fotoVoyager/E+ via Getty Images The Food and Drug Administration’s approval of Eli Lilly’s (NYSE:LLY) anti-amyloid antibody drug donanemab was once considered a slam dunk (previous analysis). But now, the FDA is convening an advisory panel to weigh in on the drug. This may just be a blip for Eli Lilly, or alternatively, concerns over donanemab’s…
magnetcreative/E+ via Getty Images Eli Lilly (LLY) has been a phenomenal stock to own over the past couple of years. In early 2022, it was trading for about $230 per share, but today it trades for nearly $800. This huge run is largely due to the success of its obesity drug, “Zepbound”. Eli Lilly shares…
Scott Olson/Getty Images News Context The world of software is being revolutionized by AI technology. The same thing happens in the pharmaceutical world, where new drugs to fight obesity are the driver of its transformation. It is a revolutionary medicine not only to get people thinner but also because obesity is the cause of a…
jetcityimage/iStock Editorial via Getty Images Investment thesis Eli Lilly’s (NYSE:LLY) stock is on fire after the massive success of its new drugs aimed at treating diabetes and obesity. The company has a stellar track record of success and will likely continue delivering strong results over the long term. However, my valuation analysis suggests that the…
Gilnature On Tuesday Feb 6, when Eli Lilly (LLY) announced their Q4 2023 report, the stocks of NASH (nonalcoholic steatohepatitis) drug developers, e.g. Madrigal Pharmaceuticals (NASDAQ:MDGL), Viking Therapeutics (VKTX), Akero Therapeutics (AKRO), Sagimet Biosciences (SGMT) etc., all come under selling pressure. The reason for the stock market sell-off appears to be the perception that LLY’s…
MirageC/Moment via Getty Images At A Glance Eli Lilly’s (LLY) revelation of tirzepatide’s potential in treating metabolic dysfunction-associated steatohepatitis (MASH), also known as NASH, represents a significant shift in the competitive landscape, with the potential to further disrupt Madrigal Pharmaceuticals’ (NASDAQ:MDGL) resmetirom’s market positioning. The clinical and financial implications of this development are profound, with…
Daniel Christel/iStock via Getty Images Investment Overview Madrigal Pharmaceuticals (NASDAQ:MDGL), the Conshohocken, Pennsylvania based biotech, is the current leader of the “NASH Dash”, that is, the race to secure a first approval for a drug developed to treat nonalcoholic steatohepatitis, or “NASH” an advanced form of non-alcoholic fatty liver disease (“NAFLD”), where buildups of fat…
jetcityimage/iStock Editorial via Getty Images Eli Lilly and Company (NYSE:LLY) has become the key beneficiary of the rally in weight loss drug stocks, which has gained momentum over the past year. Specifically, LLY has appreciated almost 5x in value over the past five years. The upsurge picked up in pace in 2023 with almost a…
jetcityimage Investment Thesis I believe Eli Lilly (NYSE:LLY) is poised for continual growth due to the significant demand for weight-loss drugs and the increasing insurance coverage. My perspective is a belief in the future of GLP-1 therapies, particularly those targeting obesity. My main focus is on Eli Lilly’s pioneering drug, Zepbound, which I see tackling…
patpitchaya My caution on Eli Lilly and Company (NYSE:LLY) has played out since my last update in September. Accordingly, LLY posted a total return of just 0.6%, relative to the S&P 500’s (SPX) (SPY) 7.6% gain over the same period. My analysis suggests that LLY is at a critical juncture, with dip buyers needed to…
Prostock-Studio Investment Overview Novo Nordisk (NVO), the Danish Pharma giant, has delivered phenomenal gains for shareholders across the past 5 years, its stock price has risen in value by >365%, giving the company a market cap of $458bn. Amongst global pharmas, only Eli Lilly (LLY) enjoys a higher valuation. Amongst all listed companies, Eli Lilly…
KKStock/iStock via Getty Images Over the past two weeks, there has been a spate of favorable news regarding the anti-obesity drug class, and Eli Lilly’s (NYSE:LLY) Zepbound in particular. Most importantly, Zepbound (tirzepatide) was approved in the US and the EMA recommended approval for obesity. In the US, Zepbound has a list price of $1,060…
Eli Lilly and Co (NYSE:LLY) Q3 2023 Earnings Conference Call November 1, 2023 9:00 AM ET Company Participants Joe Fletcher – SVP, IR David Ricks – Chairman, CEO & President Anat Ashkenazi – EVP & CFO Daniel Skovronsky – EVP, Chief Scientific & Medical Officer and President Michael Mason – EVP & President of Lilly…
choness This article was co-produced with Kody Kester of Kody’s Dividends. ———————————————————————————- Successful investing centers on the principles of quality first, valuation second, and smart risk management invariably. Albemarle Corporation (NYSE:ALB) is a best-of-breed specialty chemicals company mostly focused on the white gold of the 21st century, lithium. Eli Lilly and Company (NYSE:LLY) is a…
JHVEPhoto It’s hard to argue against the terrific performance of Eli Lilly (NYSE:LLY)-$586.46 as of late. The stock is currently hitting a new all-time high along with its earnings. With earnings hitting new highs, it should come as no surprise that the stock is hitting new highs. After all, the two go hand in hand….
Eli Lilly’s success can be ascribed in part to its promising medical pipeline and strategic acquisitions. American pharmaceutical company Eli Lilly and Co (NYSE: LLY) has reported an impressive surge in profits during the second quarter of 2023, leading to a significant increase in its full-year outlook. The company’s quarterly financial report, released earlier today,…
jetcityimage Pharma giant Eli Lilly and Company (NYSE:LLY) is buying the tiny biotech Sigilon Therapeutics, Inc. (NASDAQ:SGTX) for $14.92 per share in cash. The shares are trading at $21.28 due to a contingent value right ((CVR)) from Eli Lilly, potentially worth as much as $111.64 per share. Eli Lilly and Sigilon worked together on cell…