Eli Lilly’s Growth And Challenges: A Cautious Buy (NYSE:LLY)

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Female doctor showing medical report to patient

Morsa Images/DigitalVision via Getty Images

Investment Thesis

Eli Lilly (NYSE:LLY), announced impressive financial results for the first quarter of 2024. Revenue surged by 26% YoY, fueled by strong sales of not only obesity drugs Mounjaro and Zepbound but also other

Eli Lilly

Novo Nordisk (NVO)

Amgen (AMGN)

Roche (OTCQX:RHHBY)

Corporate Strategy

Focuses on innovation in key areas like diabetes, oncology, and immunology. Launching new drugs in key areas including a late stage drug for Alzheimer. Expanding geographically. Strategic collaborations

Focus on diabetes and other chronic diseases. Maintaining first mover advantage and expanding GP1 portfolio. Investing in R&D for new treatments

Specializes in the development and marketing of biotechnology drugs. Expanding into new areas. Acquisitions and partnerships focus.

Focus on pharma and diagnostics, with a strong presence in oncology. Maintaining market share in oncology. Investing in personalized medicine. Expanding into gene therapy.

Obesity Drug Status

Approved

Approved

Mid-stage

Early Stage

Advantages

Strong pipeline in diversified portfolio, positive company morale, first mover advantage.

First mover advantage in diabetes market, established brand recognition in Europe and increasing in the US.

Strong focus on biologics, history of successful drugs.

Strong market position in oncology, history of innovation.

Disadvantages

High debt levels. Free Cash flow issues.

Reliant on diabetes market future success. Potential generic competition.

Limited portfolio in small molecule drugs, high R&D costs.

High drug pricing, potential for generic competition.



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