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"Reassessment" of LLY & NVO GLP-1 Projections Set New Guidance Tone
Youtube· 2025-09-16 23:30
It's time now to go inside out on Eli Liy and the weight loss and drug space. And for that, we welcome in Lee Brown, global sector lead at Third Bridge. Okay, we've seen Eli Lilly down almost 20% over the year.It's got a little bit of a bump today. We're just seeing news this morning. It's going to build $5 billion Virginia manufacturing facility.Uh with all of that in mind, how are you looking at this uh stock now, Lee. Sam, thanks for having me on. Yeah, this is an interesting evolving story.Of course, Li ...