Alec

So that's the thing.

What's he going to need?

40%.

Huge.

It was consistent, it was slow, and long may it continue.

Absolutely.

Well, let's close out with the final one, which is Eli Lilly in both of our portfolios.

A great result.

Revenue up.

up 56% year on year to almost $20 billion, beating Wall Street expectations.

Most of that was driven by demand for their JLP1, weight loss drugs, Zetbound and Manjaro.

Revenue from that business line was up 90% year on year.

The good news that the market loved was that they increased their revenue guidance as well by $2 billion to $82 to $85 billion in revenue for the year.

So good news coming out of Eli Lilly.

The stock was up 10% on the day.

And so, yeah, I love it.

And I just want to bring it back to how we're investing, like looking at these numbers and going through the process of writing down the thesis and having that sort of methodology.

It's like companies that come into my portfolio now, this is what they're up against.

Yeah, yeah, yeah.

Think back to our Spotify conversation.