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Eli Lilly - Eli Lilly has been a top-performing pharmaceutical company over the past decade, driven by significant clinical breakthroughs, particularly with tirzepatide, a dual GLP-1/GIP agonist approved by the FDA [2][4] - The company is expected to continue strong top-line growth from tirzepatide, which has been on the market for about three years, and positive results from recent clinical trials for orforglipron have boosted stock performance [4][8] - Eli Lilly is developing retatrutide, a "triple G" drug that targets three gut hormones, and has 11 weight loss candidates in its pipeline, positioning it as a leader in the competitive weight loss market [5][6] - The company received FDA approval for Kisunla for Alzheimer's treatment, marking a significant achievement in a field with few recent approvals [6] - Despite challenges in 2025 due to tariff volatility and disappointing guidance, Eli Lilly is shifting manufacturing back to the U.S., which should mitigate risks from trade policies [7] - The stock's forward price-to-earnings ratio is around 33, which is double the healthcare industry average, but justified by the company's strong performance and growth prospects; dividends have increased by 200% over the past decade [8] DexCom - DexCom specializes in continuous glucose monitoring (CGM) systems, offering superior technology compared to traditional blood glucose meters, providing constant monitoring and frequent updates [9][10] - The adoption of CGM technology has been a significant growth driver, with increasing patient transitions to CGM and better reimbursement from third-party payers leading to rising revenues [10][12] - The CGM market remains underpenetrated in the U.S., with many diabetes patients still not using CGM despite insurance coverage, indicating substantial growth potential [12] - DexCom faces competition from Abbott Laboratories but continues to thrive, with only 1% of diabetic adults globally having access to CGM, suggesting room for multiple successful players [13] - The company has domestic manufacturing capabilities, which should minimize the impact of tariffs, and its forward P/E ratio of around 42, while high, is not unprecedented for a high-growth stock [14][16]