Added to YB: 2026-03-12
Pitch date: 2026-01-13
LLY [neutral]
Eli Lilly and Company
-9.51%
current return
Author Info
No bio for this author
Company Info
Eli Lilly and Company discovers, develops, manufactures, and markets human pharmaceutical products in the United States, Europe, China, Japan, and internationally.
Market Cap
$893.2B
Pitch Price
$1.1K
Price Target
N/A
Dividend
0.69%
EV/EBITDA
29.14
P/E
43.57
EV/Sales
14.26
Sector
Pharmaceuticals
Category
growth
Jensen Quality Growth Equity Composite Portfolio Holding: Eli Lilly and Company
LLY (holding update): Q4 outperformance on strong incretin demand (obesity & diabetes). Reduced U.S. drug pricing/tariff uncertainty lifted sector. Oral GLP-1 filing expected by year-end expands addressable market beyond injectables. Phase 2 eloralintide data showed strong efficacy & tolerability. Medicare obesity coverage discussions support long-term U.S. demand runway.
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