Eli Lilly: the pipeline is worth more than the balance sheet discount

Three launches land inside eighteen months with limited competition on two of them. The market still prices this as a levered generics business.

Fatima Al-Hariri@fatima_alhariri

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Discussion · 2

Yael BrennerAUG 9

I came in sceptical. The regulatory ceiling being quantified changes the model, not just the headline. Has anything in the last print changed the entry you would take?

Sam WhitfieldAUG 7

Agree with the direction, less with the magnitude. The channel data is what makes this hard to dismiss. How are you thinking about the timing risk here?

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