
NYSE:LLY
This summary was created by AI, based on 32 opinions in the last 12 months.
Eli Lilly & Co. (LLY) is viewed as a leader in the GLP-1 drug market, especially with anticipated advancements such as an oral version of their weight-loss drug. Analysts highlight the company's strong earnings growth potential, with forecasts predicting growth rates of around 25-50% in the coming years. The stock is at historically high levels and is seen as a robust choice amidst a competitive landscape, particularly compared to Novo Nordisk (NVO). However, some analysts recommend waiting for a pullback before investing due to its current valuation. The consensus leans towards LLY having a strong pipeline and a diversified portfolio, indicating a positive outlook despite recent volatility in the market.
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.
He owns a small holding. Likes their growth profile from their weight-loss drug; they will continue to take market share from Novo Nordisk. The big news this week was that drug shortages were over. They lowered the price too. But shares are expensive at 20x PE on 2028 numbers--expensive for a pharmaceutical. It's had a big run, so he's not adding shares, but trimming.
Best among the weight-loss drugs, more effective than its peers. Also, the oral version will be a game-changer. LLY is gaining market share as its manufacturing ramps up. Shares are flat and need a catalyst, possibly on Aug. 7 with earnings. Their oncology platform is also doing well. He expects their revenues to double by 2030, based on 25-30% compounded growth.