Lilly
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 21, 2026 by Sam Lessin · across every show →
Everything said about Lilly, oldest first
Aug 21, 2026 bearish
Moderna is a tradeable narrative lacking commercial distribution advantages over incumbents
“And like, Moderna is like an IP company. It's like the same thing as publishing. The stock is going to go down. The innovations might be amazing. But unlike Lilly, like they don't have any angle other than publishing, which is not a good business. So the stock…”