Viewing Company Eli Lilly & Co. | StockChase
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Compiling comments that experts make about stocks while on public TV.

Eli Lilly & Co. Stock Symbol: LLY-N

Notes:Insulin eqip mfctr

Last Price Recorded: $84.6400 on 2017-09-25

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Date Signal Expert Opinion Price
2017-05-10 HOLD Paul Macdonald

He likes this. They have a diversified pipeline. Had a couple of mishaps. A fair amount was baked into their Alzheimer’s drug in November, and they kind of walked away from it. Also, their anti-inflammatory did not get FDA approval. There was some positive data from their Monarch pretrial, phase 3 of breast cancer. This is a very strong hold.


Price:
$81.050
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-11-24 DON'T BUY Lorne Steinberg

The whole drug sector in general has been suffering badly. For the last decade or so, it has been almost impossible to raise drug prices. The election of Donald Trump may be favourable to the drug sector. They are all suffering with the increasing movement of generic drugs, and all have relatively weak pipelines. Most of the pharma sector is struggling, and even cutting back on research and development. He would look elsewhere.


Price:
$68.000
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Unknown
2016-04-13 DON'T BUY Cameron Hurst

Right now Pharma is struggling. This company has cash generation and a diversified portfolio lineup. There are a number of factors for right now, but healthcare is facing a lot of headwinds now. You should be looking at this in the 10s, maybe low teens growth profile.


Price:
$75.160
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
No
2013-12-12 DON'T BUY David Burrows

One of the laggards in the pharma group.  If a company can’t do well in a good market, then it is time to move on.  Prefers JNJ-N for pharma exposure. 


Price:
$49.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2013-11-27 DON'T BUY Don Lato

Cheap on this year’s earnings, but not so cheap on next year’s. Part of the problem with this company is that one of their major drugs Cymbalta goes off patent at the end of 2013. In the 3rd quarter this drug was over 20% of their revenues, so they are looking at a pretty significant drop in revenues in 2014 and a more significant drop in earnings. A more interesting one would be Pfizer (PFE-N) as there are catalysts for change as they are looking at breaking this company up into 3 different divisions starting in 3 years but will start reporting on those divisions individually next year. He holds no pharmaceuticals at this time.


Price:
$50.360
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-11-05 BUY Colin Stewart

Been undergoing struggles with patent expiry and competition.  Massive R&D budget and it is hard to know when they will have the next block buster drug.  A good blue chip name to own.  JNJ might be a safer way to participate.


Price:
$50.370
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2013-10-30 DON'T BUY Mohsin Bashir

Has always traded at a lower valuation than some of the other pharmaceuticals. Has a fair number of patent expiry overhangs that it faces. There are only a few drugs that have been really able to keep their momentum going. On valuation, it always looks attractive, but with the problem of getting new drugs to market, there are other names that he would prefer such as Pfizer (PFE-N) or Johnson & Johnson (JNJ-N).


Price:
$49.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-05-09 BUY David Burrows

50% payout ratio.  Drugs are coming off patent.  You are buying for yield and low volatility.  There are better names in the group but they are in the sweet spot in the market.


Price:
$54.560
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2013-04-05 PARTIAL SELL Keith Richards

Had a very good run.  Due for a consolidation period.  If you are concerned, take half off the table. 


Price:
$56.480
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
Unknown
2012-03-06 BUY David Burrows All drug companies are facing the “patent cliff”. (Have a lot of drugs that are coming off patent.) This is pretty well known and all the stocks are cheap. 5% dividend yield. Dividend is safe and you have very good visibility into the cash flows.
Price:
$38.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2011-11-02 DON'T BUY Don Lato This one is going nowhere fast. Declining earnings. Just had a big drug, Prexus, come off patent, which accounted for 11% of their sales. No new block busters on the horizon. Earnings consensus going from $4.30 to $3.60 next year.
Price:
$37.480
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2011-06-16 BUY Mohsin Bashir Industry could be considered a value trap. A large number of large scale pharmas are trading at depressed values because of US health reforms and patents expiring. However this one is in one of the better positions to see itself through this cycle. Have about 70 drugs, mainly in oncology, neuroscience and diabetes that they are working on in their pipeline.
Price:
$37.220
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2010-05-12 DON'T BUY Gordon Reid In the same camp as many of the other big pharmas. Having trouble filling the pot. Patent expirations are taking revenue out. Good cash business with a good dividend of about 5.5%. A value trap.
Price:
$34.780
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2010-03-10 DON'T BUY Gordon Reid Similar to a lot of Pharma companies in that they have to find some growth. Will have patent expiries in 2011, which will create falling sales. Looks cheap and has a great dividend but it is a shrinking situation.
Price:
$35.340
Subject:
US EQUITIES
Bias:
BULLISH on HEALTH CARE
Owned:
Unknown
2010-02-18 BUY Paul Harris, CFA 2 issues that face phama stocks: one is health care and what will happen; and two is that the pipeline of fantastic drugs has slowed down. Treat it as a high dividend paying company and not look for huge increases in stock price.
Price:
$34.410
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
Unknown
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