Eli Lilly: Buy The GLP-1 Growth Premium
Eli Lilly’s Mounjaro and Zepbound drive nearly $15 billion in revenue, supporting 20%-plus annual sales growth and a premium valuation.
Dhierin Bechai 2 clicksNYSE
ELI LILLY & Co
LLY
7 stories
$1.1T Market cap · 2026-10-08
Dhierin Bechai 2 clicks
Eli Lilly Stock Is Not Done Growing Yet, But It's Due For Compression (Rating Downgrade)
Eli Lilly's Q2 revenue rose 48% on Mounjaro and Zepbound, but its 31.5 forward P/E leaves the stock due for valuation compression despite a…
Oliver Rodzianko 1 clickKEDM.com on X
JDP Capital @Jeremy_Deal is quite bullish on Cerebras Systems $CBRS, which is currently trading 50% below its post IPO peak. According to the Fund, given its revenue under contract, the stock could be more than $1,000 per share within the next few years vs. today's $186. Another take from the Q2 letter: “Drug discovery may be one of the largest beneficiaries of AI of any industry on earth as the companies with the most proprietary data and the deepest clinical histories will widen their advantages”. JDP’s new position in this field was Eli Lilly $LLY.
One Year of Rebound Capital Portfolio
Rebound Capital’s portfolio beat the S&P 500 by 7.3% in its first year, targeting 17% EBIT growth against a 20.3x forward EV/EBIT multiple.
LLY 2026-08-22 Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk
Eli Lilly holds 60–61% of the US obesity-drug market as prescriptions and international expansion offset pricing pressure from Novo Nordisk.
Red Dog Capital on X
@kevin_smith45 $LLY
Broken Moats on X
$LLY has nlrp3 trials so that would just put them in the same conversation no with a head start? Agree its valuable to NVO but wouldn't the derivatives like a $BIOA get more juice of ZEUS then $NVO from validating the space. I like NVO but management shoots themselves in the foot constantly and AZN etc competition on weight loss is coming
Investor Letters
Letters that discuss LLY.
- Andrew Hill Investment Advisors 2026.Q2 Performance Recap: Navigating a Narrow Rally & Shifting Commodities second quarter of 2026 AAPL $4.9TADP $107BBLKB $2B
- Andrew Hill Investment Advisors 2026 Q3 Client Letter third quarter of 2026 AAPL $4.9TADP $107BANET $272B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Q1 2026 AMZN $2.7TEW $48BGEV $274B
- Andrew Hill Investment Advisors 2024.Q3 Client Letter 2024.Q3 CEG $95BLLY $1.1TMSFT $3.9T
- Andrew Hill Investment Advisors 2024.Q2 Client Letter second quarter of 2024 AAPL $4.9TANET $272BCEG $95B
- Cedar Grove Capital Management Q3’2026 Q3 2026 EVLV $852MABVX $7.8BAXON $34B
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