The video discusses the potential for Novo Nordisk (NVO) and Eli Lilly (LLY) stocks to continue their upward trend. For NVO, the analysis suggests that despite recent gains, the stock is still undervalued compared to its intrinsic value of $85.38, with a current market price of $56.26. The stock recently recovered from a weekly low of $43. For LLY, it is presented as a 'strong buy' and a potential '2025 top performer', with an expectation of continued strong performance. Both companies are in the weight loss drug market, with the introduction of oral versions of their treatments, increasing accessibility and potentially driving future growth.