Eli Lilly & Co.

Eli Lilly and Company discovers, develops, manufactures, and markets products in a single business segment: human pharmaceutical products. The company's human pharmaceutical products include: diabetes and other endocrinology products, immunology products, neuroscience products, oncology products, and other products. The company's diabetes and other endocrinology products include: Baqsimi? and Basaglar?. The company's immunology products include: Olumiant? and Taltz?. The company's neuroscience products include: Cymbalta? and Emgality?. The company's oncology products include: Alimta?, Cyramza?, Erbitux? and Verzenio?. The company's other products include: Cialis?.
  • TickerLLY
  • ISINUS5324571083
  • ExchangeNew York Stock Exchange
  • SectorPharmaceuticals & Biotechnology
  • CountryUnited States
Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 07 07

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about immunology growth opportunities, TRAILBLAZER-3 trial enrollment, and their other clinical trials Specifically, management may lack confidence in their ability to improve Taltz volume growth, as well as drive more investment in and enroll patients for the TRAILBLAZER-3 trial. Furthermore, they may have concerns about the potential of their SUR...

LLY ELI LILLY & CO. (Health Care)

ELI LILLY sees a downgrade to Neutral on account of less fundamental s...

The independent financial analyst theScreener just lowered the general evaluation of ELI LILLY (US), active in the Pharmaceuticals industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date March 23, 2021, the closing price was USD 183.68 and its target price was estimated at USD 161.54.

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 02 05

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 26.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about declining operating margins, the sustainability of Trulicity growth, and their clinical trials Specifically, they may lack confidence in their ability to mitigate operating margin declines, sustain Trulicity's volume growth, and improve Trulicity's Medicaid access. Furthermore, they may have concerns about the efficacy of Jardiance on patients with HFr...

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
NOVN NOVARTIS AG (Health Care)
MRK Merck & Co. Inc... ... (+9)

Big Pharma Margins to Benefit From COVID (Thematic research, 12 pgs)

We highlight numerous doc surveys showing they are unlikely to go back to pre-COVID levels of interaction with Big Pharma sales forces & are now much more amenable to digital marketing. Lower S&M spend should drive higher margins despite some of the savings being reinvested. We estimate the savings could be 3-4% of 2019 EBIT yet consensus hasn’t increased its 2021 EBIT margin forecasts for most in the industry. We expect this to be a multi-year structural benefit as new technology is adopted by Pharma & its customers. We show Novo could be the largest beneficiary, Roche the least. For access ...

LLY ELI LILLY & CO. (Health Care)

Eli Lilly & Co: 1 director sold

A director at Eli Lilly & Co sold 5,000 shares at 151.010USD and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 07 07

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about immunology growth opportunities, TRAILBLAZER-3 trial enrollment, and their other clinical trials Specifically, management may lack confidence in their ability to improve Taltz volume growth, as well as drive more investment in and enroll patients for the TRAILBLAZER-3 trial. Furthermore, they may have concerns about the potential of their SUR...

LLY ELI LILLY & CO. (Health Care)

ELI LILLY sees a downgrade to Neutral on account of less fundamental s...

The independent financial analyst theScreener just lowered the general evaluation of ELI LILLY (US), active in the Pharmaceuticals industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date March 23, 2021, the closing price was USD 183.68 and its target price was estimated at USD 161.54.

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 02 05

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 26.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about declining operating margins, the sustainability of Trulicity growth, and their clinical trials Specifically, they may lack confidence in their ability to mitigate operating margin declines, sustain Trulicity's volume growth, and improve Trulicity's Medicaid access. Furthermore, they may have concerns about the efficacy of Jardiance on patients with HFr...

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
NOVN NOVARTIS AG (Health Care)
MRK Merck & Co. Inc... ... (+9)

Big Pharma Margins to Benefit From COVID (Thematic research, 12 pgs)

We highlight numerous doc surveys showing they are unlikely to go back to pre-COVID levels of interaction with Big Pharma sales forces & are now much more amenable to digital marketing. Lower S&M spend should drive higher margins despite some of the savings being reinvested. We estimate the savings could be 3-4% of 2019 EBIT yet consensus hasn’t increased its 2021 EBIT margin forecasts for most in the industry. We expect this to be a multi-year structural benefit as new technology is adopted by Pharma & its customers. We show Novo could be the largest beneficiary, Roche the least. For access ...

