I have to say that I wasn’t expecting to write this article, as Eli Lilly (LLY) has been one of the biggest stock market winners in recent years. Although its stock has remained unchanged since the summer of 2024, the price has risen by more than 1,100% over the past ten years.
Generally speaking, when stocks rise this much, I don’t expect to find much value.
However, after spending the past few days researching the company and in light of the fact that I had it on my watchlist for years, I believe the market is still making a mistake by valuing this company as a massive weight-loss company.
That’s what Eli Lilly is, but it’s not what it will be a few years from now.
I am convinced that Eli Lilly is no longer operating as a legacy pharmaceutical manufacturer. By aggressively combining physical infrastructure with bleeding-edge compute, Lilly is rapidly transitioning into a tech-enabled biology engineering platform. Far from just riding the GLP-1 wave, Eli Lilly is arguably the market's greatest "hidden" AI winner.
That’s what this article is all about, as I have a ton of data to discuss this transformation.
So, let’s get to it!
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