Eli Lilly: $1 Trillion Pharma Giant? Fundamentals, Pipeline & Price Targets Explained
Description
Eli Lilly (LLY): Is the $1,000 Stock Still a Buy — or a Breakdown Waiting to Happen?
Forget Big Tech for a moment.There’s a pharmaceutical titan sprinting toward a potential $1 trillion valuation, reshaping healthcare — and possibly your portfolio.
We’re talking about Eli Lilly (LLY).
The stock surged above $1,000 per share, driven by blockbuster obesity and diabetes drugs, massive revenue beats, and a pipeline that could redefine modern medicine. But with the stock looking extremely expensive…Is LLY still a buy? Or does a major pullback make more sense?
Let’s break it down.
💊 Eli Lilly’s Explosive Growth: The Fundamentals
🚀 Revenue Growth: +54% YoY
Q3 revenue hit $17.6B, fueled by two mega-drugs:
1️⃣ Mounjaro (Tirzepatide)
* Type 2 diabetes treatment
* $6.5B in Q3 sales (+100% YoY)
* One of the fastest-growing drugs in pharma history
2️⃣ Zepbound
* Obesity / weight-loss drug
* Approved for chronic weight management
* Part of the fastest-expanding drug category in the world
The obesity drug market could reach $80B by 2030 — and Lilly is dominating.
EPS Blowout
* Q3 EPS: $7.20
* Analyst estimate: $5.89
Lilly is printing money.
Raised Guidance
2025 revenue guidance: $63B–$63.5BManagement only guided one year out — but confidence is sky-high.
🔬 The Real Long-Term Engine: The Pipeline
LLY is not a one-drug pony.Upcoming catalysts include:
🟦 Orforglipron (Oral GLP-1)
* Oral weight-loss pill
* Eliminates injection barrier
* Regulatory submissions planned for late 2025
🧠 Donanemab (Alzheimer’s Treatment)
* Full FDA approval
* Huge unmet medical need
* Prestige + long-term revenue potential
* Adoption may be slow due to safety monitoring — but impact is enormous
This pipeline justifies Lilly’s premium valuation better than any other pharma giant.
📉 The Bear Case: The Price Is… High
At $1,000–$1,025, LLY is:
* Overbought on the daily RSI (83+)
* Approaching overbought on the weekly RSI (70)
* Trading well above long-term moving averages
* Roughly at intrinsic value based on some DCF models
Even bulls admit:“LLY needs a pullback.”
📈 Technical Analysis
Trend: Strongly bullish
Short-term:
* Pullback likely
* Support near $900–$930
* Ideal dip-buy zone
Medium-term:
* Reasonable range: $1,000–$1,200
Long-term:
If pipeline delivers and Novo Nordisk doesn’t catch up:LLY could hit $1,500+.Analysts already project a high-end 12-month target of $1,500.
Downside risk:
If market corrects sharply →LLY could revisit $700s (unlikely without macro shock).
🧠 Investor Conclusion
Eli Lilly is:
✔ Fundamentally elite✔ Dominating the fastest-growing pharma segment✔ Backed by a pipeline that supports long-term growth✘ Very expensive in the short term✘ Technically overbought✘ Prime for a pullback before new highs
Short-term: Expect volatility & potential pullbackLong-term: One of the strongest healthcare names on the planet
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