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☆ Eli Lilly recruits Black patients for Alzheimer trial as drugmakers seek more diversity in clinical studies
▼ + stars: | 2023-02-16 | by ( Bertha Coombs | ) www.cnbc.com time to read: +4 min

Eli Lilly drove two mobile labs to the Black women's gathering, to recruit older Black women for a new trial. The drug maker developed the labs on wheels in 2020, to keep its clinical trials going in the first year of the Covid pandemic. A study by the Alzheimer's Association found that 62% of African Americans think clinical research is biased against people of color. Decentralized trialsFinding and enrolling patients can be among the most costly and time-consuming part of clinical trials. By 2021, while advertising remained the top source, social media replaced doctors as the second most-likely way trial participants learned about clinical studies.

☆ Wall Street puts Salesforce, Nvidia, Humana under the microscope. Here's our take.
▼ + stars: | 2023-02-14 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

Club holdings Salesforce (CRM), Nvidia (NVDA) and Humana (HUM) are the subjects of fresh Wall Street research. The news: It's all about margins at Salesforce, Wells Fargo analysts wrote in a research note Tuesday. The news: Bank of America raised its price target on Nvidia stock to $255 per share from $215, while reiterating a buy rating. Regardless, the shift to accelerated computing , led by NVDA GPU, and away from conventional CPUs is structural," the analysts wrote. The sector's valuation is starting to "appear increasingly attractive," trading roughly 10% below its five-year-average forward earnings multiple, Oppenheimer analysts wrote in a note Tuesday.

☆ We're trimming a tech heavyweight to buy more of these two high-quality stocks
▼ + stars: | 2023-02-07 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Companies everywhere are trimming IT budgets to save on costs and that limits Cisco's ability to get the new orders. We are taking a little more than half of those CSCO dollars and buying some Eli Lilly . As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Around 8.4 million of the 37 million people in the United States with diabetes use insulin, according to the American Diabetes Association (ADA). They tried, and failed, to extend the benefit to everyone with health insurance when they were voting on the IRA. Without Congressional approval, the Biden administration cannot impose the cap on private insurance plans and is unlikely able to create a subsidy for the uninsured, experts said. Some Medicaid plans for low-income individuals and private insurance plans also cap the monthly cost of insulin at $35. It is unclear if his proposal would include those without health insurance, who often have to pay the full price for the life-sustaining drug.

"When you think about traditional drug and vaccine development and longevity of sales, it's usually much more spread out," Morningstar analyst Damien Conover said. The sudden inflow of revenue should prod companies to strike deals and link up with new partners, he said. Vaccine maker Moderna also expects 2023 revenue to fall sharply. The company's only product - its messenger RNA COVID vaccine - pulled in around $18.4 billion in 2022. Eli Lilly and Co (LLY.N) made $2 billion in 2022 from monoclonal antibody COVID treatments and is not expecting any revenue from the business in 2023.

☆ Here’s our February rapid-fire update on all 34 stocks in Jim Cramer’s Investing Club portfolio
▼ + stars: | 2023-02-05 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +12 min

Here's a rapid-fire update on all 34 stocks in Jim Cramer's Charitable Trust, the holdings we manage in the CNBC Investing Club. J & J is a good stock to get into ahead of the impending split into two companies: consumer brands and pharma/medical technology. The company reported a good quarter and guidance, while fundamentals are solid ahead of the split. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ A flurry of earnings reports, Fed rate hike, signs of a bull market
▼ + stars: | 2023-02-04 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Earnings season continues next week, with Club holdings Linde (LIN), Emerson Electric (EMR) and Walt Disney (DIS) all set to report. Similarly, shares of Meta Platforms (META) have surged over 20% since CEO Mark Zuckerberg reassured investors Wednesday evening that 2023 would be the technology giant's "year of efficiency." The bull case is further supported by continued signs inflation is easing, a still-robust job market and the breadth of market-buying activity since the start of the year. Lastly on Wednesday, the Fed's Federal Open Market Committee raised the federal funds rate by 25 basis points, in line with expectations. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ February Monthly Meeting: Cramer describes how to change your mindset for this new bull market
▼ + stars: | 2023-02-04 | by ( Jim Cramer | ) www.cnbc.com time to read: +1 min

The most important thing about navigating a bull market is to first know you're in one. And then, you still need to buy quality stocks. "Bull markets are not licenses to buy anything," Jim Cramer said Saturday during the Club's February "Monthly Meeting" live from Miami. Fundamentally, after you've identified you're in a bull market, along with the solid companies you want to own, it's key to resist the temptation to sell when a good stock goes up. NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF INVESTING CLUB INFORMATION.

