CNBC Investing Club: Cramer’s Morning Take on Eli Lilly 2/4/26

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Jim Cramer (1:01)

Jim Cramer here to share a short preview of my take on the market from today's members-only CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 1020 a.m. Visit cnbc.com/morningtake to sign up today. That's one word, morning take.

Jeff Marks (1:22)

First, let's get to Eli Lilly because after seeing Novo's numbers yesterday, Novo Nordis, I was pretty worried that they wouldn't be able to balance this lower in price because of the agreement with the Trump administration, increase in volume dynamic, and they can. It was a great quarter, but guidance is what really stood out with revenue guiding to 80 to 83 billion, consensus was 77 billion, 25% growth at the midpoint, EPS better than expected as well. They are taking share, clearly.

Jim Cramer (1:52)

Yeah, that's taking a couple share points this quarter. Now, one of the things that I think I always look at are trials, and they're doing some trials, they're finally doing the alcohol trials, I'm surprised at, but they're also doing tobacco. They're doing another form of arthritis because of knees when you're heavy, and I just want to point out that this thing is so far ahead in the trials in Novo Nordisk that there is going to be a continued gulf, because Novo Nordisk is in a little dis-

Jeff Marks (2:23)

Yeah, these are for new indications, expanding access. We do have Orphal Glyphra on the pill, expected to be approved in April. As we've learned from Novo Nordisk, it is expanding the category. It's not people right now as much switching from the injectables to the pill, to the oral pill. It's new people coming in to the category.

Jim Cramer (2:47)

Let's just talk about the pill for a second. Yes, there are 170,000 scripts, people that are on the pill, for Novo. But you have to understand, it's only a couple of, what, like two months before you see the new one for Lilly. But there are real restrictions to the pill.

If you eat less than a half hour, you're going to get very sick. And that's something that the CEO said is not a problem so far. But imagine, there are two pills, they do the same thing. One you can have whenever you want, and the other you have to be sure that you own an empty stomach. You're going to go on the one that you can take whenever you want. That's just the way it is.

Jeff Marks (3:22)

Yeah, convenience is a major factor.

Jim Cramer (3:24)

Yes, indeed.

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All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates, and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

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