Parkev Tatevosian, CFA 对 $LLY 的判断变化

2026-09-28看涨
《3 Undervalued Healthcare Stocks Invstors Can Buy Right Now》
LLY 目前被低估(公允价值 1,494 美元,现价 1,153 美元),受减肥药强劲势头与自由现金流增长推动,预计 12-18 个月内上涨约 30%。

我们将从一家市值约一万亿美元的公司,走向一家市值超过一万亿美元的公司,这家公司就是Eli Lilly。我无需解释Eli Lilly受益于什么;这一积极势头当然来自减肥治疗药物所创造的销售热潮,这让我想起Nvidia和Micron等人工智能公司的销售热潮。

We will move from a company with a market value of about one billion dollars to a company with a market value of more than one trillion dollars, which is Eli Lilly. I don't need to explain what Eli Lilly benefits from; the positive momentum is of course the weight loss treatments that have created a sales boom, which reminds me of the sales boom of artificial intelligence companies like Nvidia and Micron.

2026-09-26看涨
《Eli Lilly Might Be the Next Stock I Buy | LLY Stock Analysis》
礼来(Eli Lilly)值得买入,该股被低估,预计未来12至18个月将上涨约30%。

尽管礼来是第二家推出用于减重治疗的口服片剂的公司,但它已经开始获得可观的市场份额。该公司在口服GLP-1药物领域的新增用药人群中占据了超过30%的市场份额,识别出超过36,000人。

Although Eli Lilly was the second company to introduce oral pills for weight loss treatments, it had already begun to acquire a significant market share. The company boasted a market share exceeding 30% in new initiations within the oral GLP-1 drug sector , identifying more than 36,000 people.