Eli Lilly & Co. (LLY-N)
59 watching
NYSE:LLY
243.06
0.07
(0.03%) 1d
Financials
Technical Analysis
Buy, Sell or Hold?
Jan 21, 2022, 9:02 pm
0
STRONG BUY
As the Fed is about to raise interest rates, buy companies that make real, concrete things. This includes pharmas. Since he started buying this in October, it's rallied. It's up 58% YTD. Last week, it held an investor day and soared 10% in one day, but then pulled back. Why he likes it? Their drug pipeline is the best in the industry. They spend a lot on R&D. In 2014, LLY that began delivering20 new drugs to the market. Seven could do north of $3 billion in sales, or 58% of company revenues. They won't lost patent protection for several years. Obesity, dementia and RNA-based drugs are their three main areas of focus. The first two are large (and sadly growing) markets. Their Alzheimer's drug data has been stronger than Biogen's. 2022 will see (likely, he feels) approval of these two drugs and could amount to $10-15 billion in sales. Great managers. Operating margin has leapt from 20.7% to 30%; managers predict rising to 35%. Their 2022 outlook is bullish with rising EPS. Plans to raise dividends and buyback shares in the future. R&D spending results in high results (revenues). Oncology is another area of strength.
biotechnology / pharmaceutical
$266.500
Owned
BUY
They hold an investor meeting on Wednesday. He expects good reports about several drugs: one for diabetes, another for Alzheimer's, which could be multi-billion franchises later.
biotechnology / pharmaceutical
BUY
A play on their Alzheimer's drug. He's long liked this.
biotechnology / pharmaceutical
BUY
The catalyst is the higher volumes from more people with diabetes. Diabetes is expected to rise by 20% by 2050. Lots of room to thrive. Novo Nordisk is first out of the gate and has an oral pill. LLY is not bad either.
biotechnology / pharmaceutical
BUY
Trades at 34x PE, because investors believe in LLY's new Alzheimer's drug. Also, all drug stocks are rallying because of the Delta variant and calls for a booster shot.
biotechnology / pharmaceutical
COMMENT
Eli bounced today off Biogen's monster move after the FDA greenlit the latter's Alzheimer's drug.
biotechnology / pharmaceutical
BUY
A fave of his, up 19% YTD. Last month they delivered a terrific quarter and strong phase 2 data on their Alzheimer's drug, a possible game-changer. They also have a Covid antibody treatment that's already selling well. Most recentlty they delivered good phase 3 trial results on their cholesterol, weighr-loss drug for diabetes.
biotechnology / pharmaceutical
RISKY BUY
Allan Tong’s Discover Picks LLY stock is now flirting with 52-week highs and trading above its 50- and 200-day moving averages. It trades at 25.55x and pays a 1.64% dividend. Essentially, positive news on March 12 will launch the LLY stock—and alleviate the suffering of many people and their families—but negative headlines will sink it, which might make it an even bigger bargain stock. Read 3 Bargain Stocks: Eli Lilly, Unilever & Apple for our full analysis.
biotechnology / pharmaceutical
BUY
Recent great results on phase 2 of Alzheimer's testing. There will be a lot of focus on the results around March 12. It it works, tremendous upside. Huge for families and for LLY. Diabetes franchise is performing extremely well. Oncology is building out.
biotechnology / pharmaceutical
COMMENT
Their stock has rallied so much after vaccine hopes that it's now cooling off. Their pipeline of drugs is super. Any further positive news about their Alzheimer's drug push this stock higher.
biotechnology / pharmaceutical
BUY
He owns a basket. He owns this one for their oncology division. He has not owned it for anything COVID-related. Sometimes it is better to buy a basket of these companies.
biotechnology / pharmaceutical
BUY
They just released very promising data on their breast cancer drug (the previous update in June saw the stock pop), but the stock still dropped in price today. This is strange and undeserved, but the selling won't last.
biotechnology / pharmaceutical
DON'T BUY
He sold it several months ago, because it outperformed like crazy in late-2018. That was expected, because healthcare is the most defensive sector and Q4 was a bear market with fears of a recession. LLY made an acquisition in oncology and one of their big drugs got withdrawn. Novo Nordisk may launch a diabetes drug in September to fcompete with LLY.
biotechnology / pharmaceutical
TOP PICK
It has one of the best growth profiles on the street with EPS growth at 10%. It trades at a premium to its peers, though. They have some potential blockbuster drugs focused on diabetes and heart disease. Itt depends on the effectiveness of that drug. Now is a good entry point. (Analysts’ price target is $125.81)
biotechnology / pharmaceutical
DON'T BUY
The whole drug industry is a slow growth one. It is difficult to get top line growth. That growth tends to come from a revolving set of assets. MRK-N has a bit of a leg up and is growing rapidly. It has a long runway before patent expiration. He prefers MRK-N.
biotechnology / pharmaceutical
Eli Lilly & Co.(LLY-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 8
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 0
Total Signals / Votes : 8
Eli Lilly & Co.(LLY-N) Frequently Asked Questions
What is Eli Lilly & Co. stock symbol?
Eli Lilly & Co. is a American stock, trading under the symbol LLY-N on the New York Stock Exchange (LLY). It is usually referred to as NYSE:LLY or LLY-N
Is Eli Lilly & Co. a buy or a sell?
In the last year, 8 stock analysts published opinions about LLY-N. 8 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Eli Lilly & Co..
Is Eli Lilly & Co. a good investment or a top pick?
Eli Lilly & Co. was recommended as a Top Pick by on . Read the latest stock experts ratings for Eli Lilly & Co..
Why is Eli Lilly & Co. stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Eli Lilly & Co. worth watching?
8 stock analysts on Stockchase covered Eli Lilly & Co. In the last year. It is a trending stock that is worth watching.
What is Eli Lilly & Co. stock price?
On 2022-01-21, Eli Lilly & Co. (LLY-N) stock closed at a price of $243.06.
