Seeking Alpha
23 Oct 2026, 15:45 UTC · 1h ago
GH Research Remains Undervalued Ahead Of Pivotal Phase III Program
Impact · against what's priced in
The article provides no material catalyst for Eli Lilly, as the validation of 5-MEO-DMT is a peripheral pipeline detail compared to the company's GLP-1 drivers. GH Research remains a speculative play dependent on Phase III data, with cash reserves and dilution risks already factored into its current valuation.
- LLY+0.00
Doesn't touch the price's assumptions
- The price assumes
The next-generation pipeline, specifically retatrutide's potential
The acquisition of AtaiBeckley validates 5-MEO-DMT, but this is a niche asset that does not move the needle on the primary growth drivers or the unpriced potential of retatrutide.
What LLY's price assumes · Sep 10





