Seeking Alpha
07 Oct 2026, 13:45 UTC · 1h ago
Eli Lilly: Buy The GLP-1 Growth Premium
Impact · against what's priced in
The article provides no new catalysts for Eli Lilly, as the reported revenue growth and premium valuation are already baked into the current stock price. The growth trajectory described is consistent with assumptions the market has already paid for.
- LLY+0.00
Already priced in
- The price assumes
Revenue guidance of $85–87 billion for 2026
The $15 billion in revenue from Mounjaro and Zepbound and their high YoY growth rates are consistent with the 2026 guidance and the 30.2% implied revenue CAGR the price already assumes.
What LLY's price assumes · Sep 10
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