Eli Lilly: Strong Buy On Sustained Growth, Expanding Moat, And Pipeline Depth (NYSE:LLY)
Core Viewpoint - Sentiment around Eli Lilly has deteriorated after a multi-year run, leading to underperformance relative to the market as investors await more clarity [1]. Company Analysis - Eli Lilly is considered a strong buy due to its industry-leading incretin treatments, expanding capacity, and pricing power, which are expected to drive broader adoption and sustained margin growth [3]. - The company is positioned for years of compounding revenue and earnings expansion as a result of these factors [3]. Market Context - The broader sector has also experienced a decline in sentiment, contributing to Eli Lilly's underperformance [1].