Eli Lilly & Company (NYSE:LLY) ranks among the best fundamental stocks to buy right now. Eli Lilly & Company (NYSE:LLY) revealed plans on September 16 to build a $5 billion manufacturing facility in Goochland County, Virginia. This is the first of four new U.S. production locations that Eli Lilly & Company (NYSE:LLY) hopes to reveal this year. The facility will be Eli Lilly’s first fully integrated facility for active pharmaceutical ingredients and therapeutic products specifically designed for the compa ...

Core Viewpoint - Despite the strong performance of the S&P 500 index, Coca-Cola and Eli Lilly have underperformed, presenting attractive buying opportunities for long-term dividend-seeking investors [1][2]. Group 1: Coca-Cola - Coca-Cola operates in over 200 countries and has seen a 5% revenue growth in the second quarter, excluding foreign currency fluctuations and acquisitions/divestitures [4]. - The revenue increase was driven by higher prices and a changing product mix, contributing 6 percentage points, while lower volume subtracted 1 percentage point [5]. - Coca-Cola has a 3.1% dividend yield, significantly higher than the S&P 500's 1.2%, and a payout ratio of 71%, indicating strong dividend sustainability [7][6]. Group 2: Eli Lilly - Eli Lilly generates significant revenue from three key drugs, which account for 65% of its $15.6 billion second-quarter revenue, with growth rates ranging from 12% to 172% [8]. - The company reported a 38% revenue growth in the second quarter and a 61% increase in adjusted earnings per share to $6.31, with management raising its 2025 revenue guidance to over 35% growth [9]. - Eli Lilly has a 0.8% dividend yield and a 37% payout ratio, with consistent annual dividend increases since 2015, indicating strong earnings coverage for dividends [10].

Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer recently discussed. While talking about the company, Cramer said that investors are not “supposed to buy drug stocks” when the Fed is cutting rates. He remarked: “Not that long ago, pretty much everybody assumed that the next non-tech stock to cross the trillion-dollar threshold would be the stock of Eli Lilly. Why not? They’ve developed a weight loss and diabetes wonder drug with incredible prospects… Right now, Lilly’s market capitalizatio ...

Core Viewpoint - The article discusses the significant impact of the drug Tirzepatide (Zepbound) on weight loss and its implications for the food industry, highlighting its effectiveness and the growing demand since its approval by the FDA in late 2023 [4][6][12]. Group 1: Drug Efficacy and Impact - After using Tirzepatide, patients reportedly reduce their daily caloric intake by approximately 800 calories, equivalent to one meal [4][5]. - In clinical trials, patients using the highest dosage of Tirzepatide lost an average of 22.5% of their body weight [6]. - A study conducted by Fudan University confirmed that Tirzepatide is safe and effective for weight loss in Chinese adults, with participants losing an average of 16.1 kg over 52 weeks [9][10]. Group 2: Market Dynamics and Competition - Tirzepatide belongs to the rapidly growing GLP-1 drug class, which mimics gut hormones to regulate blood sugar and suppress appetite [8]. - Major competitors in the GLP-1 space include Novo Nordisk, which produces Ozempic and Wegovy, both containing the active ingredient Semaglutide [12]. - The popularity of GLP-1 drugs has led to increased stock prices for companies like Eli Lilly, but concerns remain about potential negative impacts on the food and beverage industry [14].

Core Insights - The global GLP-1 market is experiencing significant attention due to its multi-billion-dollar potential, primarily led by Novo Nordisk and Eli Lilly with their respective products targeting type II diabetes and obesity [1] Competitive Landscape - Eli Lilly and Novo Nordisk have intensified competition, with Eli Lilly's orforglipron showing superior results in A1C and body weight reduction compared to Novo Nordisk's Rybelsus, although orforglipron had higher discontinuation rates due to gastrointestinal side effects [2] - Novo Nordisk's Ozempic demonstrated a 23% reduction in the risk of major adverse cardiovascular events (MACE) compared to Eli Lilly's Trulicity, along with a 25% reduction in a broader composite endpoint [4][10] - Novo Nordisk received EU approval to add cardiovascular benefits to the Rybelsus label, with a 14% reduction in MACE, while FDA review for a similar label expansion is pending [5] Financial Performance - Eli Lilly's Mounjaro and Zepbound generated combined sales of $14.7 billion in the first half of 2025, accounting for 52% of the company's total revenues, indicating a significant market share impact on Novo Nordisk [6] - Novo Nordisk's stock has underperformed, losing 28.1% year-to-date compared to the industry's 0.5% growth [8] Stock Valuation and Estimates - Novo Nordisk's shares are trading at a forward price/earnings ratio of 15.43, higher than the industry average of 14.83, but significantly below its five-year mean of 29.25 [12] - Earnings estimates for 2025 have decreased from $3.98 to $3.85 per share, and for 2026 from $4.56 to $4.07 over the past 60 days, indicating a downward trend in expectations [15]

