LLY Ticker Curator

FDA plans staff bonuses to accelerate drug reviews, with Eli Lilly (LLY) at $1,014.53 (-1.39%) alongside peers like PFE and MRK.

Eli Lilly took 2 major steps forward in the billion-dollar obesity drug market, a key development for its portfolio.

Q4 2025 Highlights:

• Revenue surged 43% to $19.3 billion.
• Adjusted EPS rose 42% to $7.54.
• Bernstein reaffirms Buy on strong earnings, revenue at $19.29 billion.
  Amid clinical success and pricing dynamics, growth signals investment strength.

Zepbound (tirzepatide) leads the weight-loss drug market, strengthening Eli Lilly's position. Expected new anti-obesity launches signal robust long-term growth potential.

Multi-source validation of Lilly's oral GLP-1 orforglipron beating oral semaglutide in Phase 3 T2D trial:

• A1C drop: 2.2% (36mg) vs 1.4%; 76.8% hit...

• P/E ratios: JNJ at 22.2, LLY higher at 44.8.
• Revenue & margins: JNJ $94.2B TTM revenue (28.5% margin); LLY $65.2B (31.7% margin).
• Sales growth: JNJ 9.1% YoY; LLY surges 42.6%.
• Growth grades: Both B (JNJ 74, LLY 68); JNJ dividend 2.1% vs LLY 0.7%.

Rising consensus signals strong bullish outlook for Eli Lilly:

• Guggenheim adjusts PT to $1,168
• Morgan Stanley hikes from $1,290 to $1,313,...

Analyst Ratings

• 🔥 JPMorgan GLP-1 View: JPMorgan sees Eli Lilly as the DTC GLP-1 winner due to its best-in-class status amid growing patient...

Eli Lilly released positive results from the Phase 3 VIVID-2 open-label extension study testing Omvoh on February 19. Key signal of durable efficacy advancing LLY's immunology pipeline.

• Novo Nordisk vs. Eli Lilly in the GLP-1 drug race dissected in latest episode
• Follow-up video declares $LLY vs $NVO: The Clear Winner Emerges
  -...

• Structural shift in drug discovery from Eli Lilly-Nvidia AI collaboration
• AI embedding requires evolving governance, validation, quality systems...

• Recent weakness: LLY closed at $1,042.15, up 0.6% in 7 days but down 2.1% in 30 days, 3.5% YTD—raising questions if GLP-1 growth is priced in.
• DTC...

Analyst consensus: BUY from 30 analysts, avg PT $1,213 (+17.88% upside from $1,029).

• RBC initiates Outperform at $1,250, citing obesity dominance to...

• Brenner's LLY ties: Former discovery leader at Eli Lilly, now iBio CEO driving AI for faster antibody development.
• iBio focus: Targets obesity,...

Strategic expansion into in vivo CAR-T to bypass ex vivo costs ($400K/treatment) for B-cell autoimmune diseases like lupus.

• Tech breakthrough:...

TD Asset Management reduced its Eli Lilly (LLY) holdings by 25.3% in the third quarter – a key institutional ownership shift to track as a sentiment gauge.

Essential LLY earnings indicators for investors:

• GLP-1 revenue growth
• EPS trends analysis
• Market volatility insights

Track these for smarter investment decisions.