"Exciting Race" Between LLY & NVO, Tariffs Remain Long-Term Overhang

Lee Brown sees lots of potential in the weight loss drug space, noting Eli Lilly (LLY) and Novo Nordisk (NVO) as the two companies he expects to lead. He points to "incredible" discounts and expanded access to GLP-1s as indicators these companies will see wider moats for their products. Lee adds that the recent pharma tariffs from the Trump administration will benefit U.S.-based companies, but adds that tariffs will prove to be a long-term overhang. Tom White offers an example options trade for Eli Lilly.

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