Latest news with #EliLilly&Co
Business Insider
2 hours ago
- Business
- Business Insider
Analysts Offer Insights on Healthcare Companies: Insulet (PODD), Sarepta Therapeutics (SRPT) and Eli Lilly & Co (LLY)
There's a lot to be optimistic about in the Healthcare sector as 3 analysts just weighed in on Insulet (PODD – Research Report), Sarepta Therapeutics (SRPT – Research Report) and Eli Lilly & Co (LLY – Research Report) with bullish sentiments. Confident Investing Starts Here: Insulet (PODD) In a report released yesterday, Robbie Marcus from J.P. Morgan maintained a Buy rating on Insulet. The company's shares closed last Friday at $303.15. According to Marcus is a 4-star analyst with an average return of 9.1% and a 52.8% success rate. Marcus covers the Healthcare sector, focusing on stocks such as GE Healthcare Technologies Inc, Bausch + Lomb Corporation, and Inspire Medical Systems. The word on The Street in general, suggests a Strong Buy analyst consensus rating for Insulet with a $337.56 average price target, a 10.9% upside from current levels. In a report issued on June 16, Truist Financial also initiated coverage with a Buy rating on the stock with a $365.00 price target. See Insiders' Hot Stocks on TipRanks >> Sarepta Therapeutics (SRPT) In a report issued on June 20, Anupam Rama from J.P. Morgan maintained a Buy rating on Sarepta Therapeutics, with a price target of $30.00. The company's shares closed last Friday at $20.08. According to Rama has 0 stars on 0-5 stars ranking scale with an average return of -6.9% and a 37.7% success rate. Rama covers the Healthcare sector, focusing on stocks such as Day One Biopharmaceuticals, Ultragenyx Pharmaceutical, and Kiniksa Pharmaceuticals. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Sarepta Therapeutics with a $44.96 average price target, implying an 115.4% upside from current levels. In a report issued on June 5, Scotiabank also upgraded the stock to Buy with a $80.00 price target. Eli Lilly & Co (LLY) Bernstein analyst Courtney Breen maintained a Buy rating on Eli Lilly & Co yesterday and set a price target of $1100.00. The company's shares closed last Friday at $762.73. According to Breen is a 2-star analyst with an average return of 0.5% and a 33.3% success rate. Breen covers the Healthcare sector, focusing on stocks such as Bristol-Myers Squibb, Gilead Sciences, and Merck & Company. The word on The Street in general, suggests a Strong Buy analyst consensus rating for Eli Lilly & Co with a $999.57 average price target, implying a 27.2% upside from current levels. In a report issued on June 6, Bank of America Securities also maintained a Buy rating on the stock with a $1000.00 price target.
Business Insider
2 days ago
- Business
- Business Insider
Guggenheim Reaffirms Their Buy Rating on Eli Lilly & Co (LLY)
In a report released yesterday, Seamus Fernandez from Guggenheim maintained a Buy rating on Eli Lilly & Co (LLY – Research Report), with a price target of $936.00. The company's shares closed yesterday at $762.73. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Fernandez is a 5-star analyst with an average return of 12.9% and a 59.46% success rate. Fernandez covers the Healthcare sector, focusing on stocks such as Eli Lilly & Co, Cidara Therapeutics, and Verve Therapeutics. In addition to Guggenheim, Eli Lilly & Co also received a Buy from Leerink Partners's David Risinger in a report issued on June 18. However, on June 5, Erste Group downgraded Eli Lilly & Co (NYSE: LLY) to a Hold. Based on Eli Lilly & Co's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $12.73 billion and a net profit of $2.76 billion. In comparison, last year the company earned a revenue of $8.77 billion and had a net profit of $2.24 billion
Business Insider
30-05-2025
- Business
- Business Insider
Eli Lilly (LLY) Bulls Eye $1,000 Stock Price Target as GLP-1 Alpha Bandwagon Rolls On
