Stock Pulse
Eli Lilly (LLY) is experiencing strong demand for its GLP-1 drugs for diabetes and obesity, driving revenue growth and exceeding guidance in 2024 [4]. The company is expanding its portfolio with collaborations like the one with AdvanCell for cancer treatment [4] and making significant investments in US manufacturing, following an industry trend of reshoring [2]. However, LLY faces challenges, including declining sales of Trulicity, pricing pressures, and competition in the diabetes/obesity market, along with a cooling of Wall Street enthusiasm for weight-loss drugs [9], [10]. They are also engaged in a legal battle to protect their market share of tirzepatide [3] and facing scrutiny over their corporate governance practices [11]. While the company shows long-term potential [8], broader market concerns about trade tensions and a potential recession present ongoing risks [8].