Eli Lilly: It Is A Bet On Human Longevity

Eli Lilly's recent stock dip creates a compelling buying opportunity, with its valuation multiples falling to 2022 levels, despite explosive growth prospects and a deep, innovative product pipeline. Driven by blockbuster drugs Mounjaro and Zepbound, Lilly's revenue surged 45% YoY. Near-term PBM headwinds are manageable, given the drugs' superior clinical data and massive market demand. Beyond current successes, Lilly is innovating with a potential game-changing oral GLP-1 (orforglipron) and a visionary "one-and-done" gene therapy acquisition (Verve) targeting heart disease.