Eli Lilly: The Right Long-Term Strategy

2025-12-13 04:33:24 ET

Introduction

Eli Lilly ( LLY ) has generated their Keytruda/Humira moment. A generation-defining medicine that in fact owns a duopoly, for the time being, with Novo Nordisk ( NVO ). Cash flows for the next few years will be immense but will become a double-edged sword in time. The question will be how Lilly can reinvest and diversify away from relying on diabetes and obesity meds while they generate the cash to do so. Will they finally become a high-yielding biopharma like Amgen ( AMGN ), Bristol Myers Squibb ( BMY ), or Pfizer ( PFE ), or will they become a secular growth seeker like AstraZeneca?...

Read the full article on Seeking Alpha

For further details see: