Raul Shah is very bullish on the future of GLP-1s due to accelerating demand trends generating a "mania" effect in the market. He points to the superiority Eli Lilly (LLY) has demonstrated through earnings and weighs if Novo (NVO) has a chance to catch up. Raul maintains that Hims & Hers (HIMS) is an unsung winner in the space. Tom White offers an example options trade for Eli Lilly.