Subject: Re: Q2 book
OK, Jim, you convinced me.

Here goes: https://www.shrewdm.com/MB?pid...

-- sutton


I replied to your post, but since there are now a grand total of 2 posts on the Lilly board, I'll link to my post : https://www.shrewdm.com/MB?pid...

.. and copy just my conclusion here:

Which one could be a homerun like Amazon or Apple? Definitely LLY/NVO - Berkshire is not going to be up 10 times, 10 years from now. But there is also a huge downside that is also possible for these 2 drug companies whose value is almost entirely supported by semaglutide and tirzepatide. I wouldn't be at all surprised that Berkshire is up 20% in 5 years and LLY/NVO are down by 50% - in fact, that may be the most likely scenario.