Latest / Rigatoni Capital Podcast
Why I Added This Biotech Stock to My Watchlist
I spent the weekend researching Eli Lilly and wrote a post on Substack about why I added it to my watchlist. I am not a biotech expert, I cannot read a phase three trial, and this is not my natural habitat as an investor. But when you see a one trillion dollar company growing sales revenue 56% year over year with 45% operating margins that look more like a software business than a pharma company, it gets your attention. I walk through my thought process on the stock, the GLP-1 story, the AI drug discovery angle, the Nvidia connection, and why I think the right entry point matters more than…
The skinny
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