Eli Lilly and Company
Long

Rare Discount Below $700

45
LLY’s sell-off today is driven by underwhelming data from its new oral GLP‑1 drug—but it came on the heels of an otherwise stellar earnings report and outlook upgrade. If you believe in Lilly’s leadership in obesity and diabetes treatments, its strong cash flows, and long-term drug development pipeline, this could be a compelling opportunity to buy at a discount.


Rare discount at 15% below the monthly average with a price last seen in Feb 2024. Buy the dip back to $700s.

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