JPMorgan builds $2.93 billion stake in health care stock

Core Insights - JPMorgan Chase has made a significant investment of $2.93 billion in Eli Lilly, highlighting its confidence in the GLP-1 revolution and the obesity treatment market [1][3] Company Performance - Eli Lilly has experienced substantial growth, with a 58% increase in stock value over the past six months, although it has seen a slight decline of about 3% since December 2025 [2] - In Q4 2025, Eli Lilly reported $19.3 billion in sales, a 43% year-over-year increase, and an adjusted EPS of $7.54, surpassing expectations [6] - The company's drugs, Mounjaro and Zepbound, generated nearly $7.4 billion and $4.3 billion in sales, respectively [7] Market Outlook - The global obesity drug market is projected to reach $100 billion by 2030, with Eli Lilly positioned as a leader in this sector [3][8] - Goldman Sachs estimates the anti-obesity drug market will grow to approximately $95 billion by 2030, while Morgan Stanley forecasts it could reach nearly $150 billion by 2035 [8]