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2026-09-29 22:22 • The Motley Fool Positive Axe Cap view: Selective

The article compares two pharmaceutical giants with divergent strategies: Bristol Myers Squibb, a deep-value dividend payer trading at cheap multiples (P/E 14.07) with flat revenue but stabilizing earnings, versus Eli Lilly, a high-growth juggernaut riding explosive success in GLP-1 metabolic drugs with 45% revenue growth and a P/E of 40.26. Despite BMY's attractive valuation, the author recommends LLY for 2026 due to its strong growth trajectory, successful drug pipeline including Retatrutide and lipoprotein(a) therapeutics, and forecast for 30% revenue growth.

Axe note: Despite Bristol Myers Squibb’s attractive value, Eli Lilly’s explosive growth and drug pipeline make it a stronger bet for 2026.

2026-09-29 21:30 • The Motley Fool Positive Axe Cap view: Selective

Viking Therapeutics released impressive clinical trial results for its weight-loss drug VK2735, showing 16-19% body weight loss and strong maintenance results. However, Eli Lilly's stock barely moved because the company has its own robust maintenance strategies (Foundayo and dose reduction approaches) and a deeper pipeline. While Viking could become a competitor in the growing weight-loss market, it still needs to confirm results in larger Phase 3 trials, and Eli Lilly remains the safer, more established choice.

Axe note: Viking Therapeutics impressed with new trial data, yet Eli Lilly’s share price barely budged.