LLY ELI LILLY & CO. (Health Care)

Eli Lilly & Co: 1 director sold

A director at Eli Lilly & Co sold 5,000 shares at 151.010USD and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 07 07

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about immunology growth opportunities, TRAILBLAZER-3 trial enrollment, and their other clinical trials Specifically, management may lack confidence in their ability to improve Taltz volume growth, as well as drive more investment in and enroll patients for the TRAILBLAZER-3 trial. Furthermore, they may have concerns about the potential of their SUR...

LLY ELI LILLY & CO. (Health Care)

ELI LILLY sees a downgrade to Neutral on account of less fundamental s...

The independent financial analyst theScreener just lowered the general evaluation of ELI LILLY (US), active in the Pharmaceuticals industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date March 23, 2021, the closing price was USD 183.68 and its target price was estimated at USD 161.54.

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 02 05

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 26.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about declining operating margins, the sustainability of Trulicity growth, and their clinical trials Specifically, they may lack confidence in their ability to mitigate operating margin declines, sustain Trulicity's volume growth, and improve Trulicity's Medicaid access. Furthermore, they may have concerns about the efficacy of Jardiance on patients with HFr...

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
NOVN NOVARTIS AG (Health Care)
MRK Merck & Co. Inc... ... (+9)

Big Pharma Margins to Benefit From COVID (Thematic research, 12 pgs)

We highlight numerous doc surveys showing they are unlikely to go back to pre-COVID levels of interaction with Big Pharma sales forces & are now much more amenable to digital marketing. Lower S&M spend should drive higher margins despite some of the savings being reinvested. We estimate the savings could be 3-4% of 2019 EBIT yet consensus hasn’t increased its 2021 EBIT margin forecasts for most in the industry. We expect this to be a multi-year structural benefit as new technology is adopted by Pharma & its customers. We show Novo could be the largest beneficiary, Roche the least. For access ...

LLY ELI LILLY & CO. (Health Care)

Eli Lilly & Co: 1 director sold

A director at Eli Lilly & Co sold 5,000 shares at 151.010USD and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 07 07

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about immunology growth opportunities, TRAILBLAZER-3 trial enrollment, and their other clinical trials Specifically, management may lack confidence in their ability to improve Taltz volume growth, as well as drive more investment in and enroll patients for the TRAILBLAZER-3 trial. Furthermore, they may have concerns about the potential of their SUR...

LLY ELI LILLY & CO. (Health Care)

ELI LILLY sees a downgrade to Neutral on account of less fundamental s...

The independent financial analyst theScreener just lowered the general evaluation of ELI LILLY (US), active in the Pharmaceuticals industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date March 23, 2021, the closing price was USD 183.68 and its target price was estimated at USD 161.54.

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 02 05

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 26.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about declining operating margins, the sustainability of Trulicity growth, and their clinical trials Specifically, they may lack confidence in their ability to mitigate operating margin declines, sustain Trulicity's volume growth, and improve Trulicity's Medicaid access. Furthermore, they may have concerns about the efficacy of Jardiance on patients with HFr...

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
NOVN NOVARTIS AG (Health Care)
MRK Merck & Co. Inc... ... (+9)

Big Pharma Margins to Benefit From COVID (Thematic research, 12 pgs)

We highlight numerous doc surveys showing they are unlikely to go back to pre-COVID levels of interaction with Big Pharma sales forces & are now much more amenable to digital marketing. Lower S&M spend should drive higher margins despite some of the savings being reinvested. We estimate the savings could be 3-4% of 2019 EBIT yet consensus hasn’t increased its 2021 EBIT margin forecasts for most in the industry. We expect this to be a multi-year structural benefit as new technology is adopted by Pharma & its customers. We show Novo could be the largest beneficiary, Roche the least. For access ...