Group 1 - Amazon has agreed to aggressively promote SME sellers on its platform for exports and products of women entrepreneurs [1] - Amazon will collaborate with the government to establish 100 relaxation centres for gig workers in Hyderabad, which will include facilities such as parking, mobile charging, resting areas, and nap spaces [1] Group 2 - Godrej announced plans to establish a new dairy processing plant for Jersey Cream products with an investment exceeding ₹200 crore [2] Group 3 - The Telangana State Government aims to make Hyderabad the first Net Zero City in India and is developing Bharat Future City over 30,000 acres, which will include nine zones such as AI City, health zone, and education zone [3] - The Chief Minister of Telangana met with New Jersey Governor Phil Murphy to discuss bilateral exchanges in software and technology, life sciences, urban transit, and movies [4] - The Chief Minister invited prominent educational institutions like NJIT, Princeton, and Rutgers to establish campuses in Hyderabad, offering full support for their expansion plans [4]

Plus, solar cars, Meta's new glasses and AI financial agents, in this edition of The Future of Everything newsletter. ...

Core Insights - Eli Lilly's orforglipron shows superior glycemic control compared to oral semaglutide in recent clinical trials [1][2] - The ACHIEVE-3 trial results indicate a significant reduction in HbA1c levels and weight loss for orforglipron users [2][3] - The oral GLP-1 drug market is expanding, with increasing interest from Chinese companies in developing oral formulations [4][5] Group 1: Clinical Trial Results - The ACHIEVE-3 trial demonstrated that the highest dose of orforglipron resulted in a 2.2% reduction in HbA1c, compared to a 1.4% reduction for oral semaglutide [2] - Participants using orforglipron lost an average of 8.9 kg (9.2%), while those on oral semaglutide lost 5.0 kg (5.3%), representing a relative improvement of 73.6% [2] - Orforglipron users showed clinical improvements in cardiovascular risk factors, including non-HDL cholesterol and triglycerides [2] Group 2: Market Dynamics - Oral semaglutide's revenue grew from $0.07 billion in 2019 to $3.38 billion in 2024, with a compound annual growth rate of 239.5% [4] - The preference for oral medications over injections is evident, with 39.7% of surveyed individuals favoring oral treatments [5] - Chinese companies are accelerating their development of oral GLP-1 drugs, with several candidates in late-stage clinical trials [5]

Core Viewpoint - The approval of Masitide, a dual receptor agonist for GCG/GLP-1, marks a significant milestone for the company and the diabetes treatment landscape in China [1] Group 1: Product Approval - Masitide has received approval from the National Medical Products Administration for use in blood sugar control in adult patients with type 2 diabetes [1] - This product is the first globally approved GCG/GLP-1 dual receptor agonist, developed in collaboration with Eli Lilly [1] Group 2: Market Potential - Masitide was previously approved in June 2025 for long-term weight management in adult patients in China [1]

Core Viewpoint - Eli Lilly's orforglipron shows significantly better glycemic control compared to oral semaglutide in the phase III clinical trial "ACHIEVE-3" [2][3] Group 1: Clinical Trial Results - In the ACHIEVE-3 trial, the highest dose of orforglipron resulted in a 2.2% reduction in HbA1c, while the highest dose of oral semaglutide resulted in a 1.4% reduction [3] - Participants using the highest dose of orforglipron lost an average of 8.9 kg (9.2%), compared to a 5.0 kg (5.3%) loss for those on oral semaglutide, representing a relative improvement of 73.6% [3] - Orforglipron users showed clinically meaningful improvements in several cardiovascular risk factors, including non-HDL cholesterol, systolic blood pressure, and triglycerides [3] Group 2: Market Context and Competitors - Oral semaglutide is currently the only approved oral GLP-1 drug for type 2 diabetes, with revenue growth from $0.07 billion in 2019 to $3.383 billion in 2024, reflecting a compound annual growth rate of 239.5% [5] - Novo Nordisk has submitted a weight loss indication application for oral semaglutide, which has shown near-injection efficacy in late-stage trials [5] - The development of oral GLP-1 formulations is challenging, with two main directions: oral peptides and oral small molecules, each facing unique challenges [5][6] Group 3: Industry Trends - There is a growing preference for oral medications over injections, with 39.7% of surveyed individuals indicating a preference for oral treatments [6] - The complexity and unpredictability of side effects in oral small molecules present additional challenges, but the higher technical barriers in oral GLP-1 development may reduce competition [6] - Chinese companies are accelerating their development of oral GLP-1 drugs, with several candidates in late-stage clinical trials [6]