Alzheimer's drug solanezumab could become a significant blockbuster drug if a follow-up Phase III trial supports previous clinical work.
Buoyed by several recent acquisitions, Lilly's animal health business should post strong growth during the next decade.
Lilly is increasing its focus on developing drugs for several unmet medical indications in neurology and oncology. The strategy should improve the success rate at the Food and Drug Administration, which has become exceedingly risk-sensitive to new drugs in well-treated areas such as cardiology. Read more
A large portion of Lilly's valuation is tied to the Alzheimer's drug solanezumab, which carries a high degree of risk as the majority of drugs developed for this disease have failed.
Several of Lilly's recently launched drugs in the diabetes market are several years behind competitive launches and lack much differentiation.
The Alimta composition of matter patent expires in 2017, which could bring generics into the market ahead of a weaker 2022 patent. Read more
We view Lilly's stewardship as relatively standard. While we believe that Lilly's use of $6.5 billion to acquire ImClone in 2008 is not likely to generate good returns, the partnership with Boehringer Ingelheim greatly improved the strategic outlook Read more
Eli Lilly is a pharmaceutical company with a focus on neuroscience, endocrinology, oncology, and immunology. Lilly's key products include Alimta for cancer; Forteo for osteoporosis; Read more