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Analyst Highlights 'Game Changer' Catalyst for Eli Lilly (LLY)

By Fahad Saleem | July 28, 2025, 4:12 PM

Eli Lilly and Company (NYSE:LLY) is one of the Top 10 Stocks Wall Street is Buzzing About These Days.

Talking about Morgan Stanley’s bullish call on Eli Lilly and Company (NYSE:LLY), Kevin Simpson, Capital Wealth Planning founder and CIO, said that he agrees with the call and thinks the company’s GLP-1 oral medication Orforglipron could be a “game changer.

“The catalyst, Frank, is if they can deliver an oral drug. And I believe that they will. This ORFO would be a game-changer 100%. If their orals are as effective or almost as effective as the injectables, then this is a catalyst and I couldn’t agree more with the call.”

 

Macquarie Large Cap Growth Fund stated the following regarding Eli Lilly and Company (NYSE:LLY) in its Q1 2025 investor letter:

“The largest individual detractors from performance relative to the benchmark were not owning Meta Platforms, not owning Eli Lilly and Company (NYSE:LLY), and our position in Electronic Arts Inc. Eli Lilly stock recovered following a period of volatility in the second half of 2024 as investors digested the possibility of competition, sustained compliance for patients taking its weight-loss therapy, and side effects, among other threats that the valuation hadn’t reflected. The stock recovered some value in 1Q25, but we continue to be on the sidelines.”

Image by Sergei Tokmakov Terms.Law from Pixabay

While we acknowledge the potential of LLY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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