
Opinions
Dan Rohinton
Eli Lilly & Co.
LLY-N
PARTIAL BUY
May 02, 2025
$825.080
Stock price when the opinion was issued
biotechnology
pharmaceutical
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
The more successful of the GLP-1 stocks compared to NVO. Decent entry point. Trades in the 30s on forward PE, so there's a strong expectation of prescription growth; every reason to believe that's going to happen.
Be cautious on position size; don't be aggressive. Stock was down 10% yesterday because NVO made a deal with CVS to become its prime recommended product for obesity. So NVO is starting to compete more on price.