Oral GLP-1 the antidote to tariff madness?

My large LLY stake has my portfolio closing in on a new all-time high.

https://www.axios.com/2025/04/17/eli-lilly-glp-1-weight-loss

(( What we’re watching: Drug giants have been scrambling to boost production of GLP-1 medicines to meet demand after experiencing shortages in recent years due to soaring usage. }}

It’s a lot easier to stamp out a tablet than to manufacture an injectable drug in the antiseptic environment that rivals a semiconductor fab.

The manufacturing costs will be as cheap as aspirin.

intercst

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Also, Vertex, with its new pain medication is up 21% YTD.

Also doing well so far this year:
NFLX
CRWD
GE
RACE
BRK
CBOE
LNG

DB2

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