BofA Securities analyst Alec Stranahan maintains $Eli Lilly and Co (LLY.US)$ with a buy rating, and maintains the target price at $1,100.
According to TipRanks data, the analyst has a success rate of 49.2% and a total average return of -2.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Eli Lilly and Co (LLY.US)$'s main analysts recently are as follows:
Following Eli Lilly's Q3 earnings report, it's anticipated that there will be increased scrutiny on Zepbound scripts and inventory. Despite this, it is believed that the demand for GLP1 remains robust. Eli Lilly is still considered to possess the most promising growth narrative among U.S. large-cap biopharmaceutical companies.
Eli Lilly experienced an uneven quarter with regards to Mounjaro and Zepbound, but assurances have been made that the fluctuations were tied to inventory dynamics rather than supply and demand factors. Despite the third-quarter setback, the overall outlook on Eli Lilly remains favorable, though estimates for Mounjaro and Zepbound have been slightly reduced.
Post the Q3 report, there is acknowledgment that the $1 billion shortfall in tirzepatide sales presents a significant challenge for Q4. This is attributed to fluctuations in channel inventories and the delay of direct-to-consumer efforts to the middle of the quarter.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Alec Stranahan維持$禮來 (LLY.US)$買入評級,維持目標價1,100美元。
根據TipRanks數據顯示,該分析師近一年總勝率為49.2%,總平均回報率為-2.7%。
此外,綜合報道,$禮來 (LLY.US)$近期主要分析師觀點如下:
繼禮來公司發佈第三季度業績之後,預計將加強對Zepbound腳本和庫存的審查。儘管如此,據信對GLP1的需求仍然強勁。在美國大型生物製藥公司中,禮來仍被認爲擁有最有前途的增長前景。
禮來公司的Mounjaro和Zepbound季度表現不平衡,但已經保證波動與庫存動態有關,而不是與供需因素有關。儘管第三季度出現挫折,但禮來公司的整體前景仍然樂觀,儘管對Mounjaro和Zepbound的估計略有下降。
第三季度報告發布後,有人承認,10億美元的替塞帕肽銷售缺口對第四季度構成了重大挑戰。這歸因於渠道庫存的波動以及直接面向消費者的努力推遲到本季度中期。
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