Recent

% | $
Quotes you view appear here for quick access.

Eli Lilly and Company Message Board

  • mcj96 mcj96 Apr 24, 2013 9:50 PM Flag

    LLY's consensus "rev growth" est for 2014 on Yahoo is currently negative......-13.6%.....what a disaster...

    On the other hand......S V N T's....consensus rev growth est for next year is over 80% AND.... SVNT trades for....LESS than 1x 2014 rev estimates.....and has multiple nearterm catalysts such as: 1)EU NICE guidance this month.....2) Overseas partnership deal(s).......3) Doubling or tripling the price of Krystexxa to properly align it with the acute, RCG tophi market......4)2H13 EU launch followed by Japan........5)*Releasing Dialysis Study results 3Q13.........*If they mirror positive P3 Trial data .....Dr Meeker....CEO of GENZ and new bd member at SVNT.........will be able to double the price of Krystexxa to reflect an additional disease benefit for patients. Finally, Krystexxa has patent protection till 2026 and, most importantly, there are currently no approved or drugs in development that equal SVNT's Krystexxa in regard to rapidly melting away severe tophi. What is SVNT worth ? At least 2x peak world rev estimates. After additional price raises, launching in the EU & Japan, and modest label expansion, peak world revs for Krystexxa will likely reach between $250-$300 mil. In summary, SVNT is an approximate 6-9 bagger stock from current levels while LLY's forward rev growth estimates continue to decline........... Good luck to all.

 
LLY
84.51-0.03(-0.04%)Jul 31 4:04 PMEDT