Eli Lilly and Company (NYSE:LLY) is one of the best long term low volatility stocks to invest in. Eli Lilly and Company (NYSE:LLY) announced on January 30 significant plans to invest over $3.5 billion in a new manufacturing facility in the Lehigh Valley, Pennsylvania, which would function as the company’s newest injectable medicine and device manufacturing facility, producing next-generation weight-loss therapies. These include retatrutide, a first-in-class investigational GIP, GLP-1, and glucagon triple h ...

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Tech giants Alphabet Inc. and Amazon.com Inc. anchor a dense earnings week, with Alphabet Inc. reporting after close Wednesday and Amazon.com Inc. after close Thursday. Major pharmaceuticals including Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S report pre-market Wednesday. Significant activity in industrials and energy is noted on Tuesday, while insurance, semiconductors, and real estate sectors see multiple reports throughout the week, extending into Next Monday. Disclaimer: This ...

Core Viewpoint - The certainty of the global weight loss drug market reaching $150 billion in the next decade has significantly decreased due to price reductions of GLP-1 drugs by Novo Nordisk and Eli Lilly, alongside increasing competition in the self-pay market [1][8]. Market Predictions - Analysts have revised down the market size forecast for 2030 by approximately 30% to around $100 billion, with some institutions pushing the $150 billion peak target to 2035 [1][8]. - Jefferies has lowered its peak market expectation from over $100 billion in the early 2030s to $80 billion, a 20% reduction from earlier predictions [1][8]. Company Performance - Novo Nordisk and Eli Lilly, the leading companies in the weight loss drug market, are set to release their Q4 financial reports soon, with Eli Lilly's market capitalization surpassing $1 trillion last year [2][9]. - Analysts expect Novo Nordisk to forecast a decline in sales and operating profit for 2026, while Eli Lilly is projected to see over 21% revenue growth compared to 2025 [2][9]. Price Dynamics - Goldman Sachs has adjusted its 2030 market size prediction from $130 billion to $105 billion due to accelerated price declines and changes in consumer medication patterns [4][11]. - The initial retail price for Novo Nordisk's and Eli Lilly's drugs was around $1,000 per month, but due to political pressure, the current price has dropped to between $149 and $299 per month [4][11]. Prescription Trends - Recent data shows that the total prescriptions for GLP-1 drugs reached 730,000 in the week ending January 23, with a 4% increase in new prescriptions for Novo Nordisk's products, driven mainly by the new oral formulation [11][12]. Market Outlook - Some institutions remain optimistic, with Pfizer's CEO predicting a $150 billion market size by 2030, and Montreal Bank projecting $158 billion in sales by 2033, attributing potential growth to price reductions [6][13]. - Analysts from various firms express that if self-pay market sales can offset price declines, there is still room for upward adjustments in market size predictions [14].

Core Insights - Eli Lilly and Company (NYSE: LLY) is forming a strategic collaboration with Repertoire Immune Medicines, potentially worth up to $1.93 billion, aimed at developing new treatments for multiple autoimmune diseases [2][3]. Group 1: Collaboration Details - Under the agreement, Repertoire will receive an upfront payment of $85 million, with an additional $1.84 billion contingent on development and commercial milestones [3]. - The collaboration includes tiered royalties on future net sales, focusing on therapies that restore the immune system without broad immune suppression [3]. Group 2: Access to Technology - As part of the collaboration, Eli Lilly will gain access to Repertoire's Decode platform, which studies T cell recognition and binding to specific targets on diseased cells [4]. - Repertoire will handle early discovery work, after which Eli Lilly will take over clinical development, manufacturing, regulatory activities, and commercialization [4]. Group 3: Strategic Expansion - Eli Lilly is actively expanding its immunology business through various deals and acquisitions, including the $3.2 billion acquisition of Morphic Holding in 2024 to enhance its inflammatory bowel disease pipeline [5]. - The current immunology portfolio of Eli Lilly includes treatments such as Olumiant, Taltz, and Omvoh, addressing conditions like arthritis, immune-related hair loss, psoriasis, and chronic bowel disorders [6].

Group 1 - Medicare's upcoming coverage of obesity treatments is expected to significantly increase access to Eli Lilly's experimental weight-loss pill, orforglipron, according to CEO Dave Ricks [1][2] - The new policy will allow 20 million to 30 million Medicare beneficiaries to access obesity drugs immediately following the launch of orforglipron, making GLP-1 treatments more affordable and widely used [2] - Eli Lilly plans to launch orforglipron in the second quarter, coinciding with the Medicare coverage taking effect later this year, with initial pricing agreements leading to a "step down" in costs [3] Group 2 - Early users of competitor Novo Nordisk's Wegovy are primarily new to GLP-1 treatments, indicating strong untapped demand in the market [4] - Eli Lilly's orforglipron is expected to compete effectively and reach a broader patient base beyond existing injection users [4] - Novo Nordisk has significantly increased its advertising spending for GLP-1 drugs, outpacing Eli Lilly, with an estimated $316 million spent on Wegovy and $169 million on Ozempic from January to September 2025 [5][6]

Market Overview - The global market for obesity drugs, previously expected to reach $150 billion in the next decade, is now facing uncertainty due to falling U.S. prices for GLP-1 treatments and increased competition in the cash-pay consumer market [1][2] - Analysts have revised their peak market forecasts downward, with projections for 2030 now around 30% lower at approximately $100 billion, and the $150 billion target pushed to 2035 for some [3] Analyst Insights - Jefferies has reduced its forecast for the weight-loss market by 20%, estimating a peak of $80 billion, down from over $100 billion [4] - Goldman Sachs has also adjusted its expectations, lowering its estimate for global obesity drug sales by 2030 to $105 billion from $130 billion, citing price erosion and changing customer-use patterns [7] Company Performance - Novo Nordisk and Eli Lilly are the dominant players in the obesity drug market, with Lilly achieving a $1 trillion valuation last year and Novo's Wegovy weight-loss pill performing strongly [5] - Analysts anticipate that Novo will forecast a decline in sales and operating profit for 2026, while Lilly is expected to see over 21% revenue growth and adjusted earnings growth of over 40% in 2026 compared to 2025 estimates [6]

Core Viewpoint - The expectation that the global market for obesity drugs would reach $150 billion in the next decade is becoming uncertain due to falling prices for GLP-1 treatments in the U.S. [1] Group 1: Market Expectations - Wall Street's long-held expectation for the obesity drug market is now in question [1] - The anticipated market size of $150 billion may not be achievable as previously thought [1] Group 2: Pricing Trends - U.S. prices for GLP-1 treatments are experiencing a decline [1] - The price drop could significantly impact revenue projections for companies involved in obesity drug development [1]

Market Analysis by covering: Walt Disney Company, Eli Lilly and Company, Alphabet Inc Class A, Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Market Performance - The broad U.S. market started the year positively, with the SPDR® S&P 500® ETF (SPY) posting a gain despite some elevated volatility in the final week of January [1]