Jim Cramer Says Trump’s Fed Chair Tussle Is Like “The Godfather” & Discusses These 10 Stocks

2. Eli Lilly and Company (NYSE:LLY)

Number of Hedge Fund Holders In Q4 2024: 115

Eli Lilly and Company (NYSE:LLY) is one of Cramer’s top pharmaceutical stocks. It’s also a stock that he frequently discusses in his morning appearance. While most attention is paid to Eli Lilly and Company (NYSE:LLY)’s weight loss drugs, Cramer has frequently commented that other treatments that Eli Lilly and Company (NYSE:LLY) is developing can also contribute to its already sizable moat. He also believes the firm’s manufacturing investments are a key strength. This time around, Cramer discussed the results of a weight loss pill trial:

[LLY surging after announcing obesity pill was good] “Right, now, David Ricks came on, came on our show and talked about how they’re going to be ready in 2026. I now feel like this could be even faster. What’s most important is what people have to realize is, to get to the number 40 million people taking these drugs which is much more than they have now, you have to have a pill. And the reason is that multiple studies between 76 and 80% of the people, say, I don’t want, I will not take an injection. I must have a pill. So the dropoff of the injection is huge. This will be a giant leap don’t forget they built one of the largest plants, incredibly quickly, in North Carolina. They are ready. This is the game changer for Eli Lilly.”

“No these are the two, the great illnesses, the great epidemics. Now we do have, David, someone who’s head of the HHS, who doesn’t like needles. Ha! Ha!. Pills, partner.”

“Well this study of blood pressure, it is going to show blood pressure not dramatically, but definitely lowered. And so instead of all the different drugs that they use now for blood pressure. They’re gonna use this. And that’s gonna be a study, NYU Langone’s in, everybody’s in the study. And I think that once again it’s gonna be very, very positive for Eli Lilly. There’s a lot of things that are coming out. Don’t forget, that Ken Langone came on my show, and said it is trillion dollar, trillion dollar company. First trillion dolllar non-tech company.”

“I think if you have comorbidity, like if you have diabetes, then you’re gonna get it. If there’s a cardio, where you have a cardio event, you’re gonna get it. It’s gonna be paid. It’ll be paid. But you have to have it in pairing, because I think that they’re just unlikely just to give it to people. Now I will say that, we listened to Gensler yesterday, he said that if worse than. . .you know, deregulation but with no people to actually approve of anything, that’s actually slower than if they actually had cops on the beat so to speak. And it’s interesting because I think the President is so focused on firing people that he’s firing the people who would make it so that you could fast track new things. So it’s almost as if it’s counterintuitive versus what he would like to do. But I find that, you know they wanna fire first and they forget who they’re firing. You wanna fire the people who green light things.”