Professional
Added to YB: 2025-05-09
Pitch date: 2025-03-31
LLY [bullish]
Eli Lilly and Company
+26.24%
current return
Author Info
No bio for this author
Company Info
Eli Lilly and Company discovers, develops, and markets human pharmaceuticals in the United States, Europe, China, Japan, and internationally.
Market Cap
$893.2B
Pitch Price
$813.94
Price Target
N/A
Dividend
0.60%
EV/EBITDA
31.99
P/E
48.80
EV/Sales
15.58
Sector
Pharmaceuticals
Category
growth
Baron Fifth Avenue Growth Fund New Position: Eli Lilly and Company
LLY (new position): Leading GLP-1 maker for diabetes/obesity. US mkt 32M T2D + 105M obese patients but only 8M on GLP-1s now. $150B category potential as drugs show 20%+ weight loss, reduce comorbidities. Mounjaro/Zepbound succeeding, orforglipron pill (~15% loss) & retatrutide (~25% loss) coming 2026-27. Pipeline includes Alzheimer's, cardiovascular & breast cancer treatments.
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