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How Does LLY Stock Reach $2,100?
Trefis23d agoneutral
How Does LLY Stock Reach $2,100?

At $1,189, Eli Lilly (LLY) looks set up for roughly 76% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

Can AI Make Better Drugs? Not on Wall Street’s Timeline
The Wall Street Journal24d agoneutral
Can AI Make Better Drugs? Not on Wall Street’s Timeline

Wall Street is waiting for evidence that AI can change the economics of making drugs. In the lab, AI is already delivering a tangible leap in efficiency, predicting how proteins fold, identifying potential drug targets, and screening millions of molecules virtually. Traditionally, scientists have selected drug targets largely by hand, drawing on the body of research they know best to decide which proteins might matter in a disease, then spending months or years testing those hypotheses in the lab.

Eli Lilly (LLY) To Share New Kisunla And Alzheimer’s Blood Test Data At AAIC
Simply Wall St.25d agoneutral
Eli Lilly (LLY) To Share New Kisunla And Alzheimer’s Blood Test Data At AAIC

Eli Lilly plans to present new Alzheimer's research at the 2026 Alzheimer's Association International Conference, including long term data on Kisunla (donanemab-azbt). The company will share updated safety and biomarker findings from its Kisunla program. Eli Lilly will also outline progress on blood based P-tau217 diagnostics that could support broader Alzheimer's screening. Eli Lilly, traded as NYSE:LLY, is set to bring fresh Alzheimer's data to the forefront, while attention has recently...

Eli Lilly’s $400 Billion Surge Is Reshaping Big Pharma
24/7 Wall St.27d agobullish
Eli Lilly’s $400 Billion Surge Is Reshaping Big Pharma

Roughly $400 billion. That is how much market value Eli Lilly (NYSE:LLY) has added over the past year, with shares climbing from $773.86 on July 2, 2025 to $1,213.91 on July 2, 2026, a 56.86% gain that has pushed the drugmaker’s market capitalization to $1.063 trillion. No other Big Pharma name has expanded its footprint ... Eli Lilly’s $400 Billion Surge Is Reshaping Big Pharma

Two Drugmakers Own 90% of the Obesity Boom. One Fund Owns Both for 0.59%
24/7 Wall St.27d agoneutral
Two Drugmakers Own 90% of the Obesity Boom. One Fund Owns Both for 0.59%

The Health Care Select Sector SPDR Fund (NYSEARCA:XLV) is the default healthcare allocation for millions of investors, and for good reason. XLV owns the entire S&P 500 healthcare complex in one ticker: insurers, device makers, biotech, and Big Pharma. It has returned 21.61% over the past year and 159.84% over ten years. If the reason ... Two Drugmakers Own 90% of the Obesity Boom. One Fund Owns Both for 0.59%

Jim Cramer Says Biotech is The Hottest Group in The Market Right Now
24/7 Wall St.27d agoneutral
Jim Cramer Says Biotech is The Hottest Group in The Market Right Now

CNBC’s Jim Cramer pushed viewers away from the usual semiconductor and hyperscaler chatter. Instead, he highlighted a group he says has quietly become the market’s leader. “There is a move in biotech that we have not talked about at all that is really extraordinary, and particularly since the change at the head of the FDA,” ... Jim Cramer Says Biotech is The Hottest Group in The Market Right Now

3 High Growth GLP-1 Biotech Winners to Buy in July
24/7 Wall St.27d agobullish
3 High Growth GLP-1 Biotech Winners to Buy in July

The GLP-1 trade has matured from a single-stock story into a tiered opportunity set. Demand for obesity therapeutics keeps expanding as lower-cost, easier-to-administer oral pill versions of the current injectable GLP-1s are introduced to the market in 2026, and the field now spans an entrenched leader, a deep-value incumbent, and a clinical-stage challenger with multiple ... 3 High Growth GLP-1 Biotech Winners to Buy in July