Eli Lilly & Co.

LLY-N

NYSE:LLY

141.21
0.35 (0.25%)
Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana, with offices in 18 countries. Its products are sold in approximately 125 countries.
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Analysis and Opinions about LLY-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 2, 2019
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 LLY made an acquisition in oncology and one of their big drugs got withdrawn.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.
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Eli Lilly & Co. (LLY-N)
August 2, 2019
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 LLY made an acquisition in oncology and one of their big drugs got withdrawn.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.
TOP PICK
TOP PICK
July 8, 2019
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)
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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)
DON'T BUY
DON'T BUY
May 30, 2019
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.
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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.
Gordon Reid

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Price
$115.900
Owned
Unknown
WATCH
WATCH
May 3, 2019
Likes it. One of better growth profiles for large cap pharma. Exceptional job building out the pipeline in oncology and diabetes. Cardiac drug seems like becoming the standard of care. Some hiccups, but the market gave them a pass. 14-15% EPS growth. 17x next year's earnings. Make sure the launches are on track next quarter.
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Likes it. One of better growth profiles for large cap pharma. Exceptional job building out the pipeline in oncology and diabetes. Cardiac drug seems like becoming the standard of care. Some hiccups, but the market gave them a pass. 14-15% EPS growth. 17x next year's earnings. Make sure the launches are on track next quarter.
PAST TOP PICK
PAST TOP PICK
April 15, 2019
(A Top Pick Dec 18/18, Up 17%) He owned a lot in this sector and sold on strength. He would have no problem buying it if he did not have a healthcare stock. It is one of the few areas that are truly in a secular bull market.
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Eli Lilly & Co. (LLY-N)
April 15, 2019
(A Top Pick Dec 18/18, Up 17%) He owned a lot in this sector and sold on strength. He would have no problem buying it if he did not have a healthcare stock. It is one of the few areas that are truly in a secular bull market.
HOLD
HOLD
April 8, 2019
He is not yet taking profits. They dominate the insulin business. As the world gets larger and overeats … The stock takes patience. It will probably sell off with the market.
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He is not yet taking profits. They dominate the insulin business. As the world gets larger and overeats … The stock takes patience. It will probably sell off with the market.
WATCH
WATCH
March 22, 2019
What does the increase in volume signal? Some technicians see volume as confirmation. You need volume spike to confirm a move. On the downside, volume doesn't tell you a lot, as things can start slowly. So don't read too much into it. If this stock comes back down to north of $105, a lot of investors would probably come back in. A good name, if you didn't want to buy XLD or HHL.T.
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Eli Lilly & Co. (LLY-N)
March 22, 2019
What does the increase in volume signal? Some technicians see volume as confirmation. You need volume spike to confirm a move. On the downside, volume doesn't tell you a lot, as things can start slowly. So don't read too much into it. If this stock comes back down to north of $105, a lot of investors would probably come back in. A good name, if you didn't want to buy XLD or HHL.T.
TOP PICK
TOP PICK
December 18, 2018
Broke out over the summer. Healthcare is one of the few sectors that's in a secular bull market, and is even making new highs in the current bull market. LLY tends to beat guidance. They deliver. This trend should continue into 2019. (Analysts’ price target is $114.96)
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Eli Lilly & Co. (LLY-N)
December 18, 2018
Broke out over the summer. Healthcare is one of the few sectors that's in a secular bull market, and is even making new highs in the current bull market. LLY tends to beat guidance. They deliver. This trend should continue into 2019. (Analysts’ price target is $114.96)
TOP PICK
TOP PICK
October 18, 2018

Just bought it. They have come with new pills for diabetes with huge potential. Yield of 2.0%. Drugs stocks are in favor. Likes the sector.

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Eli Lilly & Co. (LLY-N)
October 18, 2018

Just bought it. They have come with new pills for diabetes with huge potential. Yield of 2.0%. Drugs stocks are in favor. Likes the sector.

HOLD
HOLD
May 10, 2017

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.

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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.

DON'T BUY
DON'T BUY
November 24, 2016

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.

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Eli Lilly & Co. (LLY-N)
November 24, 2016

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.

DON'T BUY
DON'T BUY
April 13, 2016

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.

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Eli Lilly & Co. (LLY-N)
April 13, 2016

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.

DON'T BUY
DON'T BUY
December 12, 2013

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.

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Eli Lilly & Co. (LLY-N)
December 12, 2013

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.

DON'T BUY
DON'T BUY
November 27, 2013

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.

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Eli Lilly & Co. (LLY-N)
November 27, 2013

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.

BUY
BUY
November 5, 2013

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.

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Eli Lilly & Co. (LLY-N)
November 5, 2013

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.

DON'T BUY
DON'T BUY
October 30, 2013

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).

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Eli Lilly & Co. (LLY-N)
October 30, 2013

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).

BUY
BUY
May 9, 2013

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.

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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.

