Eli Lilly & Co. | StockChase
32
Eli Lilly & Co. (LLY-N)

Last Price Recorded: $83.6800 on 2017-11-22

ON STOCKCHASE SINCE Jun 2001

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biotechnology/pharmaceutical

Eli Lilly & Co.


Signal Opinion Expert

2017-05-10

HOLD
Eli Lilly & Co. (LLY-N)

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.

biotechnology/pharmaceutical
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group

Price: $81.050
Owned: Yes

2016-11-24

DON'T BUY
Eli Lilly & Co. (LLY-N)

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.

biotechnology/pharmaceutical
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $68.000
Owned: Unknown

2016-04-13

DON'T BUY
Eli Lilly & Co. (LLY-N)

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.

biotechnology/pharmaceutical
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $75.160
Owned: No

2013-12-12

DON'T BUY
Eli Lilly & Co. (LLY-N)

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. 

biotechnology/pharmaceutical
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $49.230
Owned: Unknown

2013-11-27

DON'T BUY
Eli Lilly & Co. (LLY-N)

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.

biotechnology/pharmaceutical
Don Lato

President, Padlock Investment Management

Price: $50.360
Owned: No

2013-11-05

BUY
Eli Lilly & Co. (LLY-N)

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.

biotechnology/pharmaceutical
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $50.370
Owned: No

2013-10-30

DON'T BUY
Eli Lilly & Co. (LLY-N)

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).

biotechnology/pharmaceutical
Mohsin Bashir

VP Investments, Stone Asset Management

Price: $49.210
Owned: Unknown

2013-05-09

BUY
Eli Lilly & Co. (LLY-N)

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.

biotechnology/pharmaceutical
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $54.560
Owned: No

2013-04-05

PARTIAL SELL
Eli Lilly & Co. (LLY-N)

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

biotechnology/pharmaceutical
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $56.480
Owned: Unknown

2012-03-06

BUY
Eli Lilly & Co. (LLY-N)
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.
biotechnology/pharmaceutical
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $38.640
Owned: No

2011-11-02

DON'T BUY
Eli Lilly & Co. (LLY-N)
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.
biotechnology/pharmaceutical
Don Lato

President, Padlock Investment Management

Price: $37.480
Owned: No

2011-06-16

BUY
Eli Lilly & Co. (LLY-N)
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.
biotechnology/pharmaceutical
Mohsin Bashir

VP Investments, Stone Asset Management

Price: $37.220
Owned: Unknown

2010-05-12

DON'T BUY
Eli Lilly & Co. (LLY-N)
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.
biotechnology/pharmaceutical
Gordon Reid

President, GoodReid Investment Counsel

Price: $34.780
Owned: Unknown

2010-03-10

DON'T BUY
Eli Lilly & Co. (LLY-N)
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.
biotechnology/pharmaceutical
Gordon Reid

President, GoodReid Investment Counsel

Price: $35.340
Owned: Unknown

2010-02-18

BUY
Eli Lilly & Co. (LLY-N)
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.
biotechnology/pharmaceutical
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $34.410
Owned: Unknown

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