Eli Lilly Outperforms as Novo Nordisk Sets Pill Launch
"Well, we got to take a look at Eli Lily today given the Nova Nordisk news. So, Eli Liy shares uh ticker ly and those shares just up a touch right now at the moment... But overall, Eli Liy still very much winning uh that raise when it comes to at least share moves this year. They have risen uh 39% versus Novo's 47% decline. But yeah, I mean the Novo uh US ability uh presence shall we say is certainly potential threat to Eli Lilly here."
Christine Kino discusses the competitive dynamics between Eli Lilly and Novo Nordisk, noting that while Novo is launching an obesity pill in early January, Eli Lilly's shares have risen 39% compared to Novo's 47% decline, suggesting a stronger market performance currently.
Long-Term Upside in Lilly's Alzheimer's Trial
"I just want to add and say that like I think I'm pretty excited to see how Lily's uh trial turns out as well. They're running a really long trial. Um I think uh Lily and Biogen both started really long-term clinical trials in Alzheimer's about five, six, seven years ago or something. And um know we hope to see actually a fiveyear topline readout in the near future."
The speaker expresses excitement about Lilly's long-term Alzheimer's trial, noting that both Lilly and Biogen initiated long-duration studies years ago. He points to a potential five‐year topline readout, suggesting that early intervention in Alzheimer's could offer substantial upside.
Eli Lilly Boosted by Regulatory Upgrade and AI Initiatives
"yeah for sure so shares of Eli Liy which is ticker LLY are up 4.8% 8% right now. Um they're on track for a record high close. Uh so basically Ling Partners upgraded the company to outperform from market perform. Uh this is after the recent deal with the Trump administration to cut prices for obesity drugs in exchange for wider Medicare coverage. Um that happened last week. So I think we're just seeing so some continued trading on that. Uh the company also said that it was going to utilize um an AI platform to aid in drug discovery. So that could be giving shares sort of an extra little boost today if there's investor optimism about you know using artificial intelligence in the the healthcare space"
The discussion on Eli Lilly emphasizes its current upward momentum, supported by an upgrade to outperform following a deal to reduce obesity drug prices and the implementation of an AI-driven drug discovery platform, suggesting near-term positive catalysts.
Eli Lilly Deal with Trump Administration Offers Tariff Relief and Market Expansion
"So, Eli Liy and Novo Nordis secured deals with the Trump administration to slash prices for their blockbuster weight loss drugs in exchange for tariff relief and wider access for Medicare patients. This seems like a win-win situation. Novor Nordisk and Eli get greater access to more patients which delivers a broader access of customers that can be on the company's treatments. Furthermore, Eli Lily and Novo Nordisk get tariff relief, which could save the company significant sums of money because they do import some of their products from outside the United States. The deals with Lily and Novo were announced Thursday at a White House event with President Donald Trump."
The transcript discusses a deal where Eli Lilly (focused ticker LLY) and Novo Nordisk secure tariff relief and enhanced market access through an agreement with the Trump administration. This arrangement could boost profit margins by reducing import costs and expanding treatment access, acting as a long-term positive catalyst despite lingering uncertainties on deal specifics.
Trade Call: Eli Lilly
"The next stock I rated as one of the best ones to buy is Eli Liy, which is trading at a market price of $8.96. And the intrinsic value per share I calculated is $1,317. Eli Liy is gaining investor attention because of its weight loss and diabetes treatment, with the oral pill version expected to come out early next year, which is likely to open a much larger market opportunity. Despite current negative sentiment driven by the administration's stance on healthcare, I see this as an opportunity given its strong drug pipeline and historical innovation."
Trade call for Eli Lilly based on a significant intrinsic undervaluation and robust pipeline in weight loss and diabetes treatments, seen as an opportunity amid regulatory headwinds.
Eli Lilly Sees Positive Catalyst with Guidance Boost
"Another one out there, Eli Liy is a good one today. Yes, ticker LLY. We're seeing shares of Eli Lilly up a guidance boost here. We are seeing shares up as much as 3.7% right now in trading. This after it raised its full-ear guidance revenue from its weight loss drug and then diabetes drug, this is Mandaro and Zetbound of course. These really having a combined nearly $1.3 billion dollars here in terms of expectations for that and we did see a beat here as we look at these two drugs. So you really are seeing Wall Street coming behind the stock rallying, shares of Eli up about 9% so far this year."
Eli Lilly (LLY) benefits from a guidance boost driven by its weight loss and diabetes drugs, contributing to a current rally with shares up roughly 3.7% in trading and 9% year-to-date as Wall Street rallies behind the beat in expectations.
Eli Lilly captures weight loss market share
"We have Eli Liy today. Now it's up about 2% but we saw much bigger gain in earlier trading. Uh once the market opened it jumped as much as 3.4%. Of course, with strong guidance raised for both their weight loss drug and diabetes drug, they're taking bigger market share in this competitive field. They now account for 58% of the market and outpaced expectations by nearly 1.3 billion. Mizuku is saying it's very clear that Eli Lely is winning the weight loss race. Obviously, now we're talking about more advanced drugs that could open a new leg in the competition."
The commentary highlights Eli Lilly's robust performance driven by raised guidance and expanding market share in weight loss and diabetes drugs, reinforcing its competitive edge.
Eli Lilly Beats Estimates With New Product Optimism
"Nathan, I'm going to end with some positivity if I can here. Eli Liy shares, they're higher. They're excited about their new products. higher by 5 1.5% LLY, boosting their revenue forecast and beating their estimate."
The commentary shifts to a positive note for Eli Lilly (LLY), where strong revenue forecast revisions and beating estimates, driven by new products, are lifting the share price slightly.
Eli Lilly (LLY) as a Long-Term Add Amid Near-Term Headwinds
"And that's going to lead us to cheap stock number three, which is going to be Eli Lilly, stock ticker LLY. It is one of those healthcare stocks that has lagged the market, facing pricing and margin pressures, yet it presents a buying opportunity on the dip. Eli Lilly has a massive market cap of $757 billion, and over the past 12 months, shares are down 13%. Revenues have hit a record $53.3 billion with operating margins at 32.4%. With a forward PE of 26.4 times and an EV to EBITDA well below its 5-year average, analysts have given a 12-month price target of $947 per share, implying nearly 20% upside. Given the attractive PEG ratio and the company building its pipeline, it seems like a great time to add to the name."
The speaker outlines a bullish long-term play on Eli Lilly (LLY), emphasizing that despite recent headwinds, its robust revenue growth, premium margins, and attractive valuation multiples make it an appealing buy. The recommendation is to consider adding to positions on the dip as the company invests heavily in its future pipeline.
Eli Lilly Under Pressure From Weight Loss Drug Pricing Comments
"So, can we talk about the JLP1 drugs, most notably LLY, Eli Liy? Yes, Eli Liy. The stock is down about 2% right now. It's been falling all day after Trump said that the price of Ozmpic could come down to just $150 a month. So, Eli Liy, they don't make OMPic. That's Novo Nordisk. that stock uh trading in Europe was down as well, but we're seeing Eli Liy, they have similar weight loss drugs."
The commentary focuses on Eli Lilly's stock weakness in response to external commentary on weight loss drug pricing. The discussion notes that while Eli Lilly is not directly tied to the drug mentioned, market sentiment is affected due to comparisons with competitors.