'Reassessment' of LLY & NVO GLP-1 Projections Set New Guidance Tone

Lee Brown offers investor insight in the GLP-1 space in what he calls an industry with "expanding opportunity." He believes consumer sentiment has reset to proper expectations following sell-offs in Eli Lilly (LLY) and Novo Nordisk (NVO), anticipating significant upside following the repricing. Tom White offers an example options trade for Eli Lilly.

Morning Trade Live

16 Sep 2025

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