☆ Here's why you don't bring a trader knife to a bull gunfight — and other lessons for navigating this new market
▼ + stars: | 2023-02-04 | by ( Jim Cramer | ) www.cnbc.com time to read: +6 min

What matters in a real bull market, though, is the company and the sector it's in, not the S & P 500 . So, the first lesson is to understand that in a bull market the buyer gets the benefit of the doubt, not the seller. Secondly, in a bull market you have to fight the temptation to trade down. So, again, know that in a bull market the sellers better have a lot of conviction or else they will lose the opportunity to make money. It's our job to keep you from doing so by helping you to navigate this bull market that started in October 2022 — a bull market that almost no one seems to recognize except us.

☆ Eli Lilly investors spooked by weak Mounjaro sales, but it's the obesity drug approval that will unlock its value
▼ + stars: | 2023-02-02 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +5 min

Lilly said slightly more than 50% of commercial and Part D subscribers have access to the drug via their insurance plans. But new classes of weight loss medications are helping to change this mindset. Still, legislation will be necessary to get coverage of Mounjaro for obesity and overweight treatment by Medicare plans. By law, these plans are banned from paying for weight loss medications. Wegovy and Mounjaro One encouraging sign: Lilly competitor Novo Nordisk has gained access to more than 80% of insurance company formularies for their obesity treatment, Wegovy.

☆ Eli Lilly's post-earnings decline is creating a buying opportunity for long-term investors
▼ + stars: | 2023-02-02 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

Eli Lilly (LLY) reported mixed fourth-quarter results Thursday morning, but we're looking through the stock's post-earnings sell-off because there's no change to the pharmaceutical giant's bright long-term potential. Bottom line There's definitely some noise surrounding Eli Lilly's results, including sales of its key diabetes drug Mounjaro. Eli Lilly began its rolling submission to the FDA in late 2022. None of them undercut the multiyear Eli Lilly investment story, making Thursday's stock sell-off an attractive buying opportunity. It is a "very complicated" process to make that kind of drug, Ricks said, so it cannot just scale up overnight.

☆ Jim Cramer's Investing Club meeting Thursday: Meta, Eli Lilly, Estee Lauder
▼ + stars: | 2023-02-02 | by ( Krystal Hur | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Don't sell Meta Look past Eli Lilly's tough quarter Chance to buy Estee Lauder 1. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

☆ Morning bid: Markets go all in for disinflation
▼ + stars: | 2023-02-02 | by ( Wayne Cole | ) www.reuters.com time to read: +3 min

SYDNEY, Feb 2 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole. The very first question in the new conference invited him to scold markets, and he notes conditions had tightened a lot last year. A pdf search of the conference shows disinflation or disinflationary was used 13 times, compared to twice at his December event. Key developments that could influence markets on Thursday:- BoE rate decision is at 1200 GMT and the ECB at 1315 GMT. BoE Gov Bailey speaks to reporters at 1230 GMT and ECB President Lagarde at 1345 GMT.

☆ Morning Bid: Riding the Fed dragon
▼ + stars: | 2023-02-01 | by ( Stephen Culp | ) www.reuters.com time to read: +3 min

Feb 2 (Reuters) - A look at the day ahead in markets from Stephen Culp, New York stock market reporter. "The door is cracking open to end rate hikes, but they still have a chance for one more rate hike at the next meeting," said Ryan Detrick, chief market strategist at Carson Group in Omaha. "Inflation data continues to show major improvements, which is exactly what the Fed needs to take their foot off the pedal." The European Central Bank and the Bank of England are expected to hike their key interest rates by 50 basis points on Thursday. Fourth-quarter earnings season is running on all cylinders, with 190 of the companies in the S&P 500 having reported already.

☆ The Club's worst performing stocks in 2022 helped fuel January's rally. Can it last?
▼ + stars: | 2023-02-01 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

Wall Street finished the first month of 2023 on a high note, with the S & P 500 rising 6.2% for its best January performance since 2019. The 10 worst-performing stocks in Jim Cramer's Charitable Trust in 2022 climbed an average of 21% in January. Those holdings, which climbed an average of 39.8% in 2022, only rose an average of 0.9% in the first month of this year. Of the S & P 500's 11 sectors, energy was the only one to finish 2022 in positive territory, gaining 59%. But it remains to be seen whether January's market leaders will continue to power the S & P higher as the year progresses.

