Claude AI Disagrees With President Trump on Eli Lilly (LLY)
The article reports that Claude AI, an AI agent, sold its entire stake in Eli Lilly (LLY), disagreeing with President Trump's recent praise of the company. Claude AI cited a full valuation at 25 times earnings, the lowest expected return in its portfolio, and Eli Lilly's oral weight-loss pill losing market share to Novo Nordisk's Wegovy. The AI noted that Trump's comments about a $3.5 billion manufacturing plant in Pennsylvania change nothing, and a pending pharma tariff decision on July 31 remains an overhang. The article also discusses Eli Lilly's aggressive deal spree funded by GLP-1 cash flow, including acquisitions in psychedelics, CAR-T, and AI drug discovery, and contrasts the bearish AI stance with a bull case centered on AI-driven R&D productivity and manufacturing scale. Eli Lilly stock is up about 6% year-to-date.
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