LLY
Eli Lilly And Co
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 1425.55
Buy <=wait / entry
USD 966.67
Trim >=take some off
USD 1180.00
Thesis breakSustained, regulatorily tolerated compounded tirzepatide supply that materially ...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 44% | 100 / 100 | 44.0 |
| Base case | 51% | 62 / 100 | 31.6 |
| Bear case | 5% | 10 / 100 | 0.5 |
| Weighted conviction | 76 / 100 - BUY | ||
Top risks
- FDA approval of additional indication for Jaypirca (pirtobrutinib)
- $100 million partnership and multi-drug research collaboration with InnoCare Pharma
- Collaboration and licensing deals signed with unit of China's Haisco