The discussion centers on healthcare stocks, particularly Roche (RHHBY), Novo Nordisk (NVO), and Eli Lilly (LLY). Roche is analyzed because of the promising breast cancer treatment with 5% nominal lift which also complete regressions and may benefit lung or pancreatic treatments if an antibody can stave off and take out the cancers for a combination drug result. Novo Nordisk is discussed noting a potential underestimation in its valuation, highlighting potential from GLP-1 research and distribution partnerships including the oral version with more reach into the population. Eli Lilly gets analyzed based on its innovative work antibody to protect while patients taking Wegovy which protects from muscle mass loss, but due to current re-evaluation of metrics makes it not a current buy right now.