Citi Expresses Optimism for Eli Lilly and Company (LLY)
Eli Lilly and Company (NYSE:LLY) is one of the 13 Best Long Term Growth Stocks to Invest in Right Now. On June 25, Citi reported that 'compelling' data shows that Eli Lilly and Company (NYSE:LLY) and Novo Nordisk (NVO) have turned obesity into a treatable disease from a lifestyle-based condition. The firm models more than $40 billion in obesity sales by 2030, well above the consensus estimates of $25 billion.
Citi stated that as the obesity space evolves from injectables to convenient orals, such as orforglipron, the emergence of a 'dynamic' consumer-centric market is possible, and LillyDirect by Eli Lilly and Company (NYSE:LLY) is well-positioned to connect high consumer visibility for orforglipron with global access.
In a research note, Citi further stated that it estimated penetration rates via income-based tiers for pricing and out-of-pocket costs in low- and mid-body mass index patients. The results place Eli Lilly and Company's (NYSE:LLY) consumer platform opportunity at $15B, which is not assumed in the firm's model.
It thus believes that Eli Lilly and Company's (NYSE:LLY) is in a position to expedite access outside the US, employing a centralized out-of-pocket payment model instead of the traditional country-by-country launch. It contended that an 'income-based tiered pricing of orforglipron via LillyDirect could unlock unprecedented volume, all the while allowing it to maintain overall pricing power.'
Eli Lilly and Company (NYSE:LLY) develops, manufactures, discovers, and sells pharmaceutical products. These products span oncology, diabetes, immunology, neuroscience, and other therapies. Investors are bullish on Eli Lilly and Company (NYSE:LLY) due to its in-demand GLP-1 drugs, used to treat diabetes and obesity, which are still in their early growth stages, and the company's strong financials.
While we acknowledge the potential of LKQ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
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