Moody's Ratings says that Lilly's acquisition of Centessa expands neur...

Announcement: Moody's Ratings says that Lilly's acquisition of Centessa expands neuroscience portfolio with mid-stage narcolepsy pipeline. Global Credit Research- 01 Apr 2026. New York, April 01, 2026-- Moody's Ratings said that Eli Lilly and Company's Centessa acquisition adds another long-term growth platform to Lilly's neuroscience franchise with the potential to further diversify the company beyond its market-leading incretin portfolio.

Eli Lilly and Company - December 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Intron Health - AI Impact on Pharma - Thematic (20pgs) - Winners/Loser...

Our Big Pharma AI thesis is the result of ~25 interviews with industry execs & >100hrs of research. We show ~10% of OPEX could be saved by AI within a few years & conclude the recent sector rally is wholly justified & could run further. We assess the winners & losers from AI adoption and discuss in detail some of the short, mid & long-term consequences. We evaluate the various AI use cases and quantify the potential benefit they may have. We break down SG&A & R&D activities & show where AI is im...

Novo - Still A Sell – PT Cut to DKK200 (SELL, TP DKK200 [230], 12pgs)

For access to the full note, contact Naresh Chouhan ( )

Greater China Daily: Monday, February 16, 2026

Top Stories Economics | Money Supply M0 growth was weaker in Jan 26 due to Chinese New Year effects, while M2 growth rose to 9.0% yoy, the highest since 2023. New bank loans surged to Rmb4.71t and new TSF rose to Rmb7.22t, both above consensus forecasts. However, outstanding bank loan growth fell to a record-low 6.1% yoy, highlighting fragile underlying credit demand despite strong front-loaded lending. Sector Update | Healthcare The HSHCI rose 1.8%, outperforming the HSI, which declined by 3.8...

Novo - Why We Remain Bears (SELL, TP DKK230, 13pgs)

For access to the full note, please contact Naresh Chouhan ( )

Eli Lilly and Company: Update to credit analysis following outlook cha...

Our credit view of this issuer reflects its growth portfolio in oncology, neuroscience and immunology, offset by its revenue concentration in diabetes / metabolic conditions.

Thematic - 2026 Outlook - "5 More Years" (55pgs)

For access to the full note, please contact Naresh Chouhan ( ) With EU Pharma (ex-Novo) now having reached decade high valuations vs EuroStoxx600, we believe the sector has broken out & the sustainability of the growth profile will now generate continued strong performance. Consensus 5yr sales & EPS CAGR’s stand at 4% & 7% for 15x 2026 PE. We show there is upside to this from underestimated pipelines where cons. rarely fully models “monster” drugs & from M&A which we expect to be strong at JPM ...

Moody's Ratings affirms Eli Lilly's Aa3 rating; revises outlook to pos...

Moody's Ratings (Moody's) affirmed the ratings of Eli Lilly and Company ("Lilly") including the Aa3 senior unsecured notes ratings and long-term issuer rating, the (P)Aa3 senior unsecured shelf and medium term note program ratings, and the Prime-1 short-term commercial paper rating. At the same time...

Novo - Anaemic Growth – PT Cut to DKK230 (SELL, 10pgs)

For access to the full note, please contact Naresh Chouhan ( )

Vermilion Compass: Weekly Equity Strategy

Coasting as We Stalk for Buying Opportunity; Downgrading Discretionary to Underweight We had been near-term bullish on the S&P 500 (SPX) since our 4/22/25 Compass, however, we are officially downgrading our near-term outlook to neutral. The SPX, Nasdaq 100 (QQQ), and Russell 2000 (IWM) are breaking below their 50-day MAs and are also violating their multi-month uptrends, signaling a consolidation period is here. With that said, our intermediate-term outlook remains bullish (as of our 5/14/25 Co...

Eli Lilly & Co: 1 director

Two Directors at Eli Lilly & Co sold 306,000 shares at between 1,010.500USD and 1,011.184USD. The significance rating of the trade was 73/100. 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 ove...

Novo - D/G to Sell - Revenue Decline in 2026 (SELL [HOLD], TP DKK270 [...

For access to the full note, please contact Naresh Chouhan ( )

Novo - EVOKE Clouds 18% Sales D/G Risk (HOLD, TP DKK 300, 17pgs)

For access to the full note, please contact Naresh Chouhan ( )

Weekly Points – October 3rd, 2025 5 Things to Know in Investing This W...

Moody's Ratings assigns Aa3 rating to Eli Lilly's notes; stable outloo...

Moody's Ratings (Moody's) assigned a 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 uns...

InsiderInsights Weekly Report: August 16, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

InsiderInsights.com Daily Ratings Report: August 15, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

InsiderInsights.com Daily Ratings Report: August 14, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

InsiderInsights.com Daily Ratings Report: August 13, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process