Eli Lilly (NYSE: LLY) Stock Analysis: Are they heading to a Trillion-Dollar + Valuation?

GLP-1 drugs have taken the world by storm, and Eli Lilly is right in the middle of it.
In today’s episode, we take an in-depth look at Eli Lilly, a leading pharmaceutical company with a big history and a huge catalogue of medications.
We explore the company’s past, present, and future prospects from an investment perspective.
Joining us in the second half is Michael Frazis, Portfolio Manager at Frazis Capital Partners, who provides expert insights into Eli Lilly’s investment potential and challenges.
In today’s episode, we cover:
- Early innovations, including gelatin-coating for pills, fruit flavorings, and sugar-coated pills to make medicines easier to swallow
- Current operations and well-known drugs
- The extensive product list and their market positioning
- Their massive clinical pipeline
- Financial overview
- Bull case & bear case
- Where the company could be in 10 years
_______
Thanks to Superhero(superhe.ro/s/em) for proudly supporting this series.
Get access to every episode 24 hours before RUclips by subscribing for free:
On Spotify - open.spotify.c...
Or Apple Podcasts - podcasts.apple...
---
Want to get involved?
- Join our daily mailing list to stay up to date on all things in business and markets: equitymates.be...
- Ask us a question: equitymates.co...
- Join the conversation in the Facebook Discussion Group / equitymates
- Instagram: / equitymates
- X: / equitymates
- TikTok: / equitymates
- LinkedIn: / equity-mates
---
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.

[@falzixhd6874]

You should have discussed a bit more on the valuation rather than focusing for 30min on the memestock-like hype around the company and their products, LLY went from $6,2BN of profits in 2020 to $5,2BN in 2023, a decline of -16% across 4 years. Across those same 4 years, its stock value went from $133BN to $830BN, an increase of +524%.
That is something that has only been seen in meme stocks, even Nvidia's valuation is more justified at this point because at least they are supporting the hype with actual profits.

[@marcoschena99]

Great chat. I wouldn't mind getting my hands on some of those drugs. KFC is killing me.