PARTIAL SELL
PARTIAL SELL
April 5, 2013

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

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

BUY
BUY
March 6, 2012
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.
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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.
DON'T BUY
DON'T BUY
November 2, 2011
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.
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Eli Lilly & Co. (LLY-N)
November 2, 2011
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.
BUY
BUY
June 16, 2011
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.
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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.
DON'T BUY
DON'T BUY
May 12, 2010
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.
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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.
DON'T BUY
DON'T BUY
March 10, 2010
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.
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Eli Lilly & Co. (LLY-N)
March 10, 2010
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.
BUY
BUY
February 18, 2010
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.
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Eli Lilly & Co. (LLY-N)
February 18, 2010
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.
BUY
BUY
June 16, 2009
All the pharmaceutical stocks are cheap. He would recommend Johnson & Johnson (JNJ-N) and Merck & Co. (MRK-N) ahead of this one. (See Top Picks.)
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All the pharmaceutical stocks are cheap. He would recommend Johnson & Johnson (JNJ-N) and Merck & Co. (MRK-N) ahead of this one. (See Top Picks.)
DON'T BUY
DON'T BUY
May 7, 2009
Pharma is a sector that usually outperforms in times of crisis and in bear markets. They have generally been a good hiding spot. The group will probably lag any uptick in the market. 5.5% dividend.
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Pharma is a sector that usually outperforms in times of crisis and in bear markets. They have generally been a good hiding spot. The group will probably lag any uptick in the market. 5.5% dividend.
BUY
BUY
November 7, 2006
One of the major concerns that pharmacy companies have is patent expiration and generics coming in. Doesn't think they have any major products coming off patents until 2010.
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Eli Lilly & Co. (LLY-N)
November 7, 2006
One of the major concerns that pharmacy companies have is patent expiration and generics coming in. Doesn't think they have any major products coming off patents until 2010.
BUY
BUY
October 31, 2006
Hasn't gone anywhere because it hasn't any blockbuster drugs. Has a good pipeline. Demographically, diabetes is set to explode.
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Eli Lilly & Co. (LLY-N)
October 31, 2006
Hasn't gone anywhere because it hasn't any blockbuster drugs. Has a good pipeline. Demographically, diabetes is set to explode.
HOLD
HOLD
March 15, 2006
Eli Lilly is a good company. It looks fine. It has come down with the other large cap drug stocks in the States. Need to be patient. It offers decent value here.
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Eli Lilly & Co. (LLY-N)
March 15, 2006
Eli Lilly is a good company. It looks fine. It has come down with the other large cap drug stocks in the States. Need to be patient. It offers decent value here.
DON'T BUY
DON'T BUY
August 25, 2005
This is a part of the market that's lagging. There has been such a slowdown in the growth rates.
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Eli Lilly & Co. (LLY-N)
August 25, 2005
This is a part of the market that's lagging. There has been such a slowdown in the growth rates.
DON'T BUY
DON'T BUY
July 13, 2005
Prefers others such as Abbott Labs (ABT-N).
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Prefers others such as Abbott Labs (ABT-N).
WEAK BUY
WEAK BUY
May 3, 2005
Pharmaceutical sector did very poorly over the last 2 years, but deceleration in revenue growth has slowed and profitability has started to improve. Look for the strongest perfoming stock in the sector. As Eli Lilly (LLY-N) is performing better, that would be the better of the 2, but would suggest you look at Sanofi-Aventis (SNY-N) which is close to new highs and Teva Pharmaceuticals (TEVA-Q) in generics.
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Pharmaceutical sector did very poorly over the last 2 years, but deceleration in revenue growth has slowed and profitability has started to improve. Look for the strongest perfoming stock in the sector. As Eli Lilly (LLY-N) is performing better, that would be the better of the 2, but would suggest you look at Sanofi-Aventis (SNY-N) which is close to new highs and Teva Pharmaceuticals (TEVA-Q) in generics.
BUY
BUY
March 15, 2005
A little bit of risk in a 3/6 month view as to whether they can retain their patent on Sprizecta (?), but the longer term they have the best drug pipeline and growth in the sector. OK for a long term hold.
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Eli Lilly & Co. (LLY-N)
March 15, 2005
A little bit of risk in a 3/6 month view as to whether they can retain their patent on Sprizecta (?), but the longer term they have the best drug pipeline and growth in the sector. OK for a long term hold.
TOP PICK
TOP PICK
August 13, 2004
Lots of new products. Rapid profit growth.
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Eli Lilly & Co. (LLY-N)
August 13, 2004
Lots of new products. Rapid profit growth.
TOP PICK
TOP PICK
Powerful balance sheet.
Eli Lilly & Co. (LLY-N)
April 16, 2004
DON'T BUY
DON'T BUY
April 2, 2002
Has a very good pipeline. Getting more competition from generic drugs. Too focused on Prozac.
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Has a very good pipeline. Getting more competition from generic drugs. Too focused on Prozac.
BUY
BUY
December 10, 2001
Pharmaceuticals may be re-establishing themselves for market leadership. Prefers Lily and Abbot
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Eli Lilly & Co. (LLY-N)
December 10, 2001
Pharmaceuticals may be re-establishing themselves for market leadership. Prefers Lily and Abbot
DON'T BUY
DON'T BUY
October 30, 2001
Some of their drugs are coming off patent and others not doing as well. Prefers Pfizer or J & J.
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Eli Lilly & Co. (LLY-N)
October 30, 2001
Some of their drugs are coming off patent and others not doing as well. Prefers Pfizer or J & J.
HOLD
HOLD
September 10, 2001
Good pipeline for new drugs but prefers Pfizer.
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Eli Lilly & Co. (LLY-N)
September 10, 2001
Good pipeline for new drugs but prefers Pfizer.
DON'T BUY
DON'T BUY
June 5, 2001
Prozac about to go generic.
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