HealthcareInnovation
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Eli Lilly Isn’t a Bubble — It’s What Dominance Looks Like
Is Eli Lilly overextended? Or are investors still underestimating how big this GLP-1 story can get? Here’s the blunt answer: LLY isn’t cheap. But calling it a bubble is lazy. Let’s look at what’s actually happening. In 2025, Lilly pulled in $65.2B in revenue — up 45% year over year. More than half of that…
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Hims Isn’t a Compounder Right Now — It’s a Trade With a Lab Coat
Hims stock looks like a healthcare compounder at first glance. Sticky subscriptions. Fat gross margins. A brand people actually recognize. But right now? This thing is trading more like a momentum bet wrapped in a lab coat. Here’s the bull case, and it’s real. Hims didn’t luck its way into growth. Revenue jumped nearly 70%…
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