Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
LLY [bullish]
Eli Lilly and Company
Author Info
No bio for this author
Company Info
Eli Lilly and Company discovers, develops, manufactures, and markets human pharmaceutical products in the United States, Europe, China, Japan, and internationally.
Market Cap
$1.0T
Pitch Price
N/A
Price Target
N/A
Dividend
0.61%
EV/EBITDA
25.28
P/E
38.21
EV/Sales
13.30
Sector
Pharmaceuticals
Category
growth
Baron Fifth Avenue Growth Fund Added On Portfolio Holding: Eli Lilly and Company
LLY (added to position): Added to Eli Lilly in the second quarter because the GLP-1 opportunity remains vastly underpenetrated: fewer than 15% of roughly 135 million eligible U.S. patients use one today, and the category is expected to exceed $180 billion. Lilly’s U.S. share has risen above 60%; Zepbound/Mounjaro appears to be the most effective available injectable, Orforglipron is positioned as the most convenient oral option, and the next-generation pipeline is considered the strongest. Non-GLP-1 programs and strategic deals extend the long-term growth opportunity.
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