LLY Fair Price
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My Notes
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Investors, do you find $LLY or $NVObetter ?
Both companies have very similar businesses and compete with each other. With $NVO, they may be at risk of tariffs that Trump might impose, and their drug may not be as popular in the US. Still, $NVO currently looks more interesting to me , which is why I've been shopping around this year. I think the stock is undervalued and the...
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📆 Key events of the week: What to watch out for?
The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:
Monday:
📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel...
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There's a lot of results this week, but I'm more interested in how stocks will react to Trump's tariffs.
🗓️Klíčové events of the week! 🌟
This week will be the most important week of the whole results season for me, since there are so many results and events, I'm just attaching my list of the most important news:
❌Monday
Prague Stock Exchange closed due to a public holiday
Results:
Before the markets open: ON Semi $ON
After markets close: Ford $F
📊Tuesday
US Consumer Confidence
JOLTS - Job...
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It's going to be very interesting from tonight through Thursday, so I'll definitely be watching.
The anti-obesity drug industry was in 2023 valued at $5.6 billion and will exhibit a CAGR of 27% between 2024 and 2032 (expert opinion).
$LLY, $NVO and others are creating drugs like - Ozempic, Wegovy, Mounjaro and Zepbound - These are blockbusters in terms of weight loss market in my opinion. But which companies may have the best chance to take the biggest bite of that...
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For me ro are both great companies. I wouldn't be afraid to include them in my portfolio. At what price would you buy $LLY?
📆 Overview of interesting things for the upcoming week! 🚀
This week I will be watching mostly company results. With the investor sentiment from last week, I think wonders will happen when the markets announce earnings.
🔍 Monday:
ISM Services PMI - This index measures economic activity in the service sector and often serves as an indicator of overall economic health.
Earnings: Befor...
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Thanks again for the summary, great! The results will certainly be interesting, but more so in the long run. They can't change the market situation this week in my opinion.
Analysts at Berenberg have raised their estimates for the global obesity market to $150 billion by 2035, up from $125 billion previously. This revision is the result of positive data on co-morbidities and advances in competing studies. Berenberg recommends buying shares of $LLY and Zealand Pharma, while he recommends holding on to shares of $NVO.
What are your thoughts on...
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This sector currently has great potential. However, shares in this sector are already quite expensive. I bought $NVO and I don't regret it.
📊 Investment Calendar 📆
Earnings season is in full swing, and with it comes more exciting news. Here is a summary of the news I will be following.
Monday: I'll only be watching company results.
📈 Earnings: Before the markets open, I'll be watching Domino's Pizza $DPZ, SoFi Technologies $SOFI and ON Semiconductor $ON. After the close, just the results of Paramount $PARA and Logit...
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📈💡 New and interesting player on the pharmaceutical market! 💊🔍
One of the most discussed topics in the pharmaceutical market is the treatment of obesity and diabetes. Only two companies are behind many successful drugs such asOzempic, Rybelsus and Saxenda: Novo Nordisk $NVO and Eli Lilly $LLY. These companies have had significant success in the treatment of diabetes and...
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ELI LILLY AS A POSSIBLE GAMECHANGER IN THE HEALTHCARE SECTOR
-Eli Lilly $LLY is currently the most valuable healthcare company in the world, valued at around $550 billion.
- The company's stock has been one of the most sought-after in the healthcare sector.
- Despite the high value, there are many growth opportunities for Eli Lilly in the pharmaceutical industry.
- Donanemab is a...
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If one looks at the chart from a long-term perspective, one finds that the company has never sold off properly except in 2000 and is still rising. That's great for stock owners, but for new investors given the valuation, I think it's high. But on the stock, that doesn't mean the growth is over. The company can continue to strengthen. I don't own it and I'm not thinking about buying it at this time.
Today I took a closer look at $LLY, which I like very much and would like to include shares of this company in my portfolio, however the stock is very expensive at the moment and I would personally buy up to under $450.
How do you view this company and do you have shares of this company in your portfolio?
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This is the kind of company that doesn't offer that many options for entry, but definitely a quality company for me.
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Maybe $LLY is better, but currently $NVO is more interesting. The stock has fallen a lot recently and I think this is a perfect buying opportunity.