LLY 的看多逻辑基于其更优的药物疗效与管线实力（triple G、amalin），使其有望在不断增长的注射剂市场中胜出。
逐段跳播
我认为，虽然 Novo 有一款不错的口服 wgoi 药物，平心而论上市表现不错，而且仍是他们的亮点之一，但问题是五年后 Lily 的 foundo 会不会达到或超过它，而最重要的是，正如我们谈过的，注射剂市场仍将占整体市场的 65% 或 75%，而 Lily 不仅有 tepatide，而且你还会在一两个月后听到 triple G，我认为很多人，包括硅谷的一些人，都在一定程度上把 triple G 叠加进去，还有 amalin，你也会听到，它的疗效非常高，副作用也不多。
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.
我认为人们只是想押注更确定的事情，即 Lily 会超预期，而且正如他们认为是常识的那样，这些药物明显更好，而且它们在不断增长的市场中处于有利位置。
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.
这个频道对 $LLY 的历次判断
Meet Kevin 在这只股票上只有这一条判断。