Bernstein maintains Eli Lilly stock Outperform, $1,100 target

Published 27/01/2025, 13:24
© Reuters.

On Monday, Bernstein analysts maintained their positive stance on Eli Lilly (NYSE:LLY) shares, reiterating an Outperform rating and a price target of $1,100.00. The endorsement comes amidst a competitive landscape in the pharmaceutical industry, particularly following recent developments from rival company Novo Nordisk (NYSE:NVO). The pharmaceutical giant, currently trading at $785.41, has demonstrated robust growth with revenue increasing 27.41% over the last twelve months. According to InvestingPro analysis, while the stock appears overvalued relative to its Fair Value, the company maintains a strong financial health score.

Bernstein's commentary highlighted the promising data from Novo Nordisk's phase 1b/2a trial of subcutaneous Amycretin in individuals with overweight or obesity. The trial reported significant body weight reduction across various dosages over a period of up to 36 weeks. Despite these findings, Bernstein remains confident in Eli Lilly's prospects. The company's strong market position is reflected in its impressive 80.91% gross profit margin and consistent dividend payments, which have been maintained for 55 consecutive years.

The research firm's optimism is based on several factors. Firstly, Eli Lilly possesses Retatrutide, a competitive drug in the same therapeutic area. Secondly, there are still uncertainties surrounding the adverse event profile of Novo Nordisk's Amycretin. Lastly, the placebo group in the trial experienced weight gain, which raises questions about the overall impact of the treatment.

Bernstein's analysis suggests that while Novo Nordisk's data may be encouraging, Eli Lilly's established track record, along with its burgeoning and more advanced pipeline, positions the company favorably for long-term success. The firm's analysts believe that Eli Lilly's strengths will help it maintain its superiority in the market.

In other recent news, pharmaceutical giants Eli Lilly and Novo Nordisk have made noteworthy strides in their respective fields. Eli Lilly, despite a Q4 revenue shortfall, has been backed by BofA Securities and Leerink Partners, who both maintain a positive outlook on the company's growth potential. The company has also received FDA approval for Omvoh, a drug for treating adults with moderately to severely active Crohn's disease. On the other hand, Novo Nordisk's new obesity treatment, amycretin, showed significant weight loss in trial participants, potentially challenging Eli Lilly's Zepbound. BofA Securities kept their Buy rating on Novo Nordisk, expressing confidence in the company's future performance. These recent developments highlight the competitive landscape and advancements in obesity treatment within the pharmaceutical industry.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.