Eli Lilly & Co. (LLY) has emerged as one of the most compelling opportunities in the market today. The company is entering the prime of its new chapter, focused on leading the way in weight loss and diabetes treatments. I recently sold my Novo Nordisk (NVO) shares—not because I doubt Novo's science, but because I believe Lilly boasts stronger management, superior operational execution, and greater upside potential over the next one to three years. My 12-month price target for Lilly is $1,100. Confident Investing Starts Here: GLP-1 Leadership with Clinical Momentum Lilly's recent breakthrough has been nothing short of transformational. Its dual GLP-1 therapy, tirzepatide—marketed as Mounjaro for diabetes and Zepbound for obesity—is dominating the market, generating $3.84 billion and $2.31 billion in Q1 FY2025 revenues, respectively. Even more impressive, tirzepatide has shown superior weight loss results compared to Novo Nordisk's semaglutide (Ozempic, Wegovy), with Zepbound users achieving around 20% weight loss versus roughly 14% in Wegovy studies. The data is clear, and momentum is firmly on Lilly's side. Adding to my confidence is the strength of Lilly's product pipeline. Orforglipron, an oral GLP-1 candidate, recently delivered compelling Phase 3 results as the first oral, non-peptide GLP-1 agonist to match the efficacy of injectable therapies—potentially revolutionizing the patient experience in weight-loss treatment. Meanwhile, retatrutide, a triple-agonist targeting GLP-1, GIP, and glucagon receptors, achieved a remarkable 24% weight loss in early obesity trials and is advancing rapidly through Phase 3. If these next-generation drugs succeed, they could unlock hundreds of billions in new market value. Management & Manufacturing Excellence Compound Returns Great companies aren't built on strong drugs alone—they're built on strong management. What stands out most about Eli Lilly isn't just its innovative pipeline but the exceptional execution behind it. CEO David Ricks and his team have shown remarkable conviction in targeting diabetes and obesity as key growth drivers, backing that vision with massive investment. Since 2020, Lilly has poured over $50 billion into expanding U.S. manufacturing mega-sites capable of producing injectables and oral medications at scale. This is not only a bet on growth but a strategic move to reduce future risks. With Novo Nordisk facing supply constraints, Lilly's vertical integration of manufacturing infrastructure is a smart play to avoid similar pitfalls. That kind of foresight is exactly what I want managing my investments. Lilly's performance backs this up— Q1 Fiscal 2025 showed gross margins at a stellar 83.5%, up year-over-year. While R&D spending grew, it didn't outpace revenue, creating operating leverage. Selling and administrative costs rose 26%, but top-line revenue jumped 45%, signaling intelligent growth. With a forward P/E near 35 and a sales multiple around 11, Lilly isn't cheap, but it doesn't need to be. Earnings are projected to surge nearly 40% in Fiscal 2026, justifying the valuation. In my view, the market still undervalues Lilly's resilience and staying power. Technical Positioning & Price Outlook After peaking near $955 last year, Lilly shares have pulled back to around $720. On May 14, the stock's relative strength index hit 35, signaling strong value by most technical measures. For retail investors like me, that's a clear opportunity alert. While the stock remains below both its 50-day and 200-day moving averages after a 'Death Cross' indicating short-term bearish momentum, I consider that noise irrelevant for medium- to long-term investors. I view this as a rare chance to buy into a powerhouse at a discount. Given the current earnings growth trajectory, I believe shares will not only revisit but likely surpass their all-time highs soon. My 12-month price target of $1,100 implies roughly 50% upside. Fundamentally, the market is still coming to grips with the massive potential of the GLP-1 market, and I see few obstacles standing in the way of sustained growth. Is Eli Lilly a Buy, Sell, or Hold? On Wall Street, Eli Lilly has a consensus Strong Buy rating with 16 Buys, one Hold, and one Sell rating. LLY's average stock price target is $1,003.14, indicating almost 40% upside potential in the next 12 months. That's slightly below my own more bullish estimate, but still remarkable nonetheless. Healthcare Powerhouse Poised for Long-Term Growth Eli Lilly is a completely different company than it was just two or three years ago—now an innovation-driven, operationally disciplined giant leading the biggest secular growth story in healthcare. This isn't a quick trade for me; it's a long-term hold as Lilly scales its GLP-1 pipeline with promising new launches like orforglipron and retatrutide. With management's vision, strong clinical execution, disciplined approach, and significant valuation upside, LLY stands out as one of the most compelling stocks on the market. I've confidently taken my position and am ready to hold steady through the next few years of growth.
