Cramer’s Morning Take: Eli Lilly 11/24/25

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Jim Cramer (1:02)

Jim Cramer here to share with you a sample of my take on the market from today's CNBC Investing Club morning meeting.

SPEAKER_4 (1:09)

Why don't we move to healthcare now? So there were some disappointing trial data from Novo Nordis. This was Alzheimer's, this was their GLP-1, it was a two-year study using it, didn't meet its main goal. You have Novo down big, Lilly down maybe a little bit in sympathy, but Lilly really had, this hasn't been a field where Lilly, you can see it's now up, where their focus has been in the neuro category.

Jim Cramer (1:32)

Their focus is alcohol, very important, and hypertension. The alcohol is very, very big. That would be done. Addiction, yes. That would be done, by the way, as people should know, as a liver story, not an alcohol story, because alcohol is defined by AA. AA is very powerful, even in Congress, and that's meeting higher power, and that's totally understandable and great, but that's very much about diet and exercise as the analog. What happened, and the reason why these drugs broke out, is people recognized that diet and exercise was not working.

But remember, it was diabetes that got it going. This will be liver, and it's going to be a far bigger market, and people really have to understand that that's what David Ricks is focused on.

SPEAKER_4 (2:19)

Yeah. I think anyone who sold Lilly this morning on the Novo Disappointment with the buyers quickly came in because they want to be in for the Oral GLP-1 Store. You had two firms raise their price target this morning, Bernstein to $1300, Morgan Stanley to $1290, and Bernstein, they expect Orphoglipron, that's the Oral GLP-1, expected to launch early next year, to easily be a consensus of revenue expectations next year. And Lilly, by the way, last Friday, first healthcare company to hit a trillion dollars in market cap. Something we've been talking about for many years now, first kind of brought to our attention from Ken Langone.

Jim Cramer (2:56)

Ken Langone, who's a great healthcare investor. Join the CNBC Investing Club with Jim Cramer to catch my member-exclusive morning meetings every day at 10, 20 a.m. Visit cnbc.com/morningtake to become a member today. That's one word, morning take.

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