Läkemedelsjättarna Novo Nordisk och Eli Lilly öppnar böckerna i veckan. Søren Løntoft Hansen, analytiker på Sydbank spår uppjustering av helårsprognosen för danska börsjätten. Det rapporterar tidningen Børsen.
Läkemedelsjättarna Novo Nordisk och Eli Lilly öppnar böckerna i veckan. Søren Løntoft Hansen, analytiker på Sydbank spår uppjustering av helårsprognosen för danska börsjätten. Det rapporterar tidningen Børsen.
Den danska läkemedelsjätten Novo Nordisk föll kraftigt efter att konkurrenten Eli Lilly presenterat sina siffror för det tredje kvartalet 2024. ”Jag tror att både Eli Lily och Novo Nordisk kommer stärkas under dagen”, säger Mattias Häggblom, läkemedelsanalytiker på Handelsbanken, till Di.
Novo Nordisk har straffats hårt på börsen och marknaden ser fördelar för konkurrenten Eli Lilly. Men vad står på spel? Och varför sjunker Astra Zeneca? Hälsoförvaltarna Ellinor Hult och Astrid Samuelsson ger sin analys av bolagen och förklarar varför stundande USA-val är viktigt för läkemedelsindustrin. ✔ Bolaget som leder kampen ✔ Novo Nordisk smarta drag ✔ Besvikelsen från Astra Zeneca
Danska läkemedelsjätten Novo Nordisk konkurrent Eli Lilly har presenterat resultat från en fas 3-studie under namnet Qwint-5 med veckoinsulinet Efsitora för typ 1-diabetiker. I studien jämfördes Efsitora med Novo Nordisk insulin Tresiba (degludec).
Det amerikanska läkemedelsbolaget Eli Lillys fas 3-studie, under namnet Surmount-1, visade på 94 procents minskad risk att utveckla typ 2-diabetes med Tirzepatid som marknadsförs under varumärkena Zepbound och Mounjaro jämfört med placebo.
Läkemedelsbolaget Bioarctic välkomnar USA-godkännandet för Eli Lillys Kisunla (donanemab), vilket är en konkurrent till det egna alzheimersläkemedlet Leqembi (lecanemab) som marknadsförs tillsammans med partnern Eisai. ”Jag tycker det är positivt”, säger Bioarctics vd Gunilla Osswald till Nyhetsbyrån Direkt.
Läkemedelsbolaget Eli Lilly har fått godkännande från den amerikanska hälsomyndigheten, FDA, för sitt nya läkemedel Kisunla, med det aktiva ämnet donamemab, som behandlar tidiga symptom på Alzheimers sjukdom. Donamemab har i studier visat att det kan bromsa sjukdomens progression.
Rådgivare till det amerikanska läkemedelsverket FDA röstade under måndagen enhälligt för att data för Eli Lillys experimentella alzheimersläkemedel, donanemab, har visat sig vara effektivt för patienter med tidig Alzheimers sjukdom. Om läkemedlet skulle godkännas skulle det bli blott det andra läkemedlet mot Alzheimers som godkänns i USA.
Bantning är det hetaste just nu inom läkemedel. Många bolag vill vara med och dela på jättekakan värd över 1 000 miljarder kronor. Men danska Novo Nordisk och amerikanska Eli Lilly dominerar totalt, och ser ut att behålla försprånget de närmaste åren.
Indexen på Wall Street tappar på tisdagseftermiddagen, efter att det kommit nya signaler om att inflationen är ihållande. Bland rapportbolagen stiger läkemedelsjätten Eli Lilly, medan McDonald's faller tillbaka.
Eli Lilly CEO David Ricks joins 'Squawk Box' to discuss the company's quarterly earnings results, which reported third-quarter ...
Eli Lilly & Co. lowered guidance on lackluster sales of its blockbuster weight-loss drug Zepbound and diabetes drug Mounjaro.
CNBC's Angelica Peebles joins 'Squawk Box' to report on the company's quarterly earnings results.
Jared Holz, Mizuho, joins 'Fast Money' to talk Eli Lilly shares sliding.
CNBC's Angelica Peebles joins 'Squawk on the Street' to report on Eli Lilly's new investment in a new $4.5 billion research and ...
