koolgal
11-13
🌟🌟🌟Eli Lilly $Eli Lilly(LLY)$ and $Novo-Nordisk A/S(NVO)$ are the 2 health giants of the GLP-1 revolution.  But 2025 has rewritten their narratives.

Riding the wave of Zepbound & Mounjaro, Lilly has become the darling of Wall Street.  Its stock price pierced through the USD 1000 mark, buoyed by Trump era drug pricing deals.  Investors see Lilly as politically aligned, commercially aggressive and structurally advantaged.

Novo Nordisk's stock has plunged over 40%, punished by pricing fears and slower US uptake.

Yet it remains profitable and more global intake. Ozempic, Wegovy have become global bestsellers.  Wegovy recently gained FDA approval for reducing cardiovascular risk, expanding it's utility beyond weight loss.

I believe Novo Nordisk is undervalued compared to Lilly.  Its fundamentals remain strong.  Its recent stock decline may present a buying opportunity.

@Tiger_comments @TigerStars @TigerClub @CaptainTiger @Tiger_SG

Sector Rotation: LLY Breaks $1,000, UNH Rebounds: Shift to Value Stocks?
DJIA, representing the traditional economy, surged strongly to notch its 16th record closing high of the year, while the tech-heavy Nasdaq Composite ended lower. On Wednesday, Eli Lilly jumped to $1,017, hitting another all-time high with its market cap nearing $1 trillion! UnitedHealth has surged 5.8% over the past two days. As tech stocks rotate into value plays, have you caught this sector rotation? With Eli Lilly breaking new highs, is Novo Nordisk now undervalued? Do you believe UNH’s rebound has more room to run? Besides healthcare, which other value stocks are climbing lately?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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