Cramer's Morning Take: Eli Lilly 5/16/25

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Jim Cramer (1:31)

Hey, it's Cramer, and this is my morning take on the market from today's CNBC Investing Club Morning Meeting. Now let's talk about another stock that I like very much, Eli Lilly. There's an announcement today about Nova Nordis CEO stepping down. Nova Nordis had a lead in these drugs. And all this does, the lead stepping down, punctuates how much Eli Lilly has caught up and passed them. We're focused on the pill. We're focused on how they've been able to have a moat by building out the facilities you need. We have even focused on the idea that Nova Nordis is a Dutch, Danish company. We know the president is going to make them build in our country. Now this also made me kind of like that. I think the reason why maybe CVS got this deal, I think Nova was desperate. I think they want to do that deal.

SPEAKER_4 (2:20)

And that's the preferred formulary deal.

Jim Cramer (2:23)

And I think that because of the 2-inch waistline gain over Nova, that Lilly has, Nova is you lose, you go to USA, your waist is 34, you go to 32

SPEAKER_4 (2:33)

Yeah, we saw this week another study head to head.

Jim Cramer (2:35)

Head to head.

SPEAKER_4 (2:36)

That Eli Lilly's injectables essentially beat Wigovie and Ozempic.

Jim Cramer (2:43)

So they lost, they lost their lead.

SPEAKER_4 (2:46)

Oh, for sure. Yeah. They had the head start, they lost it on the injectables, they lost it on manufacturing, as you pointed out, as well as the pill. How about thoughts on the health care pharma in general? They have been battered the last 2 weeks. They were up yesterday, Bristol Myers as well.

Jim Cramer (3:00)

And Abbott, Abbott's been a consistent, just consistent.

SPEAKER_4 (3:03)

Yeah, Abbott's been one of the, you know, a strong one.

Jim Cramer (3:06)

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SPEAKER_5 (3:39)

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