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Core Insights - Eli Lilly and Company (NYSE: LLY) is recognized as a strong long-term investment option, with a focus on holding the stock for 20 years [1] Group 1: Price Target and Ratings - Guggenheim has reduced its price target for Eli Lilly from $1,163 to $1,161 while maintaining a 'Buy' rating, indicating confidence in the company's performance despite the slight adjustment [2] Group 2: FDA Designation and Oncology Pipeline - Eli Lilly announced that the FDA granted Breakthrough Therapy designation to sofetabart mipitecan (LY4170156) for adults with platinum-resistant ovarian cancer, which enhances the visibility of the company's oncology pipeline [3] - The designation accelerates development timelines and regulatory engagement, following positive Phase 1a/b data [3] Group 3: Clinical Trial Progress - At ASCO 2025 and ESMO 2025, Eli Lilly presented favorable responses across all dose levels and folate receptor alpha expression, demonstrating a strong tolerability profile with limited serious safety signals [4] - The asset is advancing into the global Phase 3 Framework-01 trial, positioning it as a potential differentiated entrant in the ovarian cancer market, which has high unmet needs [4] Group 4: Company Focus and Market Position - Eli Lilly is a global pharmaceutical company that develops medicines across various therapeutic areas, including diabetes, oncology, immunology, and neuroscience [5]

In this piece, we discuss the 10 Best Stocks to Buy and Hold for 20 Years.With 2026 here, investors searching for the best stocks to buy are faced with a complex but opportunity-rich environment. Reuters reports that market dynamics are marked by geopolitical risk, the U.S. midterm elections, a leadership transition at the Federal Reserve, and diverging global monetary policies. At the same time, analysts are projecting equities in the U.S., Europe, and Japan to rise this year, with gains expected to be mor ...

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Core Insights - The obesity drug market is evolving beyond just weight loss efficacy, focusing on a wider range of treatment options and improved patient access [2][3][7] Treatment Options - Executives predict a shift from a one-size-fits-all approach to personalized treatments, including pills, less frequent injections, and combination therapies [3][4] - Novo Nordisk and Eli Lilly are leading the market with GLP-1 injections, while new oral options are being introduced to cater to different patient needs [4][11] - Combination regimens are expected to enhance treatment effectiveness, targeting various obesity-related conditions [16][18] Market Access - Access to GLP-1 treatments has improved, with price reductions and upcoming Medicare coverage for obesity drugs anticipated to increase patient access [6][30][31] - The direct-to-consumer market is projected to grow significantly, potentially comprising a large portion of the obesity drug market [32][33] Market Potential - The weight loss and diabetes drug market could reach nearly $100 billion annually by the end of the decade, driven by increased treatment options and access [7] - Current estimates suggest that 25 to 50 million U.S. patients could be using GLP-1s by 2030, indicating substantial growth potential [8] Innovative Approaches - Companies are exploring new methods for weight loss, such as targeting fat burning rather than appetite suppression, with the aim of preserving muscle mass [22][24] - Lilly's retatrutide, which mimics multiple hunger-regulating hormones, has shown promising results in trials, achieving over 28% weight loss in patients [26][27]

Core Insights - Eli Lilly's stock experienced a significant increase of 39% over the past year, driven by the success of its weight loss drugs [1] - The obesity drug market is projected to reach nearly $100 billion by the end of the decade, indicating strong growth potential [2] Company Overview - Viking Therapeutics specializes in treatments for metabolic and endocrine disorders and is currently developing weight loss candidates in late-stage clinical trials [4] - The company's VK2735, available in both injectable and oral forms, functions similarly to Lilly's tirzepatide, targeting hormones that regulate blood sugar and appetite [5] Clinical Development - Viking's VK2735 has shown promising results in clinical trials, with a reported weight loss of up to 14.7% in a phase 2 trial after 13 weeks [5] - The drug is currently in phase 3 and phase 2 trials, indicating progress towards potential market entry [4] Market Competition - VK2735 has the potential to compete with established products like Lilly's tirzepatide and Novo Nordisk's semaglutide, although direct comparisons are challenging due to differing trial parameters [7] - Despite the dominance of major pharmaceutical companies, there is a consistent demand for weight loss drugs, suggesting opportunities for new entrants like Viking [8] Investment Potential - If successful, Viking Therapeutics could see substantial rewards due to the high demand for weight loss drugs and the potential for partnerships or acquisitions by larger companies [9] - The stock is considered a top biotech investment for 2026, appealing to investors willing to accept the risks associated with drug development [9]

