Seeking Alpha
08 Oct 2026, 03:33 UTC · 1h ago
Novo Nordisk Vs. Eli Lilly: Judged Against Big Pharma, Only One Needs A Premium
Impact · against what's priced in
The report provides a relative value argument favoring Novo Nordisk over Eli Lilly, but offers no new fundamental catalysts. While NVO is framed as a value play due to its peer discount, LLY's current valuation already discounts several bullish pipeline and growth scenarios that this 'Hold' rating does not challenge.
- LLY+0.00
Doesn't touch the price's assumptions
- The price assumes
Sustaining growth above 30% beyond 2026
A 'Hold' rating based on relative valuation does not alter the current price's assumption of a growth deceleration to 30.2% or its refusal to pay for the higher bull-case growth targets.
What LLY's price assumes · Sep 10
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