Added to YB: 2025-11-10
Pitch date: 2025-10-01
LLY [bullish]
Eli Lilly and Company
+30.62%
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
$920.0B
Pitch Price
$813.16
Price Target
1.5K (+42%)
Dividend
0.67%
EV/EBITDA
32.91
P/E
50.26
EV/Sales
16.03
Sector
Pharmaceuticals
Category
growth
The Winner of the Global Obesity Epidemic: Lilly Eli
LLY: Strong fundamentals with Mounjaro +68% YoY, Zepbound +172% YoY sales growth in massive $95B+ obesity market by 2030. Superior dual-mechanism GLP-1/GIP vs Novo's single-pathway, up to 22% weight loss vs 15-17%. New Medicare/Medicaid coverage pilot, FDA shortage removal. Stock down 18% YTD on overblown R&D concerns. DCF target $1317 (+81% upside, 22% 3Y CAGR). Risk: policy reversal
Read full article (12 min)