LLY has a bull thesis based on superior drug efficacy and pipeline strength (triple G, amalin) positioning it to win in the growing injectable market.

And I think while Novo has a good oral wgoi drug that is launching well to be fair and is still one of their bright spots uh the question is in five years is Lily's foundo going to be at or above but most importantly as we've talked about the injectable market is still going to be 65 or 75% of the overall market and Lily's got not only tepatide but you're going to hear about in a month or two the triple G which I think a lot of people including in Silicon Valley are compounding a bit the triple G and also amalin which you're going to hear about which has very high efficacy and not a lot of side effect.

I think people just want to bet on the sure sure more certain thing about Lily beating numbers and really as they think is common sense, the drugs are significantly better and they're well positioned in the growing market.