A director at Eli Lilly & Co sold 1,000 shares at 818.240USD and the significance rating of the trade was 71/100. 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 ...
Diabetes mellitus, Type 1 (T1D) and Type 2 (T2D, 85-90% of cases), is a USD ~75bn global therapy market. Global economic costs of diabetes may exceed USD1 trn today and USD 450bn in the US, suggesting a pressing global health challenge. Diabetes is a chronic metabolic disorder characterized by high blood sugar levels. In 2024, consensus global estimates suggested there were ~800m adult diabetes sufferers. In 2021, according to the IDF there >530m sufferers globally. For 2027E we modestly forecas...
Near-Term Downside Likely Following False Breakouts Our long-term outlook remains bullish as long as the S&P 500 remains above 5770-5850 and 5600-5670 (worst case), and we are buyers at these levels. With that said, we see potential for near-term downside as the S&P 500, Nasdaq 100 (QQQ), and FANG+ (FNGS) (1) could not decisively break out to new highs, (2) display bearish false breakouts, (3) have fallen back into their 2+ month trading ranges, (4) are violating their 1+ month uptrends, and (5...
Moody's Ratings (Moody's) assigned an Aa3 rating to the new senior unsecured notes offering of Eli Lilly and Company ("Lilly"). There are no changes to Lilly's existing ratings including the Aa3 senior unsecured notes ratings and issuer rating, the (P)Aa3 senior unsecured shelf, the (P)Aa3 senior un...
Moody's Ratings (Moody's) upgraded the senior unsecured notes ratings and issuer rating of Eli Lilly and Company ("Lilly") to Aa3 from A1 and affirmed the Prime-1 short-term rating. At the same time, we upgraded the senior unsecured shelf to (P)Aa3 from (P)A1, and the senior unsecured medium term no...
In the coming days at Obesity Week, we will see multiple datasets from amylin assets that could help to further support our belief that amylin combinations could become a material MOA in the Obesity market. Ahead of the Cagrisema P3 readout, we dig deep into the potential for amylin and show: 1) It has a superior tolerability profile, 2) Could preserve lean muscle mass and 3) Could be neuroprotective. We analyse the majority of the clinical data available on these drugs & show that the full prom...
Moody's Ratings (Moody's) assigned an A1 rating to the new senior unsecured notes offering of Eli Lilly and Company ("Lilly"). There are no changes to Lilly's existing ratings including the A1 senior unsecured long-term rating and the Prime-1 short-term rating, or the positive outlook. Proceeds fr...
Moody's Ratings (Moody's) affirmed the ratings of Eli Lilly and Company ("Lilly") including the A1 senior unsecured notes and issuer rating. At the same tome Moody's also affirmed the (P)A1 senior unsecured shelf, (P)A1 senior unsecured medium term notes program and the Prime-1 short-term rating. Mo...
In our 2010 Japan Perspective, written close to the nadir of the bear market, we discussed what was wrong with Japan, but also what it was starting to do right. Fourteen years on, the Nikkei 225 - though not yet Topix - has hit a new all-time high. This report looks at how Japan built on those things that were going right, while also starting to address what else needed to be done, and looks at whether more is needed to be done if the market rally is to continue from here.
Moody's Investors Service (Moody's) assigned an A1 rating to the new senior unsecured notes offering of Eli Lilly and Company ("Lilly"). There are no changes to Lilly's existing ratings including the A1 senior unsecured long-term rating and the Prime-1 short-term rating, or the stable outlook. RAT...
In this note, we increase our Wegovy peak by $10bn following SELECT, include 70% a chance of Medicare reimbursement, include the IRA impact in 2027 on Wegovy, show that SELECT makes Wegovy value for money, increase Wegovy stay time, we expect Wegovy to be added to AHA guidelines & thus anti-obesity drugs to be legitimised and finally, we increase our PT to DKK1500. The inclusion of Medicare adds $9bn to our peak sales and we cut our US price per scrip by 60% by 2028. Our highly conservative assu...
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