Added to YB: 2025-11-27
Pitch date: 2025-11-26
LLY [neutral]
Eli Lilly and Company
-6.31%
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
$1.1K
Price Target
N/A
Dividend
0.60%
EV/EBITDA
31.99
P/E
48.80
EV/Sales
15.58
Sector
Pharmaceuticals
Category
N/A
Eli Lilly at $1 Trillion: The Weight-Loss Gold Rush, the Patented Drug Mirage, and Why Investors Must Stay Cautious
LLY (bearish): $1T valuation driven by GLP-1 drugs (65% revenue) unsustainable once tirzepatide patent expires. Trades 50x forward P/E vs pharma peers at 12-18x. India generics will crash pricing like semaglutide in 2026. Pipeline uncertain with 90% drug failure rates. History shows pharma peaks collapse post-patent (Pfizer, Moderna examples).
Read full article (4 min)