Eli Lilly’s
$Eli Lilly(LLY)$ rally highlights the ongoing shift from growth to value stocks. Its leadership in weight-loss drugs and upcoming oral GLP-1 launch make the $1 trillion valuation look increasingly justified. Demand is structural, not speculative, so I believe LLY still has room to run.
Novo Nordisk $Novo-Nordisk A/S(NVO)$ , meanwhile, looks like a potential rebound play. With expectations reset after pricing pressure and cautious guidance, any stabilization in margins or faster oral semaglutide rollout could spark a recovery. I’d consider adding on dips.
UnitedHealth’s $UnitedHealth(UNH)$ bounce also stands out — strong premium growth and raised EPS guidance show resilience. I think it still has upside, especially as investors rotate toward reliable earnings. Beyond healthcare, industrials and consumer staples are quietly gaining strength too.
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