☆ Looking beyond FAANG: Here's how the Club portfolio lines up with the Dow's workhorse stocks
▼ + stars: | 2023-01-31 | by ( Jeff Marks | ) www.cnbc.com time to read: +10 min

Think most of the stocks in the Dow Jones Industrial Average or the kind of stocks Warren Buffett loves to own for Berkshire Hathaway ." But in the near term, we still favor stocks of companies that are the backbone of the real economy. Dow Inc (DOW): The materials company we own in the portfolio is industrial gas giant Linde (LIN). As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ What to watch for when 9 Club holdings report earnings on Thursday
▼ + stars: | 2023-01-30 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +11 min

So far, earnings season has been mixed — we've seen some strong results from Club holdings Morgan Stanley (MS) and Halliburton (HAL). Projected revenue: $4.58 billion Projected EPS: $1.30 Conference call at 9:30 a.m. Projected revenue: $7.33 billion Projected EPS: $1.81 Conference call at 10 a.m. Projected revenue: $9.26 billion Projected EPS: $2.51 Conference call at 8:30 a.m. Projected revenue: $121.19 billion Projected EPS: $1.94 Conference call at 5 p.m.

☆ Jobs report to give clues about where economy is headed
▼ + stars: | 2023-01-29 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +8 min

Investors will get another clue when the January jobs report is released on Friday. Economists predict that 185,000 jobs were added last month, a slowdown from the gain of 223,000 jobs in December and 263,000 in November. A further deceleration in the labor market would likely please the Fed, as it would show that last year’s rate hikes are successfully taking some air out of the economy. Along those lines, average hourly earnings, a measure of wages that is also part of the monthly jobs report, are expected to increase 4.3% year-over year. So far, tech earnings season is not off to an inspiring start, with Microsoft (MSFT), Intel (INTC) and IBM (IBM) all reporting weak results.

☆ Here comes the biggest week of earnings. Plus an AI ode to the Dow
▼ + stars: | 2023-01-28 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

While only six companies in the Dow Jones Industrial Average are reporting next week, about 20% of the S & P 500 reports, making it the biggest week of earnings this season. The Dow and the S & P 500 gained 2.2% and 2.9% this week, respectively, while the Nasdaq Composite rose 4.7%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

☆ Jim Cramer's top 8 things to watch in the market Friday: Intel sinks, Salesforce board shakeup
▼ + stars: | 2023-01-27 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

Intel (INTC) catches multiple price target cuts on Wall Street after missing estimates with fourth-quarter earnings and revenue. Piper Sandler raises On Semiconductor (ON) price target to $85 per share from $75; keeps overweight (buy) rating. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

☆ Jim Cramer's Investing Club meeting Thursday: Stocks rise, Eli Lilly, Meta
▼ + stars: | 2023-01-26 | by ( Krystal Hur | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Continue to be cautious Buy Eli Lilly Meta needs more cost cuts 1. Buy Eli Lilly We recommend investors buy shares of Eli Lilly (LLY), with the stock falling slightly Thursday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

☆ Eli Lilly's Alzheimer's drug hits a regulatory hurdle. But our belief in the stock isn't shaken
▼ + stars: | 2023-01-20 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

Eli Lilly 's (LLY) attempt to receive accelerated regulatory approval for its Alzheimer's drug donanemab has been rejected. Eli Lilly said it will keep working with the FDA to "evaluate the fastest pathway" for donanemab to reach patients. Indeed, analysts at Barclays wrote in a note to clients Thursday that "we now see [accelerated approval] off the table." LLY 1Y mountain Eli Lilly (LLY) 1-year performance "It's definitely not a thesis-breaker," Bank of America analyst Geoff Meacham told CNBC on Friday. David Ricks, CEO, Eli Lilly Scott Mlyn | CNBC

☆ Jim Cramer's top 10 things to watch in the market Friday: Google job cuts, Netflix delivers
▼ + stars: | 2023-01-20 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Salesforce (CRM) downgraded to market perform from outperform (hold from buy) at Cowen, which also cut its price target to $160 per share from $175. Barclays upgrades Ralph Lauren (RL) to overweight from equal weight (buy from hold); increases its price target to $134 per share from $101. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

☆ Here's our January rapid-fire update on all 34 stocks in Cramer’s Charitable trust portfolio
▼ + stars: | 2023-01-19 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +11 min

Here's a rapid-fire update on every stock in the CNBC Investing Club portfolio. As much as we'd like to maintain a bigger position in this roughly $472 stock, we're refraining from violating our cost basis of $291.52. ( See here for a full list of the stocks in Jim Cramer's Charitable Trust portfolio.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Jim Cramer's top 10 things to watch in the market Tuesday: Morgan Stanley beat, Goldman Sachs miss, Estee Lauder boost
▼ + stars: | 2023-01-17 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Piper Sandler raises price target on Club stock Cisco Systems (CSCO) to $49 per share from $47; keeps neutral rating. Wells Fargo has an overweight (buy) rating and a $125-per-share price target. Wells Fargo downgrades Pfizer (PFE) to equal weight from overweight (hold from buy), with a $4-per-share price target cut to $50. Bank of America lowers price target on TSLA shares to $130 each from $135. Jefferies is concerned, too; catch-up price target cut to $180 from $350.

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