July 10th | Equity Mates Live in Melbourne! | Limited Tickets on Sale Now

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

HOSTS Alec Renehan & Bryce Leske|27 June, 2024

Sponsored by Superhero

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 toSuperhero 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.

More About
Companies Mentioned

Meet your hosts

  • Alec Renehan

    Alec Renehan

    Alec developed an interest in investing after realising he was spending all that he was earning. Investing became his form of 'forced saving'. While his first investment, Slater and Gordon (SGH), was a resounding failure, he learnt a lot from that experience. He hopes to share those lessons amongst others through the podcast and help people realise that if he can make money investing, anyone can.
  • Bryce Leske

    Bryce Leske

    Bryce has had an interest in the stock market since his parents encouraged him to save 50c a fortnight from the age of 5. Once he had saved $500 he bought his first stock - BKI - a Listed Investment Company (LIC), and since then hasn't stopped. He hopes that Equity Mates can help make investing understandable and accessible. He loves the Essendon Football Club, and lives in Sydney.

Get the latest

Receive regular updates from our podcast teams, straight to your inbox.

The Equity Mates email keeps you informed and entertained with what's going on in business and markets.
The world of cryptocurrencies is a fascinating part of the investing universe these days. For those investing in crypto or interested in learning more about this corner of the market, we’re featuring some of the most interesting content we’ve come across in this weekly email.