Shares of Eli Lilly hit an intraday record after the company announced a website that would allow patients to buy weight-loss drug Zepbound directly from the company. Could this throw a wrench in how the pharma industry does business? Plus Gene Munster is out with his predictions for 2024, and one includes Apple adding Peloton to its portfolio. Fast Money Disclaimer
Shares of Eli Lilly closed just off record highs as CEO David Ricks is set to make comments at the JP Morgan Health Care conference. Could what he says send the stock rocketing again? And will an Alzheimer’s treatment be its next big blockbuster? Plus Lionsgate set to spin off its studio business in a SPAC deal. Vice Chairman Michael Burns joins with the latest on that deal. Fast Money Disclaimer
One of the nation's leading pharmaceutical companies once maintained one of the biggest marijuana farms in the country. This week on Sawbones, how Eli Lilly lost its taste for pot, and why it refuses to acknowledge its past. Music: "Medicines" by The Taxpayers
Another day, another downgrade for Apple’s stock – the second this week. The shares are down more than 5% to start the year, as concerns over iPhone demand grow. We’ll speak to the analyst behind the latest call. Plus, Eli Lilly is taking weight-loss drugs directly to the consumer, setting up a new service to help patients get telehealth prescriptions. We’ll ask a medical doctor about the potential implications.
The value investing in legends class is one of the highlights of the Heilbrunn year. It’s filled with special moments, including the annual visit from our guest today, Elizabeth Lilly. Beth embodies the principles and practices of value investing like very few people do. She makes investing look easy and her lecture always captures the pure essence of value investing. Elizabeth Lilly is Chief Investment Officer and Executive Vice President for The Pohlad Companies, LLC where she oversees the public and private investments for the Pohlad family. Beth began her career with Goldman Sachs in 1985 and shortly after moved to Greenwich, Connecticut to work as an analyst in Fund American Companies in 1988. In 1997, she co-founded Woodland Partners in Minneapolis which focused on investing in small capitalization equities. In 2002, Woodland Partners was acquired by GAMCO Investors where she went on to serve as a Senior Vice President and Portfolio Manager of the $1.4 billion Teton Westwood Mighty Mites Fund and as a member of the value portfolio management team. In 2017, Beth founded Crocus Hill Partners to focus on investments in small and micro capitalization equities but a year later she left to join the investment arm of the Pohlad family in an opportunity that was impossible to pass on. Beth is a graduate of Hobart/William Smith College and a dear friend of the Heilbrunn Center. On this episode, Elizabeth and I discuss how her passion for investing was ignited from in childhood, the many value investing legends she has had the opportunity to learn from during her career, how she founded her firm before ultimately landing her dream job at Pohland Companies, her approaches to idea sourcing and risk management, and so much more! Key Topics: How Beth’s mother and grandparents shaped her passion for investing (3:29) Why Beth attributes her research job at Goldman to pure luck (5:21) Leaving Goldman Sachs (7:58) The legendary Bob Rose (9:40) The first turning point in Beth’s career (11:16) Beth’s phenomenal experience at Fund American (12:54) Talking investing with Warren Buffett (14:22) The fundamentals of investing (16:12) Why Beth has a notebook on her at all times (17:38) The key elements of a good value investing firm (19:03) Beth’s focus on small-cap stocks (20:29) Beth’s introduction to Mario Gabelli (21:06) How a value trap is created (22:44) Why the management team is the best protection from a value trap (23:21) Getting comfortable with the artistic side of investing (25:33) Preparing to ask insightful questions (27:23) Talking to management as a shareholder (29:37) The benefit of constructive activism (31:51) Crocs as a case study of a compounder (33:19) Beth’s approach to valuation (35:06) Sourcing ideas with curiosity (36:28) Building up a valuable database (38:04) The seamless transition after being acquired by GAMCO (39:10) How Beth’s career at GAMCO increased her interest in the microcap space (40:35) Beth’s experience managing the Teton Westwood Mighty Mites Fund (42:01) Founding Crocus Hill partners in 2017 (44:47) Beth’s connection to the Pohlad family (45:56) Taking the dream job at Pohlad (47:29) The similarities between investing in public and private markets (49:25) Why Beth is eager to pass on the training she received (52:22) How the pandemic has shifted Beth’s thinking on businesses (53:54) Applying value investing principles to non-traditional value companies (56:27) And much more! Mentioned in this Episode: Pohlad Investment Management, LLC Benjamin Graham’s Book | The Intelligent Investor Howard Marks’ Memo | Something of Value Thanks for Listening! Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu. Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!
The Nasdaq and S&P 500 snapped their winning streaks after comments from Fed Chair Jay Powell and a weak 30-year auction. Barclays Head of US Equity Strategy Venu Krishna breaks down the market action. Eli Lilly CEO David Ricks joins in an exclusive interview to discuss the company’s weight-loss drug getting FDA approval. CFRA analyst Zach Warring breaks down Wynn’s earnings. Oakmark’s Bill Nygren on his top value picks heading into the year end. Plus, NBER Director John Lipsky on the path forward on inflation.
