weekly dispersion by climate era — fixed-percent thresholds dilute