Eli Lilly and Company

Uh, Novo edged just slightly higher.

Um, analysts are saying that yes, the deal is important for Novo in their race, um, against Eli Lilly to try and catch up again, having, having lost out slightly to Eli Lilly, but it's unlikely to be a short-term trigger, um, for their price.

Okay.

Waiting to see how this, how this pans out.

It creates nausea.

You know, now we have stage two and stage three, and look, even the stage three peptide, which is retatrutide, which is an Eli Lilly product, it is supposedly going to be now approved, uh, at some point, like we're being told in the third quarter of 2026.

But as you know, and I know, like it's been in the research community for three and a half years.

I mean, I've been using it, my wife's been using it, thousands of people that I know have been using it.

It's an amazing drug.

Eli Lilly's gonna make literally billions of dollars when they s- when they, uh, eventually approve it in, in the pharmaceutical space.

But as I say in the book, uh, and you know this, there's already better coming in the pipeline.

And when I say better, I mean stage four, stage five.

So the data does not go out and all that kind of stuff.

That's, that's kind of open weight models, right? And then you have something that Eli Lilly does, for instance.

You have those specialized models, or you could also think about Figure 3D, the humanoid robot startup, uh, from the US.

They're all building their own models, their own specialized models, which are focused on like one specific, um, uh, task or a ca- a var- a variety of specific tasks, uh, but are use- were used less at other tasks, right? So for instance, Eli Lilly's model is focused on, uh, R&D drug development, for instance, right? It's really highly specialized models.

Um, th- those are kind of the three layers I'm thinking in.

We're gonna pause for a second.

Uh, Jensen Huang is literally going on all in and saying that, "If my, my engineer that makes 500 grand a year isn't using 250 grand of tokens, uh, he's doing a terrible job," right? You have this, this pressure for everybody to max out their token usage because that's the only way we're gonna win.

And now a lot of these companies and people and everybody are like, "Listen, that's r- we've spent a lot of fucking money on these tokens.

It climbed more than 16% yesterday.

The gain extended a run that began after the DNA company joined Eli Lilly's Tune Lab artificial intelligence drug discovery platform.

[whoosh] Here's your sports news.

Yankees slugger Aaron Judge is still hoping to play in the wildcard series despite a calf strain.

It climbed more than 16% yesterday.

The gain extended a run that began after the DNA company joined Eli Lilly's ToonLab artificial intelligence drug discovery platform.

Here's your sports news.

Yankees slugger Aaron Judge is still hoping to play in the wildcard series despite a calf strain.

The biggest threat to these AI upstarts isn't other venture backed biotechs.

It is AI enabled big pharma companies like Novartis, Lilly and Pfizer.

People underestimate Big Pharma's structural advantage.

They own decades of historical experimental measurements, toxicology reports, and negative trial data.

Now, that one you can only get at research companies today.

Right now, there is a big legal battle going on with Eli Lilly and these research companies that are still putting out Redditude Tribe.

But the hope is that Redditude Tribe will be on the market for general use by Eli Lilly next year.

So they're all super effective and not everybody needs to go straight to Redditude Tribe, right? Like a lot of people...

will see effects for sure on the first two.

Yields on U.S. treasuries have been higher this morning.

The FDA has approved a treatment from Eli Lilly for people with type 2 diabetes.

It's a once a week insulin injection.

Lilly shares are narrowly higher.

Oh, no.

Hundreds of lawsuits have been filed against major GOP1 makers Eli Lilly and Novo Nordisk with patients accusing the popular weight loss drugs of causing permanent eye damage and vision loss.

Well, think about it, though.

If you lose your vision, you can't see how heavy you are.