-
Posted by
Two Blokes May 3 -
Filed in
Stock
-
1 view
LLY's valuation remains highly attractive post-market overreaction, with the FY2025 bottom-line impact merely attributed to one-time acquired IPR&D expenses from ongoing M&A activities. Despite the tariff/ competition headwinds, its strategic capex investments within the US and intensified R&D efforts bolster its competitive advantage and growth prospects. While LLY's balance sheet may have temporarily deteriorated, we are not overly concerned, given the richer cash flow generation and stable leverage ratio thus far.