行业研究 证 券 研 究 报 告 评论： 计算机 2026 年 01 月 22 日 推荐（维持） 华创证券研究所 证券分析师：吴鸣远 邮箱：wumingyuan@hcyjs.com 执业编号：S0360523040001 计算机行业重大事项点评 AI4S：英伟达与礼来合作，AI+制药再提速 事项： 2026 年 1 月 12 日，在摩根大通全球医疗健康大会上，NVIDIA 与礼来公司共 同宣布将合作成立一家开创性 AI 联合创新实验室，致力于运用 AI 技术解决 制药行业长期面临的诸多挑战。 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 337 | 0.04 | | 总市值(亿元) | 64,957.50 | 5.07 | | 流通市值(亿元) | 58,620.09 | 5.67 | 相对指数表现 | % | 1M | 6M | 12M | | --- | --- | --- | --- | | 绝对表现 | 13.7% | 22.6% | 42.4% | | 相对表现 | 10.3% | 7.0% | 19.2% | -6% 13% 33% 53% ...

Financial giants have made a conspicuous bullish move on Eli Lilly and Co. Our analysis of options history for Eli Lilly and Co (NYSE:LLY) revealed 67 unusual trades.Delving into the details, we found 47% of traders were bullish, while 29% showed bearish tendencies. Out of all the trades we spotted, 21 were puts, with a value of $880,599, and 46 were calls, valued at $3,071,376.Predicted Price RangeAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a pr ...

Core Viewpoint - The fourth quarter of 2025 experienced a sharp 5% sell-off followed by a quick recovery, with global stocks reaching all-time highs, influenced by concerns over a potential AI bubble and subsequent strong earnings from NVIDIA [4][5]. Portfolio Performance & Attribution - The Polen Global Growth Composite Portfolio returned -2.5% gross of fees and -2.7% net of fees in Q4 2025, underperforming the MSCI All Country World Index, which returned +3.3% [7]. - Top relative contributors included Eli Lilly, Alphabet, and Shopify, while Oracle, Paycom Software, and CoStar Group were the largest detractors [7][8]. - Eli Lilly's stock rallied over 40% in Q4 due to strong financial results and a favorable agreement on drug pricing, despite earlier concerns [8]. - Oracle's performance reversed from the previous quarter, primarily due to skepticism regarding its future revenue tied to OpenAI, impacting its stock negatively [9]. Portfolio Activity - New positions were initiated in Tencent Holdings and Spotify, while positions in Sage Group, Willis Towers Watson, ICON Plc, and Workday were eliminated to fund these investments [10][11]. - Tencent has shown consistent earnings growth of over 30% annually for the past three years, and its valuation is considered reasonable for sustainable revenue growth [11]. - Spotify is viewed as a leading streaming network with significant growth potential, expecting over 20% annual free cash flow growth for the next five years [12]. Outlook - The datacenter capital expenditure cycle is expected to continue, driven by increasing demand and supportive government policies, suggesting a favorable environment for growth in revenues and earnings for key players [17]. - The portfolio is positioned to deliver above-average earnings growth, with a focus on sectors outside of the AI and datacenter themes, ensuring resilience regardless of market drivers [18].

stocks they discuss. We make no representations or warranties regarding the advisability of investing in any particular securities or utilizing any specific investment strategies. Information is subject to change without notice. For information on use of our services, please see our Terms of Use. *Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet. IBD, IBD Digital, IBD Live, IBD We ...