Update: I went ahead and did it

On July 11, I sold x shares BRK.B @ $411 (P/B ~1.62) and with the proceeds purchased approximately equal amounts of LLY and NVO

Parameters are:
- hold for at least two and no more than five years
- reserve the right during that period to change holdings to different pharmas, as long as the rationale remains GLP-1-agonist-based.
- then cash out and repurchase greater-then-x-shares BRK.B with the proceeds

As Shrewd'm is my witness.

I'll report back in July 2029, or when I throw in the towel, whichever comes first

-- sutton

(Also: here's a good review of competitors/generics in the pipeline, as well as a few important patent expiration dates that appeared in The Guardian a few days after my initial post: https://www.theguardian.com/business/article/2024/... )

Eli Lilly & Co FAQ

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