ELI LILLY WKN: 858560 ISIN: US5324571083 Kürzel: LLY Forum: Aktien Thema: Hauptdiskussion

ELI LILLY $LLY JUST BECAME THE FIRST HEALTH-CARE COMPANY EVER TO BE WORTH $1 TRILLION Eli Lilly is now the 10th US company ever to hit the $1 Trillion market cap milestone joining Nvidia $NVDA Apple $AAPL Google $GOOGL Microsoft $MSFT Amazon $AMZN Broadcom $AVGO Meta Platforms $META Tesla $TSLA Berkshire Hathaway $BRK.B

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Grok dazu, hab den Bericht eingespielt: Lilly (Ticker: LLY) wird in Goldmans Reports als starkes Buy eingestuft – ein absoluter Favorit im Health Care-Sektor, der perfekt in die Rotation passt, die wir besprochen haben (Biotech-Boom, EPS +12–15 % für 2026). Im spezifischen Hedge Fund Trend Monitor (20. Nov. 2025) wird LLY nicht explizit als "Rising Star" oder VIP-Position aufgeführt (der Fokus liegt auf Biotech wie NTRA, ABVX), aber der Health Care-Sektor insgesamt ist ein Overweight, und LLY profitiert massiv von der Rotation dorthin. Hedgefonds halten es stark (z. B. Goldman selbst hat seinen Stake um 13,3 % erhöht im Q1 2025).Basierend auf den neuesten Goldman-Updates (z. B. Upgrade im April 2025, Bestätigung im Juni/Oktober) und Consensus-Daten (Stand 21. Nov. 2025) hier eine kompakte Zusammenfassung. LLY ist ein Top-Pick für 2026: +20–30 % Upside erwartet durch GLP-1-Medikamente (Mounjaro, Zepbound) und neue Pipeline.

Kann Pepsi empfehlen, hier erwarte ich die nächsten Wochen steigendes Volumen

Ich hab heute den Ausblick von Goldman Sachs gesehen Sektor-Rotation: Weg von Consumer Discretionary (schon 2025 geshortet), hin zu Health Care‼️ (Biotech-Boom), Industrials (Infrastruktur), Utilities (AI-Strombedarf) und Materials (Inflation + Energy Transition).

1060 🔔🔔🔔.

Eli Lilly LLY.N hit $1 trillion in market value on Friday, making it the first drugmaker to enter the exclusive club dominated by tech giants and underscoring its rise as a weight-loss powerhouse. A more than 35% rally in the company's stock this year has largely been driven by the explosive growth of the weight-loss drug market. Once seen as a niche category, obesity treatments are now one of the most lucrative segments in healthcare, with steadily rising demand. Novo Nordisk NOVOb.CO had the early lead in the space, but Lilly's drugs - Mounjaro and Zepbound - have surged in popularity and helped eclipse its rival in prescriptions. In the latest reported quarter, Lilly reported combined revenue of more than $10.09 billion from its obesity and diabetes portfolio, accounting for more than half of its total revenue of $17.6 billion. "They are doing so many things outside of obesity, but to suggest anything is driving share price beyond obesity at this point, I don't know if that would be a factual statement," said Kevin Gade, chief operating officer at Lilly shareholder Bahl and Gaynor, ahead of the milestone. Wall Street estimates the weight-loss drug market to be worth $150 billion by 2030, with Lilly and Novo together controlling the majority of projected global sales. Investors are now focused on Lilly's oral obesity drug, orforglipron, which is expected to be approved early next year. In a note last week, Citi analysts said the latest generation of GLP-1 drugs have already been a "sales phenomenon", and orforglipron is poised to benefit from the "inroads made by its injectable predecessors." Lilly's recent deal with the White House to cut prices for its weight-loss drugs, as well as planned investments to expand drug production augurs well for its growth. Lilly is starting to resemble the "Magnificent Seven" again, said James Shin, director of Biopharma Equity Research at Deutsche Bank, referring to the tech heavyweights including Nvidia NVDA.O and Microsoft MSFT.O that have powered much of the market's returns this year. At one point, investors viewed it as part of that elite group but after some disappointing headlines and earnings, it slipped out of favor. Now, however, it seems poised to rejoin that circle, possibly even as an alternative for investors, especially given recent concerns and weakness in some AI stocks, he added. Still, analysts and investors are watching if Lilly can sustain its current growth as prices of Mounjaro and Zepbound come under pressure, and whether its scale-up plans, along with its diversified pipeline and dealmaking will offset margin pressure.

Mein Portfolio hatte ein ATH vor 2 oder 3 Wochen, es war an einem Montag. Seitdem hat es fast 10k verloren weil der Tech Sektor und krypto abkacken...Aber Eli macht mir Freude in diesen schweren Zeiten 🤩

Lilly becomes first drugmaker to join trillion-dollar club on weight-loss demand boom

neues ATH :-)

ich kenne das :-)

Man kann aus einer Aktie aussteigen und trotzdem mit einem Auge den Kurs weiter aus Interesse beobachten. Verrückt oder

wenn du raus bist - dann ist das doch egal - oder um sich zu ärgern wenn es weiter nach oben geht ? 😁

für die keinen Bloomberg usw........... Eli Lilly & Co. and Novo Nordisk A/S plan to start selling their popular obesity shots to employers through a new approach that would bypass traditional drug sales channels in an effort to expand access to the costly weight-loss medicines. The drugmakers will offer Zepbound and Wegovy to companies starting Jan. 1 through Waltz Health, a firm that helps employers purchase cheaper medications. The shots will be available to employers at upfront, fixed prices, avoiding the rebates and fees that accompany traditional sales through middlemen who manage pharmacy benefits for many companies.

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https://www.bloomberg.com/news/articles/2025-11-21/obesity-drug-access-grows-as-novo-lilly-sell-direct-to-employers?sref=XIUS5d6L