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Eli Lilly: The greatest drug of all time? | Company Deep Dive

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Manage episode 425756670 series 2636819
Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

GLP-1 drugs have taken the world by storm, and Eli Lilly is right in the middle of it.


In today's episode, we take an in-depth look at Eli Lilly, a leading pharmaceutical company with a big history and a huge catalogue of medications (hence their tagline ‘a medicine company’....


We explore the company's past, present, and future prospects from an investment perspective. Joining us in the second half is Michael Frazis, Portfolio Manager at Frazis Capital Partners, who provides expert insights into Eli Lilly's investment potential and challenges.


In today’s episode we cover:

  • Early innovations included gelatin-coating for pills, fruit flavorings, and sugar-coated pills to make medicines easier to swallow.
  • Current operations and well-known drugs
  • The extensive product list, and their market positioning
  • Their massive clinical pipeline
  • Financial overview
  • Bull case & bear case
  • Where the company could be in 10 years

_______


Thanks to Superhero for proudly supporting this series.


Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app.


Download Superhero’s easy-to-use app and start tailoring your super today.


Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee.


Read their PDS and TMD and download the Superhero app at superhero.com.au.

—------


Have an investing question?

Want more Equity Mates?

—------


In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

805 episodes

Artwork
iconShare
 
Manage episode 425756670 series 2636819
Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

GLP-1 drugs have taken the world by storm, and Eli Lilly is right in the middle of it.


In today's episode, we take an in-depth look at Eli Lilly, a leading pharmaceutical company with a big history and a huge catalogue of medications (hence their tagline ‘a medicine company’....


We explore the company's past, present, and future prospects from an investment perspective. Joining us in the second half is Michael Frazis, Portfolio Manager at Frazis Capital Partners, who provides expert insights into Eli Lilly's investment potential and challenges.


In today’s episode we cover:

  • Early innovations included gelatin-coating for pills, fruit flavorings, and sugar-coated pills to make medicines easier to swallow.
  • Current operations and well-known drugs
  • The extensive product list, and their market positioning
  • Their massive clinical pipeline
  • Financial overview
  • Bull case & bear case
  • Where the company could be in 10 years

_______


Thanks to Superhero for proudly supporting this series.


Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app.


Download Superhero’s easy-to-use app and start tailoring your super today.


Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee.


Read their PDS and TMD and download the Superhero app at superhero.com.au.

—------


Have an investing question?

Want more Equity Mates?

—------


In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

805 episodes

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