$Eli Lilly(LLY.US) (+5% today) now has two of the top 10 selling drugs in the world: #1 Mounjaro for type 2 diabetes (est 2026 Revs $36B), and #6 Zepbound for weight loss (est 2026 Revs $18B), plus 6 other drugs with more than $1B in expected 2026 revenues. When a pharma rep has a product platform that deep, it gives the sales rep a huge advantage to sell in both new delivery forms for existing treatments (e.g. LLY’s GLP-1 weight loss pill Foundayo) and for new treatments (LLY’s Kisunla for Alzheimer’s, which should generate $600M sales in FY’2026). At 35x 2026 Adj EPS, LLY is certainly not cheap vs +12-15% long-term rev growth and +18-20% EPS growth but it’s a great play on weight loss, type 2 diabetes, and aging.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
