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Eli Lilly Nears $1 Trillion! Time to Shift to Value Stocks During Sector Rotation?
@Tiger_comments：
On Wednesday, $Eli Lilly(LLY)$ jumped 2.95% to close at $1,017.78 per share, hitting another record high and bringing its market capitalization close to the $1 trillion mark. Founded 147 years ago, this pharmaceutical giant is now writing a new chapter in wealth creation at an astonishing pace. A quiet shift in market style is underway The Dow Jones Industrial Average, representing traditional economy stocks, has been setting new highs, while tech-heavy growth sectors are showing signs of fatigue. Analysts attribute this rotation to growing concerns over an AI bubble and renewed appreciation for value stocks. This transition from “pure growth” to “pure value” began in August and is now accelerating. The U.S. stock market is witnessing a clear style rotation. As “the young guns” — the long-dominant tech leaders — start to lose steam, “the old guard” — traditional blue chips — are taking the lead and setting fresh records. On Tuesday, the divergence between sectors became the market’s defining feature: $Dow Jones(.DJI)$ surged strongly, marking its 16th record close of the year, while $NASDAQ(.IXIC)$ dominated by tech names, slipped into the red. Healthcare shines: Why did LLY hit new highs? Last Thursday, Trump announced a deal with Eli Lilly and Novo Nordisk to sharply cut prices on certain weight-loss drugs, including upcoming oral versions. Under the agreement disclosed Thursday, starting in 2026, Medicare and Medicaid patients will be able to obtain Eli Lilly’s Zepbound and Novo Nordisk’s Wegovy at a list price of $245 per month, with Medicare copays capped at $50. $Goldman Sachs(GS)$ remains decisively bullish on Eli Lilly, citing several reasons: Lilly’s Zepbound dominates both the reimbursement channel (60% vs. Wegovy’s 40%) and the cash-pay channel (85% vs. Wegovy’s 15%), positioning it to capture more upside from volume growth. More importantly, Lilly received a Priority Review Voucher, allowing its oral GLP-1 drug, orforglipron, to potentially launch in Q1 2026 — earlier than previously expected (Q2–Q3). Goldman estimates this could add at least $1 billion in incremental revenue for Lilly in 2026. Beyond LLY — UNH and NVO also worth watching In contrast, $Novo-Nordisk A/S(NVO)$ faces a tougher road ahead. Goldman noted that the company’s press release projected a “low single-digit” revenue impact in 2026 from the new pricing — an additional headwind on top of existing challenges. The firm highlighted several obstacles: a 2-percentage-point drag from 2025 GTN impacts, low single-digit pressure from semaglutide generics abroad, and potential loss of Medicaid coverage in some U.S. states. $UnitedHealth(UNH)$ also joined the healthcare rebound. Shares surged 5.8% over two days as Reddit investor sentiment flipped from deeply bearish to bullish. Premiums at UnitedHealth rose 20–30% this year, while the core UnitedHealthcare segment posted 16% year-over-year revenue growth. Management raised 2025 adjusted EPS guidance to at least $16.25 and signaled accelerating growth into 2026. With Eli Lilly breaking new highs, is Novo Nordisk now undervalued? Do you believe UNH’s rebound has more room to run? Besides healthcare, which other value stocks are climbing lately? Leave your comments to win tiger coins, books and vouchers!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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