CNBC
15-05-2025
- Business
- CNBC
Healthcare shares are under pressure lately, but one stock is separating from the pack
Investors are generally avoiding the health care sector, and for good reason. While the Health Care Select Sector SPDR Fund (XLV) outperformed the S & P 500 and Nasdaq 100 through the end of April, May has meant disaster for pharmaceutical companies following the White House executive order on lowering drug prices. With the S & P 500 and Nasdaq 100 now trading back above their 200-day moving averages, and stocks like Eli Lilly & Co (LLY) and Johnson & Johnson (JNJ) feeling the pain of regulatory pressure, it's reasonable to expect very few opportunities in this former high-flying sector. However, a quick scan for stocks in the health care sector making new three-month highs yielded a number of promising charts showing improved technical characteristics. Separating from the pack? Let's review one of those names, HCA Healthcare (HCA) , and see how improved price momentum could lead to further gains. The daily chart of HCA shows how long it took for this health care provider to eclipse its 200-day moving average. After the first test in Q1, there were three additional failed attempts to push above this long-term trend barometer. Finally, at the end of April, HCA pushed above the 200-day and has now moved up to retest the price gap from October 2024. Note how the Relative Strength Index (RSI) stalled out around 60 during earlier attempts to push above the 200-day moving average. When HCA finally pushed above the 200-day, the RSI moved above the 60 level, showing positive momentum characteristics more common in bullish trends than bearish phases. The weekly chart suggests that this recent upside breakout was the result of a larger cyclical rotation from the pullback in late 2024 to a renewed uptrend phase: The weekly PPO, shown in the bottom panel, gave a buy signal in late February as HCA was nearing its 150-week moving average. We can see a similar pattern with the PPO indicator and moving average support in Q4 2024 and Q3 2022. In each instance, a pullback to the 150-week moving average was soon followed by a PPO buy signal to signal an "all clear" and a resumption of the primary uptrend. How can we manage risk as HCA retests the price gap from late 2024? Using the Ichimoku cloud model, we can see a dramatic break above cloud resistance in March, followed by a test of cloud support at the April low: There could be further pullbacks along the way, but as long as HCA remains above this cloud support zone, the primary trend appears bullish. - David Keller, CMT DISCLOSURES: (None) All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, NBC UNIVERSAL, their parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. Click here for the full disclaimer.
Yahoo
13-05-2025
- Business
- Yahoo
PPH, Big Pharma Stocks Volatile on Trump Drug Pricing
Big pharma stocks, as measured by the VanEck Pharmaceutical ETF (PPH), plunged Monday morning then recovered in afternoon trading as investors reacted to mixed messages about President Donald Trump's sweeping plan to cut prescription drug prices by as much as 80%. PPH top holdings like Eli Lilly & Co. (LLY) and Johnson & Johnson Inc. (JNJ) fell as much as 4% in early trading. International pharmaceutical stocks like Novartis AG (NVS) and AstraZeneca PLC (AZN) also declined amid fears that U.S. policy changes could ripple across the global industry. However, major drugmakers staged a notable comeback in the afternoon as PPH closed 2% higher after the Trump administration released clarifying comments that eased some of the more severe concerns about how quickly and aggressively the pricing reforms would be implemented. This intraday rebound helped limit losses but underscored the policy sensitivity of the sector. President Trump's executive order introduces a "Most Favored Nation" (MFN) pricing policy, mandating that the U.S. pays no more for prescription drugs than the lowest price paid by other developed countries. The administration argues that Americans have long subsidized global pharmaceutical research and development through higher domestic prices. The order sets a 30-day deadline for drug manufacturers to propose price reductions, with further actions promised if significant progress isn't made within six months. Industry groups have criticized the move, warning it could stifle innovation and lead to reduced investment in new drug development. Looking ahead, the performance of the healthcare sector in 2025 will largely depend on two major variables: the direction of U.S. trade policy and the extent to which President Trump's aggressive prescription drug price reforms are implemented. While the pharmaceutical industry faces immediate headwinds, long-term outcomes will vary based on how negotiations between the federal government and drug manufacturers unfold. Big pharma stocks, heavily weighted in ETFs like PPH, are likely to remain under pressure in the short term. Valuation multiples may compress as investors price in the potential for lower U.S. revenues. However, if the policy rollout is watered down or delayed—as has often happened with healthcare legislation—and global demand for therapeutics remains strong, there may be room for a rebound later in the year. More broadly, the healthcare sector remains a key defensive allocation during periods of economic uncertainty. With the potential for a prolonged trade war, rising unemployment and tightening consumer budgets, investors may continue to rotate into sectors like healthcare, which historically outperform during late-cycle or recessionary periods. The sector's combination of non-cyclical demand, innovation potential and relative earnings stability makes it a compelling core holding for portfolios preparing for volatility. In summary, while headline risks around drug price reform may dominate in the near term, long-term investors could find opportunities in both pharmaceutical and biotechnology ETFs—provided they understand the policy risks, global trade implications and diversification potential that the healthcare sector | © Copyright 2025 All rights reserved Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
