Lilly(LLY)

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Eli Lilly: A New Leader In Weight Loss Drugs Is Clearly Emerging
Seeking Alpha· 2025-04-20 13:00
Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]
Is Eli Lilly Stock a Buy Right Now?
The Motley Fool· 2025-04-19 20:05
Core Viewpoint - The pharmaceutical sector is at risk of facing new tariffs from the Trump administration, which has already caused investor anxiety despite no direct impact yet [1][2]. Industry Summary - The pharmaceutical industry, particularly companies like Eli Lilly, is bracing for potential tariffs that could increase costs for raw materials sourced overseas [4][5]. - The uncertainty surrounding tariffs has made investors jittery, affecting stock performance and market sentiment [2][3]. Company Summary: Eli Lilly - Eli Lilly has been a strong performer in the pharmaceutical sector, primarily driven by its GLP-1 medications, Mounjaro and Zepbound, which compete with Novo Nordisk's products [7]. - The company also has a promising cancer drug, Verzenio, which has received multiple FDA approvals, expanding its oncology market opportunities [8]. - Eli Lilly's recent FDA approval for its Alzheimer's medication, Kisunla, positions it well in a fragmented market expected to grow significantly [9][10]. - Despite the potential for increased operating expenses and profit margin compression due to tariffs, the long-term outlook for Eli Lilly remains positive due to its diversified portfolio and growth opportunities [6][15]. Investment Considerations - Current market conditions suggest that investing in Eli Lilly may require a long-term perspective, as short-term volatility is anticipated due to potential tariff impacts [12][14]. - A strategy of dollar-cost averaging is recommended for long-term investors to mitigate risks associated with price fluctuations [14].
Eli Lilly's Experimental Weight Loss Pill Succeeded in Its First Pivotal Trial. Is It Time to Buy?
The Motley Fool· 2025-04-19 07:23
Core Insights - The obesity drug market is projected to grow significantly, with Morgan Stanley estimating it could reach $144 billion by 2030, a more than 15-fold increase from current levels [2] - Eli Lilly and Novo Nordisk currently dominate the market with GLP-1 receptor agonists, which require weekly injections, but there is a shift towards developing oral alternatives [2][3] Company Developments - Eli Lilly is advancing its oral GLP-1 treatment, orforglipron, which has shown promising results in the Achieve-1 phase 3 clinical trial, indicating potential for significant weight loss [4][11] - The Achieve-1 study demonstrated that orforglipron reduced weight by 2.8% to 5.9% compared to placebo, depending on the dosage [9] - Eli Lilly's existing oral GLP-1 drug, Rybelsus, generated $3.6 billion in sales last year, but remains a fraction of the $27.2 billion from injectable semaglutide [5] Market Potential - Orforglipron's small-molecule formulation may enhance patient compliance compared to existing oral options, potentially positioning it as a top seller in the anti-obesity market [7] - Eli Lilly's tirzepatide, approved for diabetes and weight management, saw sales surge to $16.5 billion in 2024, indicating strong market performance [12] Industry Context - The pharmaceutical industry faces challenges due to staffing changes at the FDA, which may impact the pace of drug approvals, creating uncertainty for drugmaker stocks [14]
Eli Lilly Rallies Over 14%, Notches Best Day Since June 2000 On Oral Weight-Loss Drug Results: Analysts React
Benzinga· 2025-04-17 20:43
Eli Lilly & Co. LLY shares staged their sharpest single-day rally in nearly 25 years Thursday, after unveiling data from a pivotal trial that could cement its leadership in a weight-loss drug market projected to more than triple in size by 2030. The stock surged, closing the day up 14.36% to $839.96, marking its best performance since June 2000.In a Thursday note, Goldman Sachs analyst Asad Haider, CFA said Eli Lilly's first Phase 3 trial of orforglipron — a once-daily oral treatment for type 2 diabetes and ...
Why Eli Lilly Stock Is Soaring Today, While Novo Nordisk and Viking Therapeutics Slide
The Motley Fool· 2025-04-17 16:46
Eli Lilly has a plan to dominate the GLP-1 weight loss drug market -- and it's succeeding.It's Thursday morning, 11:50 a.m. ET -- and Eli Lilly (LLY 16.30%) stock is off to the races!This morning, the Indianapolis-based pharmaceutical giant announced that its new GLP-1 weight loss pill, orforglipron, has "demonstrated statistically significant efficacy results and a safety profile consistent with injectable GLP-1 medicines in successful [ACHIEVE-1] Phase 3 trial."Lilly shares are up 14.2% in response to the ...
Eli Lilly stock surges 15% after clinical trial of weight loss pill shows it works like Ozempic
New York Post· 2025-04-17 16:11
Eli Lilly shares jumped 15% after a clinical trial of its experimental pill showed it helped patients with Type 2 diabetes lose weight at levels comparable to leading injectable medications like Ozempic.The mid-stage trial results announced on Thursday by the pharmaceutical giant showed that patients taking orforglipron lost an average of 16 pounds — or 7.9% of their body weight — over a 26-week period.That outcome compares favorably to Novo Nordisk’s widely prescribed Ozempic, which helped diabetic patient ...
Eli Lilly Stock Surges on Weight-Loss Drug Trial Success
Schaeffers Investment Research· 2025-04-17 15:10
Eli Lilly & Co (NYSE:LLY) stock is headed for its best day since August 2023, last seen up 13.4% at $838.48 at last check, after the pharmaceutical giant reported positive results for a phase 3 trial of its weight-loss drug, orforglipron. The experimental pill resulted in weight loss of nearly 8% at the highest dose, and lowered blood sugar in patients with type 2 diabetes. Today's pop helped Eli Lilly stock fully recover from its early April bear gap, and has it back in positive territory for 2025. LLY was ...
Lilly confirms date and conference call for first-quarter 2025 financial results announcement
Prnewswire· 2025-04-17 14:00
Core Points - Eli Lilly and Company will announce its first-quarter 2025 financial results on May 1, 2025, and will hold a conference call to discuss the performance [1] - The conference call is scheduled to begin at 10 a.m. Eastern time, and a live webcast will be available on Lilly's website [2] - Lilly has been a pioneer in medical discoveries for nearly 150 years, focusing on various health challenges including diabetes care, obesity treatment, Alzheimer's disease, immune system disorders, and cancer management [3]