LLY ELI LILLY & CO. (Health Care)

Eli Lilly & Co: 1 director sold

A director at Eli Lilly & Co sold 5,000 shares at 151.010USD and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 07 07

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about immunology growth opportunities, TRAILBLAZER-3 trial enrollment, and their other clinical trials Specifically, management may lack confidence in their ability to improve Taltz volume growth, as well as drive more investment in and enroll patients for the TRAILBLAZER-3 trial. Furthermore, they may have concerns about the potential of their SUR...

LLY ELI LILLY & CO. (Health Care)

ELI LILLY sees a downgrade to Neutral on account of less fundamental s...

The independent financial analyst theScreener just lowered the general evaluation of ELI LILLY (US), active in the Pharmaceuticals industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date March 23, 2021, the closing price was USD 183.68 and its target price was estimated at USD 161.54.

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 02 05

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 26.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about declining operating margins, the sustainability of Trulicity growth, and their clinical trials Specifically, they may lack confidence in their ability to mitigate operating margin declines, sustain Trulicity's volume growth, and improve Trulicity's Medicaid access. Furthermore, they may have concerns about the efficacy of Jardiance on patients with HFr...

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
NOVN NOVARTIS AG (Health Care)
MRK Merck & Co. Inc... ... (+9)

Big Pharma Margins to Benefit From COVID (Thematic research, 12 pgs)

We highlight numerous doc surveys showing they are unlikely to go back to pre-COVID levels of interaction with Big Pharma sales forces & are now much more amenable to digital marketing. Lower S&M spend should drive higher margins despite some of the savings being reinvested. We estimate the savings could be 3-4% of 2019 EBIT yet consensus hasn’t increased its 2021 EBIT margin forecasts for most in the industry. We expect this to be a multi-year structural benefit as new technology is adopted by Pharma & its customers. We show Novo could be the largest beneficiary, Roche the least. For access ...

LLY ELI LILLY & CO. (Health Care)

Eli Lilly & Co: 1 director sold

A director at Eli Lilly & Co sold 5,000 shares at 151.010USD and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 07 07

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 32.7x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about immunology growth opportunities, TRAILBLAZER-3 trial enrollment, and their other clinical trials Specifically, management may lack confidence in their ability to improve Taltz volume growth, as well as drive more investment in and enroll patients for the TRAILBLAZER-3 trial. Furthermore, they may have concerns about the potential of their SUR...

LLY ELI LILLY & CO. (Health Care)

ELI LILLY sees a downgrade to Neutral on account of less fundamental s...

The independent financial analyst theScreener just lowered the general evaluation of ELI LILLY (US), active in the Pharmaceuticals industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date March 23, 2021, the closing price was USD 183.68 and its target price was estimated at USD 161.54.

Valens Research
  • Valens Research
LLY ELI LILLY & CO. (Health Care)

LLY - Embedded Expectations Analysis - 2021 02 05

Eli Lilly and Company (LLY:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 26.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about declining operating margins, the sustainability of Trulicity growth, and their clinical trials Specifically, they may lack confidence in their ability to mitigate operating margin declines, sustain Trulicity's volume growth, and improve Trulicity's Medicaid access. Furthermore, they may have concerns about the efficacy of Jardiance on patients with HFr...

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
NOVN NOVARTIS AG (Health Care)
MRK Merck & Co. Inc... ... (+9)

Big Pharma Margins to Benefit From COVID (Thematic research, 12 pgs)

We highlight numerous doc surveys showing they are unlikely to go back to pre-COVID levels of interaction with Big Pharma sales forces & are now much more amenable to digital marketing. Lower S&M spend should drive higher margins despite some of the savings being reinvested. We estimate the savings could be 3-4% of 2019 EBIT yet consensus hasn’t increased its 2021 EBIT margin forecasts for most in the industry. We expect this to be a multi-year structural benefit as new technology is adopted by Pharma & its customers. We show Novo could be the largest beneficiary, Roche the least. For access ...

LLY ELI LILLY & CO. (Health Care)

Eli Lilly & Co: 1 director sold

A director at Eli Lilly & Co sold 5,000 shares at 151.010USD and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

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