UBS Group (SWX: UBSG), tus muab nyiaj txiag thoob ntiaj teb, upgraded Eli Lilly (NYSE): LLY) mus yuav los ntawm nruab nrab hnub Tuesday, Cuaj Hlis 20. UBS tus kws tshuaj ntsuam Navin Jacob hloov kho tus nqi phiaj los ntawm yav dhau los $ 335 mus rau tam sim no, ntau dua bullish tus nqi ntawm $ 363.
Qhov kev hloov kho tshiab tuaj thaum Lilly pib xa daim ntawv thov kev lag luam rau nws cov tshuaj "Donanemb", uas yog cov tshuaj Alzheimer's lig. Tus kws tshuaj ntsuam tau hu cov tshuaj no "cov tshuaj loj tshaj plaws," thiab "qhov muaj peev xwm siab tshaj plaws ntawm Alzheimer's cuab tam".
"Cov ntsiab lus tseem ceeb ntawm peb qhov kev yuav khoom yog, 1) Mounjaro (tirzepatide) - SURMOUNT-1 nyeem ntawv yog cov ntaub ntawv zoo tshaj plaws hauv chav kawm nrog> 20% poob phaus thiab ntau qhov ntsuas tsis txaus siab (xws li> 95% ntawm cov neeg mob ntshav qab zib ua ntej normalized. ntshav qab zib) uas thaum kawg yuav tsum tau tsav kev muag khoom mus rau peb qhov siab tshaj $ 25bn. "
Yakhauj kuj hais ntxiv tias:
"Donanemab - thaum muaj kev pheej hmoo thiab tsis tseem ceeb rau kev yuav thesis, Donanemab yog qhov muaj peev xwm tshaj plaws ntawm lub sijhawm Alzheimer's khoom vaj khoom tsev, hauv peb qhov kev xav, nrog LLY kuj yog qhov kev pheej hmoo zoo tshaj plaws. "
LLY daim duab thiab tsom xam
Lub hli dhau los, LLY shares hloov lag luam los ntawm $296.32 txog $324.59, nyob hauv qab no tsiv kwv yees. Cov qauv mus sij hawm ntev yog qhov nruab nrab, tab sis lub sij hawm luv luv tseem tsis zoo, txawm tias qhov kev hloov kho zoo.
Kev tsom xam qhia txog kev txhawb nqa ntawm $296.47 thiab a cheeb tsam tsis kam Xws li $ 308.62 txog $ 315.07.
TipRanks cov kws tshuaj ntsuam xyuas qhov sib koom ntawm 'muaj zog yuav,' nrog tus nqi nruab nrab hauv 12 lub hlis tom ntej mus txog $ 368.63, 21.27% dua tshaj li tus nqi pauv tam sim no ntawm $303.98. Qhov tseem ceeb, tawm ntawm 9 tus kws tshaj lij kev lag luam npog cov khoom lag luam, txhua tus tau muab LLY qhov kev yuav khoom.
Tam sim no, Eli Lilly shares tau ua lag luam ntawm kwv yees li 32 zaug 2023 kev pom zoo ntawm cov nyiaj tau los, muab lawv qhov zoo li "pricey" Tshuag; tseem, UBS cov kws tshuaj ntsuam tau txiav txim siab hloov kho LLY, qhia tias nws tsim nyog tau txais tus nqi siab.
Cov tswv cuab ntawm lub tuam txhab tuaj yeem zoo siab nrog cov xov xwm zoo li LLY yog nce 12.91% xyoo-rau-hnub (YTD), tseem tshuav tus neeg ua yeeb yam. Qhov tseem ceeb, rov qab rau lub Rau Hli, Looj hais tias Eli Lilly yuav yog ib tug kev poob nyiaj txiag pov thawj. Ntawm qhov tod tes, cov tub ua lag luam tab tom nrhiav kom nkag mus tuaj yeem zaum ntawm sab xis los soj ntsuam cov haujlwm nkag tau zoo dua yog tias kev lag luam tig mus rau qhov phem dua.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/ubs-upgrades-eli-lilly-declaring-lly-is-working-on-the-biggest-drug-ever/