Contents
Excecutive summary
Eli Lilly(LLY) is a major player in the pharmaceutical industry, boasting a rich history and a strong portfolio of drugs. This analysis delves deep into the company's financial health, competitive landscape, growth potential, and risks. We consider factors like recent product launches, pipeline strength, patent expirations, and the overall healthcare market dynamics.
Company Overview
History and Mission
Founded in 1876, Eli Lilly(LLY) has a long track record of innovation and commitment to improving human health. Its mission is "to create, build and share innovations that make life better for people around the world."
Products and Services
The company focuses on several therapeutic areas, including diabetes, oncology, neurology, and immunology. Its flagship products include Trulicity, Verzenio, Jardiance, and Mounjaro.
Key Metrics
Revenue : $34.124 billion
Net Income : $5.24 billion
PER : 134.15 (LTM)
PBR : 66.01
| 2021Y | 2022Y | 2023Y | Present (240222) |
|
|---|---|---|---|---|
| Revenue | 28,318.40 | 28,541.40 | 34,124.10 | |
| change | 0.79% | 19.56% | ||
| Operating income | 5,951.90 | 7,127.30 | 6,457.90 | |
| change | 19.75% | -9.39% | ||
| EBITDA | 9095.70 | 9802.90 | 10325.40 | |
| change | 7.78% | 5.33% | ||
| Net income | 5,581.70 | 6,244.80 | 5,240.40 | |
| change | 11.88% | -16.08% | ||
| EPS(diluted) | $ 7.8 | $ 8.16 | $ 10.07 | |
| change | 4.62% | 23.41% | ||
| Assets | 46,633.10 | 48,806.00 | 49,489.80 | |
| change | 4.66% | 1.40% | ||
| Liabilities | 40,991.50 | 39,826.80 | 38,840.00 | |
| change | -2.84% | -2.48% | ||
| Shareholder's equity | 5,641.60 | 8,979.20 | 10,649.80 | |
| change | 59.16% | 18.61% | ||
| Dividend rate | 1.32% | 0.78% | 0.66% | |
| PER | 43.86 | 81.86 | 77.68 | 134.15 |
| PBR | 36.33 | 59.57 | 38.22 | 66.01 |
Competitive Landscape
Major Competitors
AbbVie
Pfizer
Johnson&Johnson
Merck&Co.
Roche
Competitive Advantages and Disadvantages
Advantages :
Strong R&D pipeline
Established brand reputation
Diversified product portfolio
Solid financials
Disadvantages :
Patent expirations for key drugs
Increasing competition in key therapeutic areas
Regulatory risks
Investment Analysis
Growth Potential
Eli Lilly(LLY) expects future growth to be driven by several factors,
including :
Continued sales of key drugs like Trulicity
Potential blockbuster launches from the pipeline
Expansion into new markets
Focus on precision medicine
Risks and Challenges :
Competition from generics and biosimilars
Regulatory hurdles and delays
Pricing pressures and healthcare reform
Potential pipeline setbacks
댓글 쓰기