See my $165,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/posts Winter Deals: https://amzn.to/3NGmBPT Eli Lilly LLY is a pharmaceutical company that has been producing life saving and extended medicine for over a 100 years. The company has had a recent spike in share price due to FDA approval of weight-loss medications that could reach a $100 billion dollar industry by 2030. Eli Lilly LLY is also a big dividend payer having paid dividends for decades and a 5 year CAGR of 15%. Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one --- Support this podcast: https://podcasters.spotify.com/pod/show/collect-cash/support
In this video, we'll perform a LLY stock analysis and figure out what Eli Lilly looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for Eli Lilly. And answer is Eli Lilly one of the best stocks to buy at the current price? Find out in the video above! Global Value's Eli Lilly stock analysis. TIKR is the website I use for financial data in my videos. Join me and thousands of investors worldwide by using TIKR in your investment analysis. All funds from referrals directly support the channel to improve video quality! Referral link - https://www.tikr.com/globalvalue Check out Seeking Alpha Premium and score an exclusive $50 off coupon plus a free 7 day trial! All funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Discover new investing resources and directly support the channel by shopping my Amazon storefront! All commissions are reinvested to improve the quality of videos! https://www.amazon.com/shop/globalvalue Eli Lilly ($LLY) | Eli Lilly Stock Fundamental Analysis | Eli Lilly Stock Dividend Analysis | Eli Lilly Dividend Analysis | $LLY Dividend Analysis | Eli Lilly Fair Value | LLY Intrinsic Value | LLY Fair Value | Eli Lilly Intrinsic Value | Eli Lilly Discounted Cash Flow Model | Eli Lilly DCF Analysis | LLY Discounted Cash Flow Analysis | LLY DCF Model #EliLilly #LLY #LLYstock #EliLillystock #stockmarket #dividend #stocks #investing #valueinvesting #dividendstocks #investor #valueinvestor #stockanalysis #dividend #dividends #growthstocks #invest #financialeducation #finance (Recorded November 25, 2023) 🚨⚠️ By watching videos posted on Global Value's YouTube channel, you acknowledge that you have read, understand, and agree to the following: Global Value is Not an Investment Advisor: Global Value is not an investment adviser, and it is not registered as such with the U.S. Securities & Exchange Commission or any other state or federal authority under the Investment Advisers Act of 1940 or any other law. The investments and strategies discussed in Global Value’s YouTube videos are not and should not be considered investment advice and may not be suitable for you. They do not take into account your particular investment objectives, financial situation, needs, or personal circumstances and are not intended to be specific to you. Before acting on any investment or strategy discussed, you should always do your own research and make your own independent decision about whether it is suitable for your particular circumstances. You should also consider seeking advice from your own legal, financial, tax, accounting, or investment advisers. Global Value does not provide such advice. All content and communication from this channel is for discussion, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on the Channel. There are risks associated with investing in securities. Loss of principal is possible. Some high-risk investments may use leverage, which could accentuate losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. Past performance is not a predictor of future investment performance. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. 📝Contact Information: GlobalValueYT@gmail.com --- Support this podcast: https://podcasters.spotify.com/pod/show/globalvalue/support
Today’s guest is Ramesh Durvasula, Senior Vice President of R&D IT at Eli Lilly. Ramesh joins Emerj Senior Editor Matthew DeMello on the program today to survey the biggest challenges in biotech research and how emerging capabilities, particularly in generative AI, are paving the way for a new future for the industry. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!
By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp) Ricky Mulvey and Bill Barker discuss: - Tesla’s CFO departure. - Eli Lilly hitting an all-time high, and the drugmaker’s optimistic results. - How Burger King is driving sales growth with limited time offers. - Zoom calling its employees back to the office. Companies discussed: TSLA, LLA, NVO, QSR, ZM Host: Ricky Mulvey Guest: Bill Barker Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Senators Joe Manchin (D-West Virginia) and Mitt Romney (R-Utah) have proposed their Fiscal Stability Act, as the deadline to avert a government shutdown approaches. The bipartisan colleagues discuss the government debt crisis, as well as leadership in both parties in the 2024 election cycle. CNBC Julia Boorstin interviewed Disney CEO Bob Iger after the entertainment giant reported its Q4 results. She shares highlights from the conversation and the significance of SAG-AFTRA’s tentative agreement with Hollywood, ending the industry’s strike. Plus, Eli Lilly’s weight loss drug has been approved by the FDA, and America is digesting the third Republican Presidential debate. Julia Boorstin - 8:52Senators Joe Manchin & Mitt Romney - 16:47 In this episode:Joe Manchin, @Sen_JoeManchinMitt Romey, @MittRomneyJulia Boorstin, @JBoorstinAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie
The major indexes started the year with losses, especially the Nasdaq, as chips, software and tech megacaps retreated. But market breadth wasn’t too bad. Celsius and Eli Lilly flashed early buy signals as they cleared trendlines. Microsoft is testing key support.
Ben, Tom, and Andrew discuss Eli Lilly’s DTC strategy for its weight loss drug, Pepsi being accused of “price gouging”, the revenue acceleration for Costco, employment data and employment, the current value in fixed income markets, and earnings from STZ. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure