Eli Lilly (LLY) remains a core holding at 7% of NAV, but I have trimmed my position by 50% after a 38.8% price return since purchasing earlier in 2025. I have taken the proceeds and increased my MP ...
Eli Lilly delivered 54% revenue growth in Q3 2025, raised full-year guidance, and remains a defensive haven amid market volatility. LLY's obesity and diabetes franchise, led by Zepbound, Mounjaro, and ...
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