Deutsche Bank analyst James Shin maintains $Eli Lilly and Co (LLY.US)$ with a buy rating, and adjusts the target price from $1,025 to $1,015.
According to TipRanks data, the analyst has a success rate of 42.9% and a total average return of -6.5% 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:
The firm acknowledges that after Eli Lilly's third-quarter earnings report, there may be heightened scrutiny on Zepbound scripts and inventory levels. Nonetheless, the sentiment is that the demand for GLP1 remains robust. Eli Lilly is considered to maintain the most compelling growth narrative amongst large-cap U.S. biopharmaceutical companies.
Eli Lilly's recent quarter showed uneven results for Mounjaro and Zepbound, which were attributed to inventory dynamics rather than supply or demand factors. Despite a temporary setback in the third quarter, the outlook on Lilly remains favorable, though estimates for Mounjaro and Zepbound have been slightly reduced.
Following the Q3 report, the potential for Eli Lilly to meet expectations has become more challenging due to the $1B shortfall in tirzepatide sales, necessitating significant efforts in Q4. This comes as channel inventories experience fluctuations and the push for direct-to-consumer efforts is delayed into later in the quarter.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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德意志銀行分析師James Shin維持$禮來 (LLY.US)$買入評級，並將目標價從1,025美元下調至1,015美元。
根據TipRanks數據顯示，該分析師近一年總勝率為42.9%，總平均回報率為-6.5%。
此外，綜合報道，$禮來 (LLY.US)$近期主要分析師觀點如下：
公司承認在愛力理的第三季度收益報告後，可能會對Zepbound腳本和庫存水平加強審查。儘管如此，普遍觀點是GLP1的需求仍然強勁。愛力理被認爲在美國大市值生物製藥公司中保持着最具吸引力的增長敘事。
愛力理最近的季度展示了Mounjaro和Zepbound的不均衡結果，這歸因於庫存動態而非供應或需求因素。儘管第三季度出現了暫時性挫折，但對於愛力理的前景依然是有利的，儘管對Mounjaro和Zepbound的估計略有降低。
在第三季度報告後，由於tirzepatide銷售額減少了10億美元，愛力理達到預期的可能性變得更具挑戰性，需要在第四季度付出重大努力。這是因爲渠道庫存出現波動，推動面向消費者的努力推遲到本季度晚些時候。
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