LLY inventory is drowned on GLP-1-Buy Lilly Pills on DIP? – Magic Post

LLY inventory is drowned on GLP-1-Buy Lilly Pills on DIP?

 – Magic Post

Elie Lily and Partners today

Elie Lily and the company's shares logo
To90 days performance

Elie Lily and Partners

625.15 dollars -15.71 (-2.45 %)

As of 08/8/2025 03:59 pm

52 weeks
623.78 dollars

972.53 dollars

Profit
0.96 %

P/E ratio.
40.86

The target price
984.41 dollars

For drug leaders weight loss, the last two weeks have been less than catastrophic for stocks.

Industry pioneer Novo Nordisk A/S NYSE: NVO The stock decreased about 22 % on July 29 after reducing their directives for the whole year. Then, on August 7, Elie Lily New York: Li The shares decreased about 14 %.

However, the reason behind Eli Lilly was very different from Novo, as the company crushed its estimates on its profits in the second quarter.

So, what really prompted the shares to fall, and does it open a possible opportunity for investors?

Lilly Q2 Beats bring in all fields

Lilly Q2 profits, released on August 7, have become strong. The company recorded $ 15.6 billion sales, an increase of 38 %. amendment The arrow’s profits (EPS) increased by 61 % to $ 6.31. Each of these numbers is easily overcome by Wall Street estimates.

Lily continued to grow in Novo Nordsk in the drug loss space, Get 3.8 % market share in the United States. For the highest, night Its instructions in 2025 increased by $ 1.5 billion At the center point.

But these impressive results were completely overwhelmed by a more disappointing development: Clinical experience data.

Lilly’s Dark Cloud: GLP-1 Pill Data provokes a huge sale

Besides profits, Lilly revealed the latest clinical data about the solution of the next generation of the company for the weight loss market, or Offorglipron. Orforipron is a pill, not by injection like products that currently dominate.

Many have seen it as the next possible night, as a large number of potential patients prefer the pill on the needles. Attending a large new market through Orforglipron may add upside down to Lilly shares where the company diversifies its offers. However, the markets seem to be very disappointed with new data.

The third stage of OrforiPron showed that patients lost 11.5 % of their weight compared to imaginary therapy in 72 weeks. Although this is the loss of the steel weight of the GLP-1 orally, it has decreased significantly from the company’s results for 2023. These results showed that or the Glglipron or the GLGLIPron can achieve a losing weight modified of the placebo of the placebo. 12.4 % in only 36 weeks.

Elie Lily’s expectations and company stock company today

The stock price expectations for 12 months:
984.41 dollars
Moderate purchase
Based on 21 analyst classification
The current price 625.15 dollars
High expectations $ 1,190.00
Average expectations 984.41 dollars
Low expectations 700.00 dollars

Elie Lily and the company’s forecasts details

Analysts believed that the amount of weight loss may increase the achievement of 1, as the study period was twice its length. Instead, the weight decreased.

These results also decreased below the 12.7 % modified weight loss with the Novo Nordisk with GLP-1 orally in 68 weeks.

Ultimately, Orforglipon data showed that Lilly is not immune to spreading the effectiveness of disappointing weight. This puts a rift in one of the main elements of driving gains at night shares: His pattern in displaying scientific domination.

While the markets are looking forward, the other GLP-1 makers can make better medicines than Lilly’s. This was always the case, but Orforglipron brings this painful reality to the foreground. More immediately, the results also damage the investors about the success of the product or the bridge. In general, these factors are what led to a huge decrease in stocks.

Lly’s Big Fall: A Buy-THE-DIP opportunity?

Although Orforipron data was disappointing, it is definitely possible that the sale of Lilly had been late. The chief scientific employee in Laila, Daniel M. said. Scofaronski, The Wall Street focuses excessively on the effectiveness of weight loss that reaches a minute. He reiterated that even if a specific experience did not meet Wall Street, this drug still can see a strong demand in the real world.

With OrforiPron, Lilly tries to reach a new patient group that does not want to use injections. Certainly, the low expected event leads to a reduction in sales expectations for Orforipron, but it does not take away the fact that this Lily still has a huge chance that is not exploited with the medicine.

Lilly plans to introduce Orforglipon for organizational approval by the end of 2025 and sales may start in 2026. However, there is a danger. The oral GLP-1 of Novo Nordisk, which appears to be more effective, is currently organizational review. If approved, the company may give the first engine feature on Lilly.

However, injections are showed that there is room for oral GLP-1 to flourish. Novo has a 42 % market share in the United States, although the injection is much less effective than Lilly’s. This indicates that Lilly can still find an important market with or for the Glipron channel if the organizers agree to it. With no significant weight loss medications, the company has a long runway for growth.

Night fall although strong profits may be a fruitful opportunity to buy. It is worth noting that the goal of the new Leerink Partners is 715 dollars, which means 11 % bullish against August 7.

Before you think about Eli Lilly and Company, you